78
The new Feature for sending Emails is really super and much better than it previously was. I have a suggestion how to improve it a bit more. At the moment all of the Mails that have been sent land in the list called Sent Emails. It would be great to be able to see all of the Emails connected to a single posted Invoice directly from an Invoice. Therefore technical suggestions:
-Introducing the field "systemID" for a table from which the email was send.
-(optional)Introducing the field "Table ID" for the same Table
-(optional as it could be achieved using extension)New Action on Sales Document "Sent Email" which the users could use in order to see all of the emails connected to a document
-(optional) make use of the fields "Last Email Sent Time", "Last Email Sent Status" and "Sent as Email" in the Sales Invoice Header so that Invoices for which the email has not been sent yet can be filtered.
Category: Sales
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team

Comments

M

As per blog by Josh. This would bring product up to parity. Especially if you perhaps look at temporary table or way of integrating the legacy interaction log entries. At the end of day from UX perspective our users just want to see how and when did we communicate with customer. Still an area of pain that cannot be solved by selling Dynamics CRM without losing promise of BC as a simpler single solution.

Category: Sales

M

We have a client asking specifically for this functionality. It would be great to be able to easily see if an invoice was emailed.

Category: Sales

M

Related to
https://experience.dynamics.com/ideas/idea/?ideaid=dbfcab70-e531-eb11-8441-0003ff68e4a1

Similar feedback listed on
https://www.yammer.com/dynamicsnavdev/#/Threads/show?threadId=908516312195072
https://github.com/microsoft/ALAppExtensions/discussions/9768

Category: Sales