0
Category:
STATUS DETAILS

Comments

We had a similar requirement before and had to do a workaround (which is not really preferred) to bypass this design limitation in the product. It would be a good improvement on the product if the work orders are redesigned to include contacts as well. Thanks!

Category:

Service/non-inventory items are somewhat not able to be used in terms of evaluating adjusted profit analysis in "Statistics" window on eg. sales invoice card or in standard report 115 "Salesperson Commission".Was about to create idea, when I found this idea. Now 2 years passed and only 12 votes so far, but anyone using service items would probably want this. So +1 from me. https://experience.dynamics.com/ideas/idea/?ideaid=bf2abac3-ad6b-eb11-8fed-0003ff45c942My use case for why this is importantI have a client who is asking me how one can adjust the "Unit Cost" of value entries relating to service items on sales invoices. Eg. Client posted a sales invoice, with the knowledge they had about the expected unit cost (LCY) put into the sales line, and now after the sales invoice was posted, they realize that unit cost was completely wrong.This is a problem when they are opening up "Statistics" on Sales Invoice card or running the standard salesperson provision report - as that report only calculates adjustments as those that are "regulation" type on value entries and will not include "not-inventory costs" anyways. You can actually adjust the sales-shipment unit cost (non-inventory) using eg. a "Item Charge" - which i just tested, so item ledger entry gets fixed on the sales part. This does however not get used in the adjusted profit column in this report, nor in the "statistics" window.I think it's a bug almost.

Category:

Requested by our business as well. Quite some contacts in a Company with the same number. Would be helpful of the agents are notified about this with the possibilitt to select one on the conversation.

Category:

Must have feature in our context as well!

Category:

This would be a great feature for our teams as well. Especially If it would also automatically relate the selected customer to the conversation which is currently not the case when starting a call from a contact.

Category:

Fully agree! In our business context as well it is relevant to have a wrap up timer after transferring a call.

Category:

This is very necessray in Brazil!

Category:

Absolutely essential to keep these roles on Activity level!

Category:

Most our entities in D365 invoice via projects, and there has been great demand for the CPA in our organisation. This development would be very beneficial and a big win for us.

Category:

Assuming that you already have Business Unit Scoping for real-time journeys turned on, you can turn on modernized business unit too (through Power Platform Admin center; feature called "Record ownership across business units") and the user should be able to select the specific business unit for which the consent record should be created.

Category:

  • 1
  • 482
  • 483
  • 484
  • 485
  • 486
  • 487
  • 488
  • 489
  • 490
  • 500