Allow to assign any transaction (order, invoice, picklist, po) to a user, add it to his task with create automatic follow up, and alerts the user to perform before due date and when its do.
allow to create 3 alerts per transaction.
Being able to filter the data before sending it to Excel and/or being able to manage the Excel add-in in order to use filters so data volume can be limited before it's sent to/retrieved in Excel.
Sandbox-Full Experience: Configuration Package is Filtered to D365 -- Cannot See "New" or "Imported" Packages
In a Sandbox Environment with the "Full" User Experience enabled, it is possible to import and create new Configuration Packages. However, it appears the page is filtered to only show the D365 Configuration Package. As a result, it is not possible to see or use anything other than D365.
There are times when you want to see if there have been additions made by other team members, e.g. a new authorisation request come in in the Request to Approve view. To get an update you have to close the view and reopen it.
A 'refresh' button would be very useful in this case.
Customers are using the CRM/Financials integration, but they would like the ability to configure these integrations...partner is requesting we add the enable configuration for the CRM Integration
I can see how to select multiple records, e.g. customers or vendors, but then there is no functionality available with that selection e.g.
- delete the selected records
- edit the selected records (give them all a location code)
or have I missed something?!
Suppose you have 2 customers that are named 'Van Terp A' and 'Van Terp B'. When users enter the value 'Van Terp' in a 'Customer No.' / 'Customer Name' field (e.g. on the sales order / sales invoice), the customer dropdown list is shown after 1-2 secondS, so (s)he aware of multiple results and can select the correct one. All Ok, as long as the user is patient to wait for the dropdown to appear ...
Since it concerns a Power user (coming from NAV Classic) that is actually used to input complete documents in seconds, (s)he doesn't wait 1+ seconds for the dropdown to occur and presses ENTER / TAB to continue to the next field. This results in BC always taking the first valid value instead. They need to have patience for the dropdown list to load first, then select the correct customer and enter / TAB. This takes approx. 1 - 2 secs to load, which is too long for these users.
Can this be enhanced so the dropdown is at least shown in case multiple records apply / results are returned by the search query?
We used to create our own Search function all over our addon to provide this behavior, but it would be far more better if MS / BC could provide better native support.
make a b2b portal for customers to log in to view orders, pay bills, place orders, request quotes, view quotes and on.
I think ecommerce and customer portal is a must to have and must be from the same house (microsoft) in order to work perfectly together with the erp, inventory, finance, etc.
Many cloud erp companies targeting a built in ecommerce. I can list 20 names but it won't be fair to list them here. Microsoft will have to do it now in order to stay ahead and keep his customers ahead of competition! as the future leading us to see more and more end to end solutions.
most of the connectors, integrations and custom work are just slowing down the success of the customer which slow the success of microsoft and their partners. a growing company will always need more services from MS and its partners. Customer portal / ecommerce will have a positive effect on everybody including the partners that will have more implantation packages for the portal or ecommerce as it's the face of the company. respecting the partners that building connectors and ecommerces. but 500$ per month is not a reasonable price for ecommerce in 2018.
ApplicationArea (#Advanced) this option is OFF even on fresh Business Central trial tenant (no old Cloud version background, old Cloud version (D365 FO BE) had limited functionality). // I’ve created this tenant via public link… BUT we still have many controls (columns/fields on pages) that have tag #Advanced. As result with Business Central (BC) trial tenant even with User Experience = Premium we do not see controls that marked #Advanced tag only. The part of functionality is hidden but common expectation from BC – BC is full NAV. ?!