Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)
When creating an interaction that has an attachment with a wizard type of 'Open' (i.e. template 'BUS' in Cronus), the mailmerge functionality only works in the RTC, not in the web client. When creating it from the web client, you can only open a copy of the Word template with merge fields. None o...
b2b customer portal to allow customer view and place orders, pay and engage.
make a b2b portal for customers to log in to view orders, pay bills, place orders, request quotes, view quotes and on. I think ecommerce and customer portal is a must to have and must be from the same house (microsoft) in order to work perfectly together with the erp, inventory, finance, etc. ...
Email Multiple Sales Invoices
You can select multiple invoices from the sales invoices view but when you select post and send the feature only posts one of the selected invoices. Not sure if this is a bug or a new feature but it would be nice if you could select multiple invoices and process (post or post/send).
Subscription invoicing
Companies are from physical and transaction based products to subscription based services. A Modern cloud based ERP/Financial solution should support management and invoicing of subscription services
We have considered this capability for a long time but our current roadmap does not include it as part of the standard product. Existing features do offer basic capabilities that can be utilized, for example to automate invoicing. On AppSource, various related or dedicated subscription solutions are offered today and will be in the future, both for general application and for specific industries. On the short term, we will therefore not develop subscription billing in the standard product but refer to the following existing options:
- Business Central [Essential plan]: Create Recurring Sales Invoices batch job. If you specify standard sales codes for your customer, you can set them to recurring and then include them in a batch job that creates the repeated invoices. Learn more here: https://docs.microsoft.com/en-gb/dynamics365/business-central/sales-how-work-standard-lines
- Business Central [Premium plan]: Recurring invoicing in Service Management. Although intended mainly for businesses that deliver service and maintenance, you can set up contracts for customers and specify recurrence parameters for invoicing. Learn more here: https://docs.microsoft.com/en-gb/dynamics365/business-central/service-service
- AppSource: Search for ‘subscription’, billing’, ‘recurring’, or ‘repeat invoice’.
Sincerly,
Brian Nielsen, Program Manager, Microsoft.
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Edit pricelists in Excel
With the new pricelist feature it should be possible to edit the pricelists in Excel and publish the changes back to BC like you have in many other pages. Edit in Excel function is missing on the pricelist page.
Ability to Delete Multiple Records
Hello,
While on listing pages for sales orders, or unposted invoices, when you use the select multiple function the Delete option becomes inactive in the ribbon, along with Edit and View. While Edit and View are understandable, a user should be able to Delete multiple records at o...
Sales Amount invoiced split in several installments
During deployment of BC in a big company with agencies in several countries, a petition repeated in some of these countries was to manage payment in several installments.
This feature is available in some countries localization.
Could this feature be added to ...
Customer/Vendor Card Emails
Allow more than one email to be setup on the customer/vendor card.
Hi Kristen,
Thanks for the suggestion on more than one email. May I ask why you would need more than one email and is it for the actual contact on the customer/vendor card?
thank you
Jodi Christiansen
PM, Microsoft
Notification for duplicate External Documents in Sales
Add a notification to alert users during order entry if the External Document No. entered on a new Sales Order already exists in an open Sales Order or posted Sales Invoice. This is important to ensure a single customer order is not accidentally entered more than once. An additional enhancement...
You can contribute by assigning yourself on following GitHub issue: https://github.com/microsoft/BusinessCentralApps/issues/98.
Sincerely, Business Central Team
Selection of a bank account in sales documents
A lot of companies use multiple bank accounts in a variety of banking institutions which allows them to reduce the costs of handling financial transactions. But in Business Central now (and previously in NAV) it is possible to define only one bank account which will be printed on sales invoices a...
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