MS Teams integration with D365 F&O
There are customers who are interested in MS Teams integration with D365 F&O. The functionality could be used in difference process with many customers.
Dynamics 365 Sales order processing by team processing synchronized coordination
Wish there is an option to enable team synchronized coordination when processing a sales order for purpose to easily set responsibilities based on processing (e.g. placing a purchase order, 3rd party confirmation, 3rd party packing slip, 3rd party invoicing, 3rd party price change, 3rd party f...
Delivery note "correct" and "cancel" function is not working when the financial period of document is not open
Description: Function "Correct" and "cancel" of sales order delivery note is not working when the financial period of the product receipt is not open. There is standard information that Period is not open. This is often happening that the correction of the document is being do...
Dynamics 365 Unconfirmed customer sales order day count from today
Wish there is an option to easily identify, inquiry or report on unconfirmed customer sales oder day count from today's date.
Not featuring a day count, user may potentially calculate conventionally or outside the system.
Sales Order Workflow Process
I would like to add about Sales Order workflow which is not available in D365 F&O and in all the Implementation this is required by customer.
In Procurement side Purchase Order workflow is available as Standard configuration. If it's available in Sales Order side, then we can avoid cust...
Dynamics 365 Customer print out setup forms option to include item complementary items listings
Wish there is an option to easily list item complementary items to be expected to be included from the main when specifying customer printing forms setup (e.g. customer confirmations, quotes, invoice, picking list, packing slip)
Dynamics 365 Customer sales order item sales discount allocation multiple lines
Wish there is an option to easily visualize and identify customer sales order item sales discount allocation into multiple lines for purpose to easily visualize and comply with IFRS15 and ASC 606. on customer projects and customer sales orders.
Example:
Item1 unit sales ...
Dynamics 365 Sales order distribution priority location and field service locations synchronization proposal option
Wish there is an option to easily identify, visualize and setup sales order distribution priority location and field service work order locations option easily synchronize proposals for purpose to efficient maintenance, deliveries, recalls, service orders, professional services.... (e.g. vehic...
Return Orders | Discount percentage field to be editable.
D365 automatically populates the discount percentage in the return order only if the return order was created with reference to a sales order and cannot be edited. However, this does not help us since we cannot create return orders with reference to an original sales order due...
Credit check with the sales order amount is .00
Credit check with the sales order amount is .00 to be worked as parameter to be worked as toggle with option as yes or no