216

Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

When creating an interaction that has an attachment with a wizard type of 'Open' (i.e. template 'BUS' in Cronus), the mailmerge functionality only works in the RTC, not in the web client. When creating it from the web client, you can only open a copy of the Word template with merge fields. None o...

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22 Comments

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Category: Sales (579)

STATUS DETAILS
Planned
2021 Release Wave 1
Ideas Administrator
Thank you for your feedback. This is a great suggestion! We are adding it to our roadmap.

Your help is greatly appreciated, 

Tomás Navarro
PM, Microsoft 
188

b2b customer portal to allow customer view and place orders, pay and engage.

make a b2b portal for customers to log in to view orders, pay bills, place orders, request quotes, view quotes and on. I think ecommerce and customer portal is a must to have and must be from the same house (microsoft) in order to work perfectly together with the erp, inventory, finance, etc. ...

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10 Comments

Read more... 10 Comments

Category: Sales (579)

STATUS DETAILS
Under Review
132

Email Multiple Sales Invoices

You can select multiple invoices from the sales invoices view but when you select post and send the feature only posts one of the selected invoices. Not sure if this is a bug or a new feature but it would be nice if you could select multiple invoices and process (post or post/send).

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4 Comments

Read more... 4 Comments

Category: Sales (579)

STATUS DETAILS
Under Review
122

Subscription invoicing

Companies are from physical and transaction based products to subscription based services. A Modern cloud based ERP/Financial solution should support management and invoicing of subscription services

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9 Comments

Read more... 9 Comments

Category: Sales (579)

STATUS DETAILS
Declined
Ideas Administrator

We have considered this capability for a long time but our current roadmap does not include it as part of the standard product. Existing features do offer basic capabilities that can be utilized, for example to automate invoicing. On AppSource, various related or dedicated subscription solutions are offered today and will be in the future, both for general application and for specific industries. On the short term, we will therefore not develop subscription billing in the standard product but refer to the following existing options: 

Sincerly, 

Brian Nielsen, Program Manager, Microsoft. 

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107

Edit pricelists in Excel

With the new pricelist feature it should be possible to edit the pricelists in Excel and publish the changes back to BC like you have in many other pages. Edit in Excel function is missing on the pricelist page.

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3 Comments

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Category: Sales (579)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for this suggestion! 
We are considering this improvement in one of the next versions. Stay tuned.

Best regards, 
Business Central Team
92

Ability to Delete Multiple Records

Hello,

While on listing pages for sales orders, or unposted invoices, when you use the select multiple function the Delete option becomes inactive in the ribbon, along with Edit and View.  While Edit and View are understandable, a user should be able to Delete multiple records at o...

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1 Comments

Read more... 1 Comments

Category: Sales (579)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We are considering adding it to our longer term roadmap.


Your help is greatly appreciated,
Mike Borg Cardona
Program Manager, Microsoft 
86

Sales Amount invoiced split in several installments

During deployment of BC in a big company with agencies in several countries, a petition repeated in some of these countries was to manage payment in several installments.


This feature is available in some countries localization.


Could this feature be added to ...

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2 Comments

Read more... 2 Comments

Category: Sales (579)

STATUS DETAILS
New
80

Customer/Vendor Card Emails

Allow more than one email to be setup on the customer/vendor card.

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9 Comments

Read more... 9 Comments

Category: Sales (579)

STATUS DETAILS
Under Review
Ideas Administrator

Hi Kristen, 

Thanks for the suggestion on more than one email. May I ask why you would need more than one email and is it for the actual contact on the customer/vendor card? 

thank you

Jodi Christiansen
PM, Microsoft

70

Selection of a bank account in sales documents

A lot of companies use multiple bank accounts in a variety of banking institutions which allows them to reduce the costs of handling financial transactions. But in Business Central now (and previously in NAV) it is possible to define only one bank account which will be printed on sales invoices a...

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3 Comments

Read more... 3 Comments

Category: Sales (579)

STATUS DETAILS
Planned
2022 Release Wave 1
Ideas Administrator
Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2022 release wave 1.  
You can now change default company bank account (if you have permission) on sales and service documents.

Learn more about what's new and planned for Change default company bank account on sales and service documents in the release plan here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/smb/dynamics365-business-central/change-default-company-bank-account-sales-service-documents  

Your help was greatly appreciated,  
Business Central Team
69

Expand Sales Order + Sales Order Line API with more fields

For a client project launching in April, I am integrating a webshop to Business Central Cloud and together with the e-commerce partner we would like to use the standard API for transferring Sales Order and Order Lines, but we face some early issues with missing fields. So I hope this area could b...

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2 Comments

Read more... 2 Comments

Category: Sales (579)

STATUS DETAILS
Needs Votes