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Is there something wrong with this Idea? It was announced "The fix is now planned to be in Plat Update38" - we are way beyond that point, but still that Ides is "Planned"

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Hi Team,
It would be very very useful, my humble opinion.
Already asked about this functionality a few years ago via MSConnect, other competitors have this function available, in other Microsoft products it is present (es: AX).

Thank you
Roberto Stefanetti, MVP

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see also: https://experience.dynamics.com/ideas/idea/?ideaid=9924efdd-7687-e911-80e7-0003ff68b3fd

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Yes!!! Customer templates in bc. The ability to link the no series so the UI can have a unique ID. POSTING GROUPS need the ability to match

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It would be great if we could change the pre-defined selection of Equals to Contains as the default. Typically users have to always change to Contains anyway, so being able to set this as the default would be ideal.

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It is not possible to vote for the brilliant idea! Could you please fix it?

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This would be a good feature and it seems odd it is not already possible as part of the process?

The 'Cycle Counting Transactions' form apppears to be setup to allow for multiple lines but it is not possible to currently take the code filter of the WORKID off the form.

If the form could be opened without this filter so users can review all 'Pending Review Counts' and accept or reject as necessary from one form it would speed up the review process greatly.

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This has also been a problem for us, could also be used to make discounts which aren't connected to a specific WO-Product oder Service visible.

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We also had this requirement. We solved it through staying on the work order the whole time and using Work Order Products/Services and document generation. Works, but isn't optimal. A better connection between quotes and work orders would save a few headaches and streamline a common process in field service organisations.

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Full support, seems connected to multi day booking requirements with overnight stays which have also been a customer requirement since 2017.

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