Microsoft Dynamics 365
In order to engage with customers the benefit that D365 CE brings is the collaboration.
This has been lost through not being able to visually see in the customer timeline all the engagements the customer received. When a customer service agent or sales individual is look ate what promotion the customer received or any legislation/ contract updates - these needs to be accessible.
crazy that it has been almost 2 years and this is still not addressed
Oops! please disregards this item. It is possible to schedule alternative resources though review, confirmed and then booking feature.
This is a great idea -- our team would benefit greatly from Email Signature Templates, where Dynamic Values can be stored. Then if users could create their own personal email signatures based off of the templates, we could standardize email signatures across an entire team.
vital requirement. especially as mentioned by Henrick for government paperwork. This should include weights as well
We have thousands of products that we require this on. This includes when purchasing a variant we require the weight to correctly complete Government documentation
Plus when selling a variant the weight could vary from 1g to 1kg which when booking transport for 1000 items makes a large difference
Other then making (manual) entry on sales and purchase orders mandatory, it would be nice to have defaults for these values on the customer and vendor level.
Isn't this impossible due to the anti malware structures in place for most mail clients?
Can you explain more how to find Setup- layout - check from the bank account?
I am not able to assign a document layout in Bank account card like you say.
If I am going in Report Selection - Bank Account, I see the report 1401 for the usage of Check. Per example, if I want to use the format 10401 only for one bank account and 1401 for the other bank account, how can we setup this directly in Bank account?
We can assign a document layout for a customer for different usage, different from the one assign by default but I don't see the menu you are indicate.
I agree, because if we need to add information on a journal entry, there is no way to drill down to the transaction after the posting to see those comment field information and Transaction information.