D365 Sales Integration new feature - Two way communication between D365 BC Sales Orders and D365 Sales Orders
Hi Microsoft cohort. As Is D365 Sales and D365 BC Sales order integration is one way process, where submitted order from D365 Sales are read only and can be amended on as sales orders in D365 BC. I am of the opinion that there should be an extended feature in BC, which will enable to change sta...
Allow filtering and sorting in opportunity list of Current Sales Cycle Stage
Allow filtering and sorting in opportunity list of Current Sales Cycle Stage. Currently you can only filter this column by the Current Sales Cycle Stage CODE, not the description. The Code does not appear in the list of columns to view in the opportunity list so it is confusing.
Best regards,
Business Central Team
Reopen Opportunity
Ability to reopen opportunity
Automatic Email Logging and Logging Emails with Segments
Currently, if email logging is in place under Marketing Setup > Email Logging, then emails are automatically logged according to the rules outlined in that setup (https://docs.microsoft.com/en-us/dynamics365/business-central/marketing-set-up-email-logging). If emails are sent by logging a Segmen...
Best regards,
Business Central Team
Person contact merge with different companies
If two person contacts from one company contact (both have interactions) are merged, the interaction of the duplicate to the existing contact is also noted.
However, if two person contacts (each with interactions) from different company contacts are merged, only the interaction of the e...
Link Multiple Sales Quotes on Opportunity
Ability to Link Multiple Sales Quotes on Opportunity
Opportunity and tasks management in Teams (planner app)
Managing tasks in BC is painful and is not efficient. It would fix the problem if tasks (as well opportunities) can be managed via Teams Planner app. It could increase sales team efficiency 500% as no need to use additional CRM and all can be managed from one spot.
Segments in Business Central Marketing - Logging Emails for Segments requires individual
When creating a Segment with multiple Contacts where a company email the contacts, the selection of the Log button with Send Attachments set to TRUE followed by confirming with the OK, the Edit – Send Email Page will appear for each Contact. When a company needs to send the Email to 100 contacts...
Best regards,
Business Central Team
Synch complete opportunity from RM to BC
When an opportunity is synched from CRM (D365 for Sales) to Business Central, only the description and the contact no. can be copied from CRM to the (new) opportunity in BC. This means the opportunity is created in BC as 'not started', regardless the status in CRM. That also means the opportunit...
Contact Categories
Contact bucket has vendor contacts, customer contacts, bank contacts and other contacts. There should be easy wat to filter and create views for this. This can be easily achievable by adding business relation field on to contacts table.
Best regards,
Business Central Team
Administrator