Add a sourced field for SALES CODE on the SALES PRICES page to identify the customer or group


Currently the method for assigning a set sales price to a customer doesn't show the related customer description after selection. For example, to assign a price to a customer, you select the customer in the Sales Code field, but after selection the table only identifies the customer number witho...

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Category: Sales (772)

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Needs Votes

Include contact title on contact tile


It would be good to see the contact title on the contact tile.

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Category: Sales (772)

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Needs Votes

Add trading terms for customers and suppliers in line with INCOTERMS


Most (pretty much all) relationships (both Customer & Supplier) have an agreed set of 'terms', usually governed by INCOTERMS as described by the International Chamber of Commerce (ICC). D365.BC does not appear to have any mechanism (please correct me if i'm wrong or simply have not located it) t...

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8 Comments

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8 Comments

Category: Sales (772)

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Needs Votes

Update Proforma Invoice report to have access to all fields available in the Sales Order report.


The 'out of the box' Proforma Sales Invoice (PI) is very different to the Sales Order. The fields available don't include the same fields as the sales order, so there's a number of gaps. For example, on a S/O you have the unit of measure field, but not on a PI, so you can order a quantity, b...

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Category: Reports and Business Intelligence (308)

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Needs Votes

Create a pathway for Business Central users to D365 Sales Enterprise edition


Currently BC users have a way of purchasing discounted 'attached licences' for Dynamics 365 Sales Professional edition only. When comparing D365 Sales Professional to several CRM competitors, the 'Pro' edition is lacking a number of features that are available in the Enterprise edition. Coul...

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Category: General (1962)

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New