106

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

Read more... 8 Comments

Category: Sales and marketing (315)

STATUS DETAILS
Completed
Ideas Administrator

The Customer Portal has been completed and made generally available. Please checkout this link to MIcrosoft docs to learn more Customize and use the Customer portal - Supply Chain Management | Dynamics 365 | Microsoft Docs 

66

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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11 Comments

Read more... 11 Comments

Category: Sales and marketing (315)

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

65

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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9 Comments

Read more... 9 Comments

Category: Sales and marketing (315)

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

45

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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4 Comments

Read more... 4 Comments

Category: Sales and marketing (315)

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

36

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 (315)

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 

33

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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9 Comments

Read more... 9 Comments

Category: Sales and marketing (315)

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

31

Send invoice to e-mail stored on address record

Many businesses have a customers that have multiple addresses and each physical address has a different e-mail address that you must send the invoice to. Dynamics does not allow you to do this as you cannot use Print Management to send to the e-mail address specified on the address record, onl...

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1 Comments

Read more... 1 Comments

Category: Sales and marketing (315)

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

31

Allow "explode BOM" on sales quotations/project quoatations

On a sales order it it possible to perform a "Explode BOM", and select the lines that is wanted to on the sales quotation.  For service oriented companies they often want to add lines from a BOM that they qive quotes on.  But this option is not available on sales quotations/proj...

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1 Comments

Read more... 1 Comments

Category: Sales and marketing (315)

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

28

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 (315)

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

Broker claim should be reported on same currency as vendor currency

Broker claim is showing on accounting currency whatever vendor currency. it is expected to have broker claim in same currency as vendor currency

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1 Comments

Read more... 1 Comments

Category: Sales and marketing (315)

STATUS DETAILS
Needs Votes