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Asset Property - Allow Predefined Values (Option Sets)


Assets provide the functionality to maintain “Asset Properties (msdyn_property/msdyn_propertylog”), which allows the users to enter different Data Types (Number, String, Boolean, Data/time) for the properties. What would be required on top would be the functionality to have a predefined list of v...

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Category: Customer Asset (19)

STATUS DETAILS
New

Avoid creation of ContactForParty record on Lead Qualification when Global Address Book is enabled


When running Sales + Dual Write connection using Global Address Book, each Qualify of Lead operationa automatically creates Contact For Party record. This should be an optional parameter in case you still want to keep the parent-Relation Account 1:N Contact in place, and only define for specif...

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Category: Lead Management (105)

STATUS DETAILS
New

Dual Write Account/Vendor harmonization (Vendor Number vs. Account Number)


When using Dual Write and Global Address Book + Vendor Integration pattern via Accounts, the numbering sequence for Vendors is different if you

  • Create the Vendor in the Account Table
  • Create the Vendor in the Vendor Table


This leads to confusion and sh...

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Category: Account, Contact, Calendar and Activity Management (817)

STATUS DETAILS
New