Expand Item Cross Reference field
We use Item Cross Reference numbers to sync our item numbers with our customers item numbers. The problem is that this field is only 20 characters today and many of our customers are having longer item numbers. If this field can be extended to 50 characters we would avoid this problem.
Update Bill-to Address when Sell-to Address Updated
When a Sell-to Address is updated on a Sales Order (or invoice) there is a prompt to ask if you want to update the Customer, if you say yes the Customer is updated, the Ship-to Address is also updated (if Ship-to is set to Default) but not the Bill-to Address on the Sales Order. This then means w...
Conditional use of Customer Templates in Sales/CRM Integration
When integrating Business Central to D365 Sales (CRM) the automatic creation of Customers can only use a single template to populate fields in Business Central (Specified in the Table Config Template Code). In a majority of scenarios this isn't usable. It would make sense to be able to set up a ...
Setup number of copies to print more flexible (e.g.in document sending profile)
Assuming you want to send out printed hardcopies for an invoice and you setup the number of copies to 5 in the Customer. If you print, you get 5 copies. If you now also want for informational purposes email the invoice as well - you will get a PDF with 5 copies. Which makes no sense for PDF. If ...
Document Sending Profile per Document Type
Create new document sending profiles so that is not only one sending profile per customer but per document type (e.g. Sales shipment -> print / Sales invoice -> email)
Ship-to Address changes to be updated to Purchase Order on Drop Shipments
For Drop Shipments, the Ship-to Address information from Sales Order is copied to the Purchase Order, when the Purchase Order is created. Currently, the Shipping fields on the Purchase Order are non-editable in case of Drop Shipment. Therefore, even the manual update process of address informatio...
Best regards,
Business Central Team
Improving the Contact sync feature of D365 Business central
Customer has enabled the synchronise contacts with Outlook feature on the Exchange Sync. Setup page in Business Central as described in this link: https://docs.microsoft.com/en-au/dynamics365/business-central/admin-synchronize-outlook-contacts Customer requirement is for the Personal Contac...
Sales Price List Duplication - more flexibility
It would be great to have the Sales Price List functionality reviewed, so users could enter something like this:
- Sales Price List for the whole October (01/10/2022 to 30/10/2022)
- Sales Price List with special prices for the first days of October (01/10/2022 to 10/10/2022).
STATUS DETAILSNeeds Votes
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
Allow Delegated Admin to set up Dynamics 365 for Sales Integration
As a consultant on site assisting the customer in setting up their environment I am unable to set up the sales integration. I believe this is because it uses the user of the person that sets this up as the User ID on the Job Queue entries. This assumes that there is someone capable (and licens...
Customer's Document layouts
Customers are missing possibility to define specific layout for Shipment in Custom Report Selection table. Also Service quote, order, invoice, credit memo would be great.
Administrator