118

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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12 Comments

Read more... 12 Comments

Category: Sales (268)

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, 
Business Central Team
102

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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8 Comments

Read more... 8 Comments

Category: Sales (268)

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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96

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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5 Comments

Read more... 5 Comments

Category: Sales (268)

STATUS DETAILS
Under Review
65

Expand Item Cross Reference field

We use Item Cross Reference numbers to sync our item numbers with our customers item numbers. The problem is that this field is only 20 characters today and many of our customers are having longer item numbers. If this field can be extended to 50 characters we would avoid this problem.

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1 Comments

Read more... 1 Comments

Category: Sales (268)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 

 

Sincerely, 

Ivan Koletic

PM, Microsoft


55

Customer's Document layouts

Customers are missing possibility to define specific layout for Shipment in Custom Report Selection table. Also Service quote, order, invoice, credit memo would be great.

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3 Comments

Read more... 3 Comments

Category: Sales (268)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. 

Best regards, 
Business Central Team
50

Customer/Vendor Card Emails

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

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6 Comments

Read more... 6 Comments

Category: Sales (268)

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

50

Create Notification for Original Requester/Sender ID

This is specific to the sales workflow approvals.  I've set up the workflow so that an invoice entered by USER A has to be approved by USER B, then by USER C, and then it can be posted.  This approval routing list could be longer, and maybe USER F is the last to approv...

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6 Comments

Read more... 6 Comments

Category: Sales (268)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Notify requester about all changes for an approval request in Business Central Wave 1 2020 Release. 
Please refer to the following link for more information:


Sincerely,
Business Central Team
49

Merge customers and vendors

Sometimes customers and vendors are created in error and are a duplicate of another record. It would be nice if there is a merge function in Business Central to get rid of the duplicate. In GP, there is a utility that allows a user to merge records and it will also merge all the posted transact...

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2 Comments

Read more... 2 Comments

Category: Sales (268)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Business Central April 2019 release. Please refer to the following link for more information: https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-business-central/application-enhancements Sincerely,​ Business Central Team
45

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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3 Comments

Read more... 3 Comments

Category: Sales (268)

STATUS DETAILS
Under Review
44

Setup number of copies to print more flexible (e.g.in document sending profile)

Assuming you want to send out printed hardcopies for an invoice and you setup the number of copies to 5 in the Customer. If you print, you get 5 copies. If you now also want for informational purposes email the invoice as well - you will get a PDF with 5 copies. Which makes no sense for PDF. If ...

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0 Comments

Read more... 0 Comments

Category: Sales (268)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
 ​
Sincerely,​
Ivan Koletic
PM, Microsoft ​