173

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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15 Comments

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Category: Sales and marketing (728)

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

126

Bundles - too limited functionality

D365FO supports bundles (see https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/rev-rec-bundles). But the func...

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6 Comments

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Category: Sales and marketing (728)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.

122

To copy Customer's Employee responsible into the Sales order's Sales responsible

There are 2 fields in sales order which contain the same value : Sales taker and Sales responsible. It is clear that Sales taker is the person who enters the sales order, but the Sales responsible should come from the Employee responsible on the customer card.

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7 Comments

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Category: Sales and marketing (728)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.

112

Data entity should be available to upload Customer Sellable days

There is no data entity available to upload Customer Sellable days (Sales and marketing > Customers > All customers , Action Pane Sell > Setup > Sellable days). This should be available as it is impossible for the customer to manually add all item-customer combinations for each separate custom...

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0 Comments

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Category: Sales and marketing (728)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you very much for your input. This currently is requested by 10 unique customers/partners. We do not have any plans to extend this capability, but we will however continue to monitor how much in demand such a capability is and re-asses once/if more unique votes are recorded.  

 

111

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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11 Comments

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Category: Sales and marketing (728)

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

110

Workflow for sales quotation and sales order

It is good to have the workflow available for sales quotation and sales order. There are demands from customer that request for this. The justification is that there are business requests to have an approval workflow before the quotation/order can be process to check on the price and discount tha...

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8 Comments

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Category: Sales and marketing (728)

STATUS DETAILS
Under Review
Ideas Administrator

We appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback and prioritize it accordingly in our backlog.

Dasani Madipalli - Program Manager - Microsoft Dynamics for SCM

108

Workflow approval process in trade agreement journals

In the latest releases we have seen workflow approval process in inventory journals and ledger journals but not in trade agreement journals, so it could be nice to implement that idea in trade agreement journals.

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1 Comments

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Category: Sales and marketing (728)

STATUS DETAILS
Needs Votes
Ideas Administrator

We appreciate you taking the time to create this input. While we do not have any plans at present to provide the capability requested, we will continue to monitor how much in demand such a capability is.

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

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Category: Sales and marketing (728)

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 

88

Resize the sales order line quantity form

Sales order - General - Line quantity. This much-used form shows the line quantity per transaction status. By default, it only displays 6 lines. For large sales orders this calls for a lot of scrolling.

  • dynamically size the grid depending on screen size to use the full screen & show...

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    0 Comments

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    Category: Sales and marketing (728)

    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.

84

Trade Agreement Pricing at Item Price Group Level

The definition of pricing is not available in D365FO to be defined by an Item Price Group. This currently does not exist on the Released Item Master as an available field. This functionality would enable trade agreement lines to drastically reduce (in applicable cases) and allow for improvemen...

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5 Comments

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Category: Sales and marketing (728)

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.