Microsoft Dynamics 365
I think just making the Microsoft Forms a little more advanced where it can have lookup fields and allow the developer to create conditional rules would be very helpful.
It's incredible to use project management without integration in sales. However, everytime when the customer is using project module, he needs to stop activities on sales side and needs to do double job on PM site. I know, it's very hard to build a logic like sales order processing in combination with separate reactions on PM module site. But, I'm convince that many customers' would be welcome those fully integration. As an example, they don't need to entry items on Sales order and once again in project planning lines with all stuff out of the sales order.
It seems possible in clickdimensions....
Same Problem here:
Right now as we want to add new Users to our BC Environment the only possibility on BC Online is to use the "Get new Users from Office 365" Function to import the users with a BC License.
But this Function is limited in its use when there are multiple Production Environments as in our case. The problem is that this funtion doesn't let us choose which users with a BC License get imported. We dont want to have all users in all production environments.
Right now we are disabling users after the import but thats a lot of work which could be prevented by making it possible to choose the users from Office 365 before they get added to the BC production environment.
So this is a much needed function!
As it is offer on Opportunities, Kanban views cannot be used. Few customer uses the out of box Business Process Flow. We desperately need it to be working on custom business process flow. Else the feature can be abandoned.
Again came across to this, customer has problem because cannot date filter back in time. It is not good that functions that have been in NAV earlier and it has been removed from the BC. This happens to my customer, they have had NAV earlier and have transferred to BC and now they get problems in usage.
Also missing is a Job order confirmation report, to be printed when the job reaches 'open' status.
And with that, a 'send job confirmation' button (similar to 'send job quote').
It is also very illogical and inconsequent that this 'send quote' option will only work if for the customer a document layout has been set up for the job report: why is there no 'Job report selection' (similar to Sales report selection) to set up the correct report ID, and then by default select the email address from the customer card or contact card, and have the customer document layout be there for the exceptions?
Our company also would like to propose Debit Note function.
Company use this document to recover costs paid on behalf that is not their companies' expenses or shared expenses with partner company.
Sales Invoice is document used for normal trade e.g. sales of inventory / services.