Alerts are not on the list of deprecated features for Dynamics 365 for Operations, but they are currently not available. We've been told Alerts will be delivered at some point, but currently aren't scheduled for a specific release. We are using Dynamics 365 for Operations as a platform for building an operational construction project management solution. Alerts are a key foundational element of the solution. We initially started development using Dynamics AX2012 R3, but the Microsoft product team helped us upgrade to Dynamics 365 for Operations during the summer of 2016. Alerts were used pervasively in our AX2012 R3 solution. After the upgrade, we became aware that alerts are no longer available. We have a pilot scheduled for June 2017 and need alerts functionality. Please include alerts in the next update.
In Dynamics 365 for Operations we have lost the lit-up functionality of the paperclip. This is a big loss. Users have no idea whether there are notes or documents attached to transactions.In Operations we have lost the lit-up functionality of the paperclip. This is a big loss. Users have no idea whether there are notes or documents attached to transactions. We request strongly that something is invented to bring this functionality back like we had it. A color change, or even better, an entirely new picture instead of a paperclip that really draws attention to the user.
It would be great if the angle brackets (<>) of breadcrumb in D365O would be clickable the same way as in Windows Explorer.
For example, the user navigates to this path: Sales and marketing>Setup>Opportunities>Probability
If the user clicks the bracket before Probability the menu elements under Opportunities would be shown (list of Probability, Prognosis, Reason, Sales process).
That would speed up the navigation in D365O as far as I am concerned.
With the removal of the concept of virtual companies, the only - however poor - real out of the box option to share master-data across legal entities was lost. This feature was widely used by many customers.
The new cross-company data sharing accepts group and reference data only, but it is not possible to share for example Customers and Vendors across multiple legal entities.
In the industry, where my customers operate it is not uncommon to have +100 legal entities, some will have +1000 and this is real legal entities, not just a dummy division of a legal entity.
Therefore it is common to share customers and vendors between companies. But it is not a all or nothing approach. Companies are grouped and data is shared between a group of companies. Which leads me to my second suggestion. Please allow us to group companies into company groups and then configure the sharing of data per group of companies instead of individual companies.
So 2 suggestions here.
1. Ensure master data can be shared between a group of companies.
2. Allow grouping of companies into company groups.
In previous versions of Dynamics AX (AX 2012 and before) it was possible to enter a calculation in decimal fields. e.g. 1000*1.21. The result was an amount : 1210. In the current version of Dynamics 365 this is not possible anymore. This is a much requested feature by namely accounting users. They use it a lot for calculating amounts to add or subtract Sales Tax.
When the VM in a cloud-hosted environment is stopped or started in Azure (e.g. via Azure automation run books), the status of the environment is not reflected in LCS. This is causing confusion on the part of users who navigate to these environments via LCS.
Our customer is using the automation run books to manage their Azure VMs in order to optimize their Azure run costs. The Azure management portal shows the correct status of the VMs in these environments.
When we export large data from Dynamics 365 Operations to an excel, the data is not copied completely and is restricted to 2000 rows only. We have to export the remaining rows once again to the excel to get the whole data. It will be good, if there is no such restriction and the data can be exported to an excel completely at a time.
The personalization options in the application are very strong, limiting the need for customizations while enabling users to simplify their user interface.
A simpler user interface improves the usability and acceptance of the system. It would be great that an administrator (/ consultant) can create the optimal personalization for the forms in use and easily share or deploy this to all users. This limits the need for customizations to hide and change form objects and increases the maintainability.
One of the most heard requests during an implementation is around simplifying these fields. With this option, we can stay away from customizations / code releases and functional designs while quickly helping the new users to adapt to the system.
Facebook has a "View as" feature which lets users to view their profile as another person: http://www.wikihow.com/View-Your-Facebook-Timeline-As-Another-User
This feature in D365O would greatly improve testing the security role configurations. Security/System administrator would be able to click on a "View as" button on any AX form and select a system user from a dropdown to view the form as that particular user.
It would be great if you can add this to the road map.
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.