19

Customized quote statuses

Customized quote stages (quote status/stages: draft, sent, due, deleted, outsold)

When working with many quotations then it's impossible to remember status of each quote and to be able to assess quickly next potential step it would be easiest to have relevant status info...

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4 Comments

Read more... 4 Comments

Category: Opportunity Management (50)

STATUS DETAILS
Needs Votes
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
18

Opportunities - Attachments

Please add the ability to attached documents to opportunities

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0 Comments

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Category: Opportunity Management (50)

STATUS DETAILS
Needs Votes
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
12

Dynamics CRM/CDS Integration: Add support for Field Type PartyList

Currently you cannot access neither the Field "Required Attendees" of the Entry "Appointment", which has the Field Type PartyList, nor the data structure "Activity Party" where this information is saved. The PowerShell Cmd New-NavCrmTable don't create fields of Field Type PartyList. You can cre...

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0 Comments

Read more... 0 Comments

Category: Opportunity Management (50)

STATUS DETAILS
Needs Votes
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
11

Meeting tasks creation on SaaS environment

We can create tasks with the Type = Meeting.

This type of task can be created only on an on-premise deployment.

Limitation here is usage of .NET based Outlook Client integration components which Microsoft don't support in SaaS version.

Is it possible to work on that to have t...

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1 Comments

Read more... 1 Comments

Category: Opportunity Management (50)

STATUS DETAILS
Needs Votes
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
2

delete opportunity sales cycle stages

add ability to delete sales cycle stage from opportunity

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0 Comments

Read more... 0 Comments

Category: Opportunity Management (50)

STATUS DETAILS
Needs Votes
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