Pull the phone number from the shipping address to the sales order when manually creating a sales order in Dynamics 365.
We have the Phone Number field in the checkout screen from commerce. When the user enters a Phone Number in the field, the same is not visible from the D365 HQ Sales Order details either in Line / Header fields.
As per MS Support, T...
B2B Visibility of Ship Dates on Commerce site
There is currently no ability for customers to see the shipment and receipt date on sales orders. Adding this feature would reduce the number of customer queries significantly and make Commerce a more viable option for many customers who need to know the date they can expect goods.
Thank you for the idea! We will consider this in our product backlog and update the status of your idea if/when it becomes a planned or completed feature!
Make 'show available discounts' functionality also available for call center sales orders
To make it easy for sales associates to learn what promotions are applicable to a selected line, or even to the whole cart, retailers can add the button for the "View available discounts" operation to the button grid on the Transaction page. As a result, sales associate can select a transaction l...
Change UOM on Return Orders
Need the ability when returning a Item that is allowed to be returned at a different Unit of Measure from what it was bought. Scenarios is when you buy a Case of an item but want to return one of the piece at a later date. Currently the system restricts you to returning against the original un...
Thank you for your suggestion. We will continue to monitor this idea for votes and consideration in our product backlog. Holly Haines - Principal Program Manager - Dynamics 365 for Retail
Return product and return sales order should not have same POS operation and permissions
Retailers can use the return product operation on the mPOS to do a return without a receipt. However, this operation is also linked to returning a sales order through the omnichannel return order process on the mPOS. It is logical to have manager permission required for a return without receipt, ...
Thank you for the product suggestion! We will continue to monitor this idea and the votes to determine if it will be given a position in our backlog. -Holly Haines, Principal Program Manager
Customer orders marked as 'Carry out all' must be processed in Real-time (as customer orders) and must not be transformed to cash-and-carry transactions
Recently new functionality has been introduced in CPOS: 'Carry out' orders.
This functionality is very convenient, when Business needs always to track inventory levels in real-time: in such case only Customer orders are created in POS, no cash-and-carry sales.
‘Recall order...
Please note, on the functionality profile, you can configure all POS cash and carry sales to be created as real time service orders. When you make a transaction "carryout all", we do convert this back to a transaction type (not an order), by current design. Adding any additional capability here will be under consideration as we monitor response to this idea. Thank you for your feedback!
A partial prepayment in POS stops due to exceeded credit limit
This problem occurs if the Credit limit type is set to Balance+All and the customer is marked with Mandatory credit limit=Yes. If a sales order is created in HQ and partially prepaid in POS, there is a credit limit error, and the transaction is not possible to complete. It should be possible t...
B2B - Allow optional extra fields at checkout
It is my belief that the B2B site should provide the ability for the user to order product easily but without sacrificing functionality.
To this end, at checkout the B2B system should optionally request:
- Customer reference (This is mostly always captured ...
STATUS DETAILSNeeds Votes
Thanks for the idea. We have added this request in our backlog and will monitor it for more votes.
Prevent customers who are on hold from checking out on B2B e-Commerce (including with CC)
When a customer is placed on hold in D365 F&O they should not be able to checkout/place an order on the B2B e-Commerce site. Currently they are able to checkout using a credit card, but then the order gets stuck as an online store transaction and fails to synchronize into an actual sales order...
Thank you for the idea! We will consider this in our product backlog and update the status of your idea if/when it becomes a planned or completed feature!
B2B Sales Agreements
Sales agreements are not currently supported in D365 Commerce. This is a feature used by many businesses and so would be useful in B2B scenarios.
The feature is now completed and is available with 2022 Wave 1.
Administrator
Thanks for the idea. This has been marked as "Needs votes".