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MANY clients have subcontracted tasks that require additional fees (just as a typical receipt would) that need to be included into the cost of the manufactured items. Subcontracted manufacturing lines feel like an after thought in BC and should carry same options, functions and costing capabilities than your typical receipt lines so the costs and be properly rolled into the manufacturing costs.
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We would like the default behavior of Event Registrations in Dynamics to be altered. Currently, when no existing contact match is found, the system automatically creates a new contact. This allows anyone to register and gain access to events that are intended solely for existing clients, which compromises access control and data integrity. A preferred solution would introduce a triage step, allowing registrants to be reviewed before a contact record is created and registration is confirmed. This mirrors the logic already available in marketing forms, where the creation of new contacts can be disabled if no match is found. If feasible, this functionality should be incorporated to Event Registration forms as a configurable option to support scenarios where stricter access control is essential.
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Customer additional request:The customer would like the ability to control all Excel buttons, not just the "Open in Excel Online" option.
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I am having the exact same issue where, in our case, an AP approval email comes over and has a URL to open the Business Central mobile app for approval, but it is being stripped or removed before it arrives in the outlook mobile app or OWA.~Here is an example of the formatting that BC generates for approval and cannot currently travel to certain outlook apps:ms-businesscentral://businesscentral.dynamics.com
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Another Idea with lots of support for 5 years and no progress.A modern UI really should allow for the attachments to scale with the window - our customers really need this.We tried to fix it but the control is locked down in the UI.Of note is that in Pending Supplier Invoices the captured attachments show up in a lovely big window!
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I agree. I think when the Source Type is Bank Account, the Bal. Source No. should be editable.For others who have found this idea and are interested in it, be aware that you can set the Source Type to Bank Account and use back-door methods to assign a bank account. I was able to add a bank account value by using the Edit in Excel feature and expect you could also update it via a configuration package. If you do this, keep in mind you will not want to have a second, similar Text to Account mapping rule on the offsetting bank account. If you did that, the transaction would be incorrectly recorded twice (once for each Payment Reconciliation Journal processed).
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6 years pending? Really?
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It is not just about flagging a project as internal and not requiring the customer information to be filled in. This also relates to the possibility to have project templates (with different number series based on the typology of projects).We could also have "Time" projects to be used only on time-sheets to track non-productive hours but still use the project number as a single point of entry.Usually for those projects thre is no planning or budget and therefore the WBS is not necessayr. It could be a task initiated by default to improve the user experience.And last but not least is "Investment" projects for which we don't necessarly know the customer and the invoicing will not be done through the project module, it is only record costs that can be capitalized easily and then transfer to one or multiple fixed assets.All those options exist on project operations but there is absolutely nothing in BC. Many add-ons exist but the standard module is too weak.
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I'm guessing this has yet to be released? The status is still "Planned: 2024 Release Wave"
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In OBM, I use the "Query View" in almost every static segment I make. A lot of our target lists come from excel files, so I build out the query in excel & paste it into the query view. This means, the segment is not something I can easily query with a couple of CRM filters. Not having this functionality (or anything close as far as I can tell), has been quite frustrating.