Integrate opportuntity management wiht Planner app
BC Opportunity management is not a tool what can be used to save time, money or other resources for sales staff or company in general. Managing conntacts, communication etc. is just not efficient and instead saving time it does the opposite.
I have idea to integrate opportunit...
Several Numbering Series also for Sales Opportunities
In Business Central, you can set up different numbering series for sales opportunities
However, currently, there is no option to choose a specific numbering series when creating a new sales opportunity. This means that you cannot access the various numbering series that you have set up ...
Create Opportunities From Segment
on Segment Header, there are two options to Creation Opportunity.
one of them is not pulling all data like Contact data, salesperson is not updating on opportunity & opportunity record is creating without data for Single opportunity.
it would be great if update & link a...
Person contact merge with different companies
If two person contacts from one company contact (both have interactions) are merged, the interaction of the duplicate to the existing contact is also noted.
However, if two person contacts (each with interactions) from different company contacts are merged, only the interaction of the e...
delete opportunity sales cycle stages
add ability to delete sales cycle stage from opportunity
Email Status in Role Center is not updated immediately
Hi,
Our customer asks why Email Status tiles do not update immediately after when emails were sent or deleted.
1) Click Email Status to open "Failed Emails in Outbox" or "Draft Emails in Outbox" in Role Center
2) Open Outbox and delete/send email
3) Back to R...
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...
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...
Update Page and GlobalContact after selecting Contact No.
Hello,
I'd like to suggest to update the page and variable GlobalContact after the Contact No. in the opportunity card is chosen. There are multiple fields which are calculated/selected based on the field Contact No and variable GlobalContact and our users are confused that th...
Business Central needs CRM
Business Central needs basic CRM to efficiently manage sales leads, opportunities, communication and tasks.
Dynamics 365 Sales is good option but its useless until its not seamlessly connected to BC. You cant make quotations without having all tax setting, posting groups, vat rates, spec...