Customized quote statuses
Customized quote stages (quote status/stages: draft, sent, due, deleted, outsold)
When working with many quotations then it's impossible to remember status of each quote and to be able to assess quickly next potential step it would be easiest to have relevant status info...
Opportunity activity feed
Currently interaction log, comments and tasks are rather hidden and to get quick overview it requires few clicks to get quick overview. Sales cycle table takes 50+% space from the Opportunity page and it would be rather better do have comments, tasks, interaction visible rather than just log of s...
Best regards,
Business Central Team
Opportunities - Attachments
Please add the ability to attached documents to opportunities
Best regards,
Business Central Team
Business Central needs CRM
Business Central needs basic CRM to efficiently manage sales leads, opportunities, communication and tasks.
Dynamics 365 Sales is good option but its useless until its not seamlessly connected to BC. You cant make quotations without having all tax setting, posting groups, vat rates, spec...
Convert Quote into Blanket Sales Order
Today one can only convert a quote into a Sales Order. It's lacks the possibility to convert a Quote into a Blanket Sales Order. So users would need to create a Blanket Sales Order manually. With essentially the same info as on the Quote. Not quite efficient.
Best regards,
Business Central Team
Identical e-mail creation for interaction and segment
The creation of e-mails in the context of interactions and segments is not identical. For interactions, the field "Description" is used to create the email subject, whereas the field "Subject" is used when logging segments. Therefore, when creating an interaction, the content of the field "Descr...
Best regards,
Business Central Team
Show customer name on Opportunities
I cannot see who the customer is on the opportunities page. Can the customer name be added to the personalisation options?
Best regards,
Business Central Team
Dynamics CRM/CDS Integration: Add support for Field Type PartyList
Currently you cannot access neither the Field "Required Attendees" of the Entry "Appointment", which has the Field Type PartyList, nor the data structure "Activity Party" where this information is saved. The PowerShell Cmd New-NavCrmTable don't create fields of Field Type PartyList. You can cre...
Best regards,
Business Central Team
Meeting tasks creation on SaaS environment
We can create tasks with the Type = Meeting.
This type of task can be created only on an on-premise deployment.
Limitation here is usage of .NET based Outlook Client integration components which Microsoft don't support in SaaS version.
Is it possible to work on that to have t...
Allow Typing in Contact Name in Opportunities
The Contact No. lookup field on the Opportunity Card does not allow users to type in the name of the contact and select from a dropdown. Instead they have to click the assist edit to pull up the full list and select the Contact that way. This adds time to the opportunity entry process and does no...
Administrator