Suggest a new Idea

  • 16

    Bank statement reconciliation report

    Suggested by Annaick BoudinLaunched 3
    Category: Financial Management

    Advanced bank reconciliation has been designed but no bank statement report provides clear information.

    Bank statement report is required base on cutoff date. This report should have option to detail

    * reconciled transactions

    * Un-reconciled transactions

    Customer should be able to have a statement at date of what is in his bank account for Audit, cash management, management decision.

  • 13

    Larger Item Description Field

    Suggested by Brian DokterPlanned Long Term 4
    Category: Inventory

    I have a client who would sign up today for D365 Financials if the Item Description field was larger.  right now it appears to be limited to 50 characters.  He need it to be at least 1000 characters.

     

    I am aware of the extended text availabliity, but these also are limited to 50 characters and to enter the description they need 50 characters at a time is a poor work around.

    Thanks.

  • 12

    Publish more data for PowerBi, specifically for Dimensions report

    Suggested by Ben BolteUnder Review 0
    Category: Reports and Business Intelligence

    We would like to be able to do reporting in PowerBi on Dimensions.  Currently, the dimension set ID field from table 20 is not published on page 20 that we can publish to PowerBi.   

    This would make reporting much easier with Excel and PowerBi.

  • 11

    Subscription invoicing

    Suggested by Kenneth Kryger GramUnder Review 3
    Category: Sales

    Companies are from physical and transaction based products to subscription based services. A Modern cloud based ERP/Financial solution should support management and invoicing of subscription services

  • 9

    Allow the ability to edit configuration packages

    Suggested by Dan LevyPlanned Long Term 0
    Category: Data Migrations

    in particular to add Dimensions ( in addition to 1 and 2 ) to General Journal Imports.

  • 9

    Need ability to Import Dimension Values

    Suggested by Jennifer ReinhardtPlanned Long Term 0
    Category: Data Migrations

    There currently is not a way to import in Dimension Values. In the Dimensions window you can set up your Dimensions, and you then click Dimension Values to enter all possible values for the Dimensions and users would like the ability to import these Dimension Values somehow.  In the Dimension Values window the Edit in Excel does now allow one to add values, there is also not an option for Dimension Values in the D365 Configuration Package, this is where I would expect it to be available to import, but nothing is available here.  Please add this functionality.

  • 7

    Print Reports for all Dimensions not just 1 and 2

    Suggested by Jennifer ReinhardtUnder Review 2
    Category: Financial Management

    There have been numerous requests to be able to print reports based on more than just Dimensions 1 and 2, please consider adding additional Dimensions to the printing of reports

  • 7

    Menu Guide

    Suggested by KENNETH KELLYUnder Review 1
    Category: Other

    During our implementation of NAV (sorry, Dynamics 365 for Financials) we constantly kept saying, “The search field is great, but isn’t there a master cheat sheet that shows us what things are called so we know what to start typing?”  After searching high and low we discovered there isn’t anything set up currently.  Again, we love the search bar as it keeps the product UI clean and provides all the product’s functionality in one central place.  But if you don’t know what to start typing it renders much of the product’s features useless and setting it up frustrating. 

  • 6

    Allow blocked items to be hidden in item lookups

    Suggested by Jennifer ReinhardtPlanned Long Term 2
    Category: Inventory

    Customers could have thousands of items with some "blocked" when they are no longer used. However, those blocked items still show up in lookups when adding items to Sales Invoices which makes the list of items much longer and causes confusion as to what items are actually available. We should either not show "blocked" items since they can't be used or allow the option to hide blocked items from the Inventory look up.

  • 5

    Prevent deletion of Posted Documents using Permissions

    Suggested by Holly PattersonNew 2
    Category: Other

    Would like the ability to use Permissions to prevent specific users from deleting Posted Documents.  There is currently no way to be able to do this, users either have full access to a Posted Document or none at all.