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Request to make Case Subject more user-friendly for service agents


Request to rework the Case Subject entity to make it more user-friendly for service agents. Missing features for the current Case Subject entity: - Textual search --> being able to type in the subject lookup field (so a service agent doesn't need to drill-down the whole tree every time again) -...

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1 Comments

Category: Case Management (85)

STATUS DETAILS
Needs Votes

Implement ability to store bank accounts and mandates for a customer (account or contact)


Currently no bank account nor a (direct debit) mandate can be registrated for a customer (account or contact) in Dynamics 365. When you do sales with your customers (B2C or B2B), most likely a bank account is required. If the customer wants to pay by direct debit, a mandate needs to be registrat...

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2 Comments

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2 Comments

Category: Unified Interface (646)

STATUS DETAILS
Needs Votes