Comments
This needs to be on the roadmap. In a service-based business where your customers interact with professionals from the broader community, you can easily have the same attorney, CPA, Financial Advisor, insurance broker, etc. servicing multiple customers in your database. You need to ability to link these professionals to all your customers who utilize their services and for whom you may/do need to interact as well. Perhaps this is not as big of an issue for most companies using business central, but if you are going to have a customer relationship management database and you are a service business, having the ability to link professional contacts to multiple customer accounts or vendor accounts is very important to those service businesses.
Outbound Marketing journeys allowed us to create a task, appointment, or call in D365 and assign it to someone in D365.We would like to see this feature in Real Time Marketing Journeys. The release of 2-way SMS has made this even more desirable. We do need to take it one step further for Real Time though - we need the ability to assign the task, appointment, or call to more than the Journey Owner, Contact Owner, or Contact. We would like to be able to assign the task to 1) a specific Contact that we select, 2) or a related Contact to the Contact and not just Owner, or 3) a Contact based on a condition (i.e. if the inbound message contains 'donation' then assign to Contact X who manages donations, otherwise assign to Contact Y who manages customer service)For example, when a keyword response is received - create a Task in D365 and assign it to the Relationship Manager for that Contact.
I guess horizontal scrolling is doable, but you need to be hovering over the horizontal scroll bar and use the SHIFT key with the mouse wheel.In the old Windows role-tailored client, you could horizontal scroll using the CTRL + mouse wheel combination from anywhere in the lines.If you're going to make us go to the scroll bar to be able to scroll at all, we may as well use the scroll bar this hotkey is supposed to replace!Who thought of this and said, "yep, that's exactly how they'll want to do this!"?