record Outlook, Teams and Skype for Business calls in Business Central
Currently, a phone call is recorded as an "interaction" within Business Central if the phone call is initiated from the Contacts List page, using the "Make Phone Call" action. This is useful, but involves a lot of navigating in order to get to the screen. It would be very useful to be able to s...
Optimizing Creation of a Quote from the Opportunity
When Quote is being created from the Opportunity two questions may appear: -Do you want to create a contact as a customer using a customer template? -Do you want to update the sales quote with a customer template? The second question appear only if the answer on the first question was negative. ...
Best regards,
Business Central Team
Integrate next generation email with customers and vendors
The new email functionality keeps a log of all sent email. However, this only partially useful as it is not linked for entity (customer, vendor, employee, contact) or transaction (sales order, invoice, etc). The ability to add that information would finally improve the sub-par relationship manag...
Create Business Relations Between Contacts
I work with many clients who have layers of business contacts. A common requirement is to link contact to contact records from different sites via some type of relationship. These could be work related for employment details for people such as managers, etc. Or they could be company related as...
Multiple quotes linked to one opportuntity
More than often its needed to send multiple quotes related to same opportunity. I can offer different products, different terms etc. and its better to keep them separately as having it on one quote and multiple lines will not give correct overview of quote value or margins on reporting.
Best regards,
Business Central Team
Several Numbering Series also for Sales Opportunities
In Business Central, you can set up different numbering series for sales opportunities
However, currently, there is no option to choose a specific numbering series when creating a new sales opportunity. This means that you cannot access the various numbering series that you have set up ...
You can contribute by assigning yourself on following GitHub issue: https://github.com/microsoft/BusinessCentralApps/issues/459.
Sincerely, Business Central Team
Opportunity needs kanban style page
Opportunity needs kanban style page where user can move the stage as it progresses and page should show the progress.
Sync Task and appointments with Outlook
Most sales people rely on outlook to keep track of the calendar and tasks. Business Central needs to sync tasks between BC and Outlook. Users should be able to create task and appointments in outlook and have them logged in BC or created in BC and added to Outlook
Best regards,
Business Central Team
Allow Users to Change the Contact for Opportunities after They're Activated
Sometimes opportunities get entered under the wrong Company contact. We have found that after the opportunity is activated there is no way to lookup to the full contact list. The system seems to filter the list of contacts in the lookup down to the ones associated with the Company contact that wa...
Opportunities - Attachments
Please add the ability to attached documents to opportunities
Thank you for your feedback!
This idea is got implemented through an open-source contribution by one of our community members: https://github.com/microsoft/BusinessCentralApps/pull/999.
Thank you very much for this great code contribution!
Sincerely,
The Business Central Team
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