Microsoft Dynamics 365
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Customer auto transaction anniversary date
It would be nice to be able to track customer anniversary date, not having the option to easily visually identify the customer anniversary date, the user may have to inquiry on the first customer purchase.
Having the option to easily default customer anniversary date at point of first purchase t...
Service order pre-print out system form by quantities
It would be nice in the future to include the option for the user to easily generate and print pre-print out service order form, for purpose to speed service order capture entry.
Not having this option, the potential customers may wait until a service order is completely capture, instead of syst...
Financial dimension department anniversary date
It would be nice to future be able to easily identify financial dimension department anniversary date, not having this option the user may track this outside the system.
Alternative the user could use the active from and active to date to include the financial dimension department anniversary da...
Item unit and unit conversion forceability policies
It would be nice in the future be able to setup purchasing and sales item unit and item unit conversion forcibility policies for purpose of item transaction consistency as per legal entity preferences.
Not having this option, the user may alternative setup multiple unit conversions at user pref...
In care of field from address name
Currently the user have the option to capture addresses name, however there is currently no option to specify "In Care of" not having this option the user may alternative include the "in care" wording from the address name, for purpose of mailing.
Potentially enhancing the address name to future...
Inconsistent master record identification field
It would be nice to be able to easily visually identify an in-consistent master record for purpose to prevent users from utilizing an inconsistent master record.
Alternative users could edit an inconsistent master record and capture the word "inconsistent" from the master record description.
Legal entity anniversary date
It would be nice to future include legal entity anniversary date. Not having the legal entity anniversary date, users may not easily conventionally recall the date.
Having the legal entity anniversary date, legal representatives and owners may easily identify for purpose of potential events, le...
Address type PO Box
It would be nice to future include the address type "PO Box" not having this option, the user may alternative set address type "other".
Not having the option of address type "PO Box" the user may alternative select address type "Other" and may make notes from the address name.
Address type residence
Currently there is the option for address type named "other" however, there is no option to easily visually identify an address type "residential" not having this option, the user may not easily identify type of potential equipment need it.
Alternative, the user could use the address of type "ot...
Area code telephone number entry validation
It would be nice to future be able to easily validate area code telephone number, for purpose of preventing users to capture incorrect area telephone numbers.
Not having the option to validate area code telephone number, user may only relied on telephone area code entries.