Service Invoice
Invoices should be similar compared to sales invoices, meaning that Service Invoice could need "work description field" On the service invoice its needed to show also serial numbers and description of serviced item. Also its necessary to have contract numbers on printed invoice so bookkeeping is...
Vendor item number on purchase order and invoice
On purchase orders and invoices there is no field to display vendor item numbers on printed quotes/orders. When purchase quote, order is sent it can be sent only with Vendor item. Vendor cant identify correct product with our product number.
Change Default List view
It would be useful to be able to change default view. Its not efficient to select my view every time i open opportunities (e.g. working with active opportunities i have no need to see closed/lost ones). As moving between opportunities and other entities - this is getting pretty annoying.
Tasks and task sync
Opportunities are mostly managed with tasks and working with tasks should be efficient. Today opportunity tasks are hidden and it takes far too many clicks to get anything done. Tasks often change and need adjustment (e.g. task status or progress). We set tasks to remind things and avoid losing ...
Item descriptions, extended texts to new line.
Often item description or extended texts will have longer serial numbers or codes where if not fitting to one line it breaks to next line from random spot making it a bit difficult to follow. Is there solution to force push text to next line from certain spot by using some character e.g. "|" to ...
Data on PDF printouts (Datasets)
In most sales documents it is necessary to have contact data (Sell-to, Pay-to, Ship-to contact persons, phone numbers and emails) on printed documents. In many cases (if doing business with governments its even requested and document without is rejected. It should be easy fix to add more fields ...
Quote, Order/invoice history visible under account card
Getting relevant data quickly is often time consuming and drags company into inefficiency. It would be useful when from account card you have sections for quotes and orders history and its possible to see quote-order history without additional effort and clicks. Also necessary is to have quote ...
Opportunity and tasks management in Teams (planner app)
Managing tasks in BC is painful and is not efficient. It would fix the problem if tasks (as well opportunities) can be managed via Teams Planner app. It could increase sales team efficiency 500% as no need to use additional CRM and all can be managed from one spot.
Business Central CRM UI Needs major change
If the plan is not retire Business Central at some point its critical to update CRM in a way what makes it at least usable.
Managing opportunities from one stage to another and managing tasks is complex. Changing opportunity stage should be max. 1 click or drag and drop operation (kanban...
Tags for better efficiency
Hi,
I would suggest developing "TAG´s" functionality for better data management and efficiency. Tags will allow to better sorting and filtering of data (searching from history) and brings up any relationships between entities.