Product builder items in Call center orders
Our customer sells products where we would like the product builder. They would enter these items in CallCenter/retail quotes and sales orders (so not in POS). Currently this is not supported in D365. You can enter the product, you can configure the line but retail discounts are not applied and t...
Make Channel Reference ID searchable from Customer Service and All Sales Order Screens
When a customer places an order in an online store they are provided a "Confirmation ID" for their order. It logically follows that when calling in about an order, a customer would expect to be able to provide that Confirmation ID for the CSR to look up and review their order.
Thanks for the idea. This is supported today. To search for an order via the confirmation number, you can navigate to the "Customer service" form and then select the "Order search" tab (Note: The default selection is the customer search tab). One of the options to search an order is by Confirmation number.
-Shalabh Jain
Principal program manager,
Dynamics 365 Commerce
Administrator
The issues related in to price calculations have been addressed and should be functional on call center orders in an upcoming release. These item types are still not supported by the POS.