11

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...

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Category: Opportunity Management (2)

STATUS DETAILS
Under Review
Ideas Administrator

Hi John, 

Thanks for your suggestion. We will look into this for a future release. 

Jodi Christiansen

PM, Microsoft

4

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. ...

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Category: Opportunity Management (2)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team