Email Status in Role Center is not updated immediately
Hi,
Our customer asks why Email Status tiles do not update immediately after when emails were sent or deleted.
1) Click Email Status to open "Failed Emails in Outbox" or "Draft Emails in Outbox" in Role Center
2) Open Outbox and delete/send email
3) Back to R...
Business Central CRM UI Needs major change
If the plan is not retire Business Central at some point its critical to update CRM in a way what makes it at least usable.
Managing opportunities from one stage to another and managing tasks is complex. Changing opportunity stage should be max. 1 click or drag and drop operation (kanban...
Adding an attachment to an Interaction Log Entry or Contact by selecting a file and not by adding an url link
To add an attachment to an Interaction Log Entry or a Contact, you have to set a link to an url. This not very user-friendly and commercial users will not do it like that because it is too complicated. The possibility to add attachments to Interaction Log Entries or Contacts is very important for...
Personal contacts without company
System should not allow to create personal contacts without the company contacts which is causing lot of confusion and throwing lot of validation errors when try to convert person contact to company contact. When the person contact is created system should auto populate company and inherit compa...
Best regards,
Business Central Team
Meeting invitation tasks should be sent to contact’s email/outlook when the Create Task wizard is finished.
Issue: Meeting invitation tasks are not being sent when the Create Task wizard is finished. Replication Steps: SMTP Email Setup: Setup with valid email address & Credentials. Able to send Test Email Go to > Contact Card > Related > Tasks Create New Task with below input Type: Meeting Start ...
Opportunities - Changing Customer Company and Attachments
Please enable more flexibility in Opportunity editing by default. We are not able to edit the customer company name once it's entered for an opportunity, nor was I able to find any documentation for this feature anywhere. Also, I was not able to add attachments to the Opportunity - please enable!
Best regards,
Business Central Team
relationship management task list interface improvements
The Task List page has heaps of great details but its just provided in a plan flat file format with no good way of helping identity or separating out Priorities or Status of Tasks. Can this element be made to be more sales person focused with maybe some simple PowerBI dashboards to help identify...
Best regards,
Business Central Team
Opportunity Costs
Any business will spend money on traveling, meetings, overtime &, etc. before won an Opportunity, there is no way in Business Central to track the expenses spent on an Opportunity. We used to add new Fields in the Journals [Payment, General & etc] to track that from the ledger entries. Why not ...
Best regards,
Business Central Team
The Opportunity card is missing a lot of useful fields
The Opportunity card is missing a lot of useful fields like (not limited to): • The description is too short only 50 characters, I suggest to add another description field and call it [Opportunity Summary]. • Before activating any stages I like to suggest adding many fields: 1- First Date cont...
Best regards,
Business Central Team
delete opportunity sales cycle stages
add ability to delete sales cycle stage from opportunity
Administrator