57

As a consultant on site assisting the customer in setting up their environment I am unable to set up the sales integration. I believe this is because it uses the user of the person that sets this up as the User ID on the Job Queue entries. This assumes that there is someone capable (and licensed) at the customer to be able to set this up which isn't always the case. Furthermore, once the integration has been set up any tables that are part of the integration cannot be updated by a delegated admin. IE once the Customer integration has been turned on I can no longer use RapidStart to update Customer records as "You do not have permission to create or run scheduled tasks", you can't temporarily disable the integration either for the same reason. Because the integration doesn't allow the use of different customer templates the customers are often created incorrectly in Business Central and there is no way to assist the customer in rectifying this issue.

Category: Sales
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

Sincerely,
Ivan Koletic
PM, Microsoft