Comments
Clients want to know:
For a given period: How many sales quotes have I raised, how many revisions were there, what is the total value of the quotes (based on last quote version). Then they want to know value converted to sales order (i.e. Won), and then lost (and reason - quality, price, availability etc) - Reason Code could be used here? Also, may need "quoted in error".
This is a particular problem when configuring or testing the D365 Connector.
We have to "borrow" a customer license when there is any work around the connector as it relies so heavily on job queues.
There are also some "silent" issues that do not error but give unexpected results when the system attempts to create job queue entries for syncs and following record changes.
Some jobs (such as D365 connector) should run as some sort of service user or admin context, rather than a specific user. Which would resolve the issues with connector
Also allowing partners the option to start a job queue as another user ie "Run As"
We just completed an implementation for a French customer (FR localisation) and they are also complaining about performance issue when typing the decimal seperator, they need to type , which is not present on the numpad, they are also making errors by typing decimal because of muscle memory when using the keypad.
This needs to be fixed asap.
Required after confirmation in the purchase order, the user could attach a document
1. Printing a purchase order in Dynamics 365 IS is available after launching \ approval \ approval of the workflow
2. The printed form is signed by Kazakhmys and sent to the counterparty for signature
3. A two-sided signed purchase order is required to be attached to the Dynamics IS
4. In the status confirmed, the system does not allow you to attach a document, you need to request a change