Translation of Dropdown Fields in Word Templates
When you create a Word Template from any entity in CRM the Dropdown fields from that entity are not thanslated to the Word Template Language. This is specially enoying if you want to send a quick quote to a customer (eg. in chinese). All manual fields are translated but not the Dropdowns (eg. ...
Company Primary Field
Please change the Primary Field from the Table (entity) "bcbi_company" from "bcbi_externalid" to "bcbi_name". When you assign the Table (entity) to a Form it is not readable if you see the company id (bcbi_externalid).
Country Dropdown
Country should be a dropdown field instead of a free text one. Free text fields cause a lot of issues when you perform reports and users input text with errors or case sensitive characters. Also, Business Central Integration does not work with free text values. Dropdown should have ISO Codes a...
Quick campaign phone call distribution
When distributing a Quick Campaign Phone calls, distribute them one after another deppending on their duration instead of all at the same time.
Country Integration with Business Central
If you use CRM Dynamics 365, all address country fields are free text. This causes problems when integrating orders in BC as BC requiers that the Country is identified by the ISO Country Code. Also for reporting in PowerBI it's a mess as US; USA; uSa; Us are all diferent values.
Would b...
Favorite email templates
Posibility to mark a entity email template as favorite, and that this email template apears on a defalt view, instead of having to apply filters and navigate to find the correct one.
Default email recipient, regarding to, and template for entity
Posibility to create a default recipient entity (being contact, or account), regarding to (lead, opportunity, ...) and template asociated with an email template for an entity. This way when you want to send a quote (for example) by default a registry type (contact or account asociated to the o...
Phone app that tracks, registers and trsnscribes calls
Need to track, register and transcribe phone calls from mobile phones.
Most Sales Reps use mobile phones on the field to do and receive customer calls. Need to automate the regestry and transpriptions without ot with minimal human effort.
PDF report export Name
Posibility to standardize the PDF export name with fields from the entity or related entities.
something like: Quote - {Opportunity Name} - {Quote Name} - {revision}.pdf