50

record Outlook, Teams and Skype for Business calls in Business Central

Currently, a phone call is recorded as an "interaction" within Business Central if the phone call is initiated from the Contacts List page, using the "Make Phone Call" action. This is useful, but involves a lot of navigating in order to get to the screen. It would be very useful to be able to s...

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4 Comments

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Category: Opportunity Management (50)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. Sincerely, Business Central Team
47

Integrate next generation email with customers and vendors

The new email functionality keeps a log of all sent email. However, this only partially useful as it is not linked for entity (customer, vendor, employee, contact) or transaction (sales order, invoice, etc). The ability to add that information would finally improve the sub-par relationship manag...

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3 Comments

Read more... 3 Comments

Category: Opportunity Management (50)

STATUS DETAILS
Planned
2021 Release Wave 1
Ideas Administrator
Thank you for your valuable feedback. We have decided to deliver functionality related with your suggestion and make it available with Business Central 2021 release wave 1.  

 
Your help was greatly appreciated,  

Best regards, 
Business Central Team
45

Optimizing Creation of a Quote from the Opportunity

When Quote is being created from the Opportunity two questions may appear: -Do you want to create a contact as a customer using a customer template? -Do you want to update the sales quote with a customer template? The second question appear only if the answer on the first question was negative. ...

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2 Comments

Read more... 2 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
41

Create Business Relations Between Contacts

I work with many clients who have layers of business contacts. A common requirement is to link contact to contact records from different sites via some type of relationship. These could be work related for employment details for people such as managers, etc. Or they could be company related as...

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0 Comments

Read more... 0 Comments

Category: Opportunity Management (50)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

Sincerely,
Business Central Team
39

Multiple quotes linked to one opportuntity

More than often its needed to send multiple quotes related to same opportunity. I can offer different products, different terms etc. and its better to keep them separately as having it on one quote and multiple lines will not give correct overview of quote value or margins on reporting.

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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
33

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 ...

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1 Comments

Read more... 1 Comments

Category: Opportunity Management (50)

STATUS DETAILS
New
Ideas Administrator
Thank you for your feedback. We are considering resolving this product suggestion through open source contributions from our community.
You can contribute by assigning yourself on following GitHub issue: https://github.com/microsoft/BusinessCentralApps/issues/459.

Sincerely, Business Central Team
28

Opportunity needs kanban style page

Opportunity needs kanban style page where user can move the stage as it progresses and page should show the progress.

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3 Comments

Read more... 3 Comments

Category: Opportunity Management (50)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. Sincerely, Business Central Team
25

Sync Task and appointments with Outlook

Most sales people rely on outlook to keep track of the calendar and tasks. Business Central needs to sync tasks between BC and Outlook. Users should be able to create task and appointments in outlook and have them logged in BC or created in BC and added to Outlook

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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
23

Allow Users to Change the Contact for Opportunities after They're Activated

Sometimes opportunities get entered under the wrong Company contact. We have found that after the opportunity is activated there is no way to lookup to the full contact list. The system seems to filter the list of contacts in the lookup down to the ones associated with the Company contact that wa...

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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
20

Tasks and task sync

Opportunities are mostly managed with tasks and working with tasks should be efficient. Today opportunity tasks are hidden and it takes far too many clicks to get anything done. Tasks often change and need adjustment (e.g. task status or progress). We set tasks to remind things and avoid losing ...

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5 Comments

Read more... 5 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