97

Customer collaboration portal or workspace

Develop ability for a Customer collaboration portal or workspace similar to the Vendor collaboration that was released.  I could not find any mention of a customer portal for Dynamics 365 for Operations to be released.

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8 Comments

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Category: Sales and marketing (143)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. Currently Customer Portal is not in our roadmap; instead, we recommend our customers and partners to consider implementation of the e-Commerce platform provided as part of Microsoft Dynamics 365 for Retail (the overview of the solution can be found here https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/dev-itpro/ecommerce-platform?toc=dynamics365/unified-operations/retail/toc.json). Customers in need of a web shop usually implement a third-party solution.

Sincerely,
Olga T. Mulvad
PM, Microsoft

49

Ability to automatically set "To Date" on any active Trade Agreement

 Hi,

I'd like to suggest a feature to the Trade Agreements functionality. Sometimes Trade Agreement lines are created without specifying a value in the "To date", meaning that these prices will be active indefinitely. I suggest that a check box is available in the Trade ...

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8 Comments

Read more... 8 Comments

Category: Sales and marketing (143)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft

41

Ability to search released products by customer/vendor External Item Number on SO/PO line

A frequent requirement for business processes is the ability for sales and procurement to search on the sales/purchase order line by an external item number. Customization is required on every implementation to accommodate the client. 

There are translations available th...

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7 Comments

Read more... 7 Comments

Category: Sales and marketing (143)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft

33

Customer record of type “Person” should create contact automatically

When creating a customer that has a type of person, the expectation is that the customer co...

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2 Comments

Read more... 2 Comments

Category: Sales and marketing (143)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a fair suggestion and we will consider this in our roadmap.
 
Sincerely,
Olga T. Mulvad
PM, Microsoft 

30

Deduction Workbench - Allow the matching of credits on the customer account

This idea includes process in both Accounts receivable and Sales and Marketing modules.

 

When a Deduction transaction is made in Accounts receivable there is no method to match this deduction to a credit on the customer account without using the Settle transactions function...

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2 Comments

Read more... 2 Comments

Category: Sales and marketing (143)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft

26

Release sales order picking should consider delivery date control capabilities

When you enter a criteria in the Release sales order picking to include the open sales line with a ship date till a specific date, you get a set of records in the form but the "All orders can be delivered" checkbox does not consider this filter and it's unmarked even if the other open sales li...

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0 Comments

Read more... 0 Comments

Category: Sales and marketing (143)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft

25

Inactive contacts for customers should not be available for sales orders etc.

inactive contacts should not be available in sales order etc. as contact Person of customer. It does not make sense to select a contact that is not working for the customer anymore and therefore cannot be contacted.

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8 Comments

Read more... 8 Comments

Category: Sales and marketing (143)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.

Lachlan Cash – Principal Program Manager - Microsoft

23

Cursor default position on Return Order does not default to 'Item Number' field

The default cursor position when creating a Return Order via the Retail > Customer Service does not start on the 'Item Number' field but starts on the 'Quantity' field. 1) Navigate to Customer Service Menu 2) Find Customer 3) Select 'Return Order' 4) Select OK This behavior is not consisten...

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0 Comments

Read more... 0 Comments

Category: Sales and marketing (143)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.

Lachlan Cash – Principal Program Manager - Microsoft

19

Summarize intercompany orders by delivery address

Within intercompany Scenarios it happens that if a sales order contains different delivery addresses on the sales lines, the intercompany orders are splitet. If more than one sales line contains the same address it could happen that it will be splited in two or more different orders as well. T...

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4 Comments

Read more... 4 Comments

Category: Sales and marketing (143)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft

18

Improve erratic Sales Order form grid behaviour

SR Number: 119052425001510 Setup: Generate a new Sales Order. On the Sales Order form set the following: 1. Collapse the Action pane 2. Minimize the Sales order header 3. Maximize the Sales order lines 4. Minimize the Line details This setup is in-order to view as many Sales Order lines as pos...

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1 Comments

Read more... 1 Comments

Category: Sales and marketing (143)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.

Lachlan Cash – Principal Program Manager - Microsoft