Allow to configuration the available Document Types for New in the Outlook Add-Ins

Currently the Outlook Add-Ins supports Sales Documents like Sales Quote, Sales Order, Sales Invoice, Sales Credit Memo and Reminder also Purchase Documents like Purchase Order, Purchase Invoice and Purchase Credit Memo.

In the trading business scenario that I know of, Customer request Sales Quote (available) and like to Sales Order (available) and would like return things so Sales Return Orders is missing. Sales Invoice and Sales Credit Memo maybe useful for some companies, but my customers don’t need them. Customer get his Invoices as the result of Posting the Order (or later Combine Shipment) with the configured Document Sending Profile. So, there is no need for creating that in Outlook. (Same for Posting Return Order -> Credit Memo or Combine Return Receipts). Also, all Customers I know create Reminders in Batch (Create Reminders and Suggest Reminder Lines) and send them from there.

In Purchase I miss New Documents for Purchase Quote to request a quote from a vendor and maybe Purchase Return Order to return something. In think new Purchase Order and Credit Memo are useful here if the vendor sends his invoice and credit memos. Integration with Incoming Document would be nice.

In totally miss the Service Documents: Service Quote, Service Order and Service Contract.
Category: General
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, Andrei Panko PM, Microsoft



I have upvoted this because I think it's complicated at the moment, but you can change this somewhat by looking at the Manifest generated from CU 1652 - read this... https://blogs.msdn.microsoft.com/nav/2018/04/09/extending-the-outlook-addin-experience-dynamics-365-business-central-and-dynamics-nav/

Category: General