Shppify connector launched - early issues


Shopify connector is live and some areas what need immediate attention discovered:Vendor and Brand are not the same. It’s a problem if Business Central sends Vendor info to Shopify whereas product brand can be completely different. For example – if we buy iPhone from Ven...

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Category: Sales (605)

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New

Business Central needs CRM


Business Central needs basic CRM to efficiently manage sales leads, opportunities, communication and tasks.Dynamics 365 Sales is good option but its useless until its not seamlessly connected to BC. You cant make quotations without having all tax setting, posting groups, vat rates, spec...

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Category: Opportunity Management (40)

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New

Checklist for Activities


With planner app you have option to add checklist, feature what is very much needed when creating activity e.g. task related to opportunity. This should be feature in Sales. Also referring to team members with "@" and posting some bas communication in timeline. It is by far more efficient to w...

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Category: Account, Contact, Calendar and Activity Management (615)

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New

CRM should cover full sales process not "sales" only.


In many organizations, Sales process covers also purchasing and sourcing items. This can involve even more communication, data and resources than managing customer relationship. e.g., one customer RFI could involve 10 different vendors or suppliers - so its necessary to also record potential v...

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Category: Opportunity, Quotes, Orders, Invoices, Products (187)

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New

Set activity reminders and improve due date visuals


When working with activities e.g., tasks then its important to define either default reminder terms or have different reminder types. Also important - when deadline or reminder is defined then it would be good to have it more visual, easier to capture faster e.g. displaying remaining days till...

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Category: Account, Contact, Calendar and Activity Management (615)

STATUS DETAILS
New

Customized quote statuses


Customized quote stages (quote status/stages: draft, sent, due, deleted, outsold)When working with many quotations then it's impossible to remember status of each quote and to be able to assess quickly next potential step it would be easiest to have relevant status info...

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3 Comments

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3 Comments

Category: Sales (605)

STATUS DETAILS
New

Dynamics Sales Quotes need fix (taxation and margin calculation)


It is unclear if Dynamics CRM is tool to help salesperson annoy and spam potential customers or is intended use to improve efficiency and quality of the salespersons. CRM as sales tool is useless. You can’...

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Category: Opportunity, Quotes, Orders, Invoices, Products (187)

STATUS DETAILS
New

Save time and minimize human error when selling configurable products.


Goal:Save time while selling configurable products (effect is big). Avoid mistakes by giving predefined options per configurable item so salespersons have no option to choose non-compatible components etc. Solution:Create Item type configurable which will generate r...

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Category: Sales (605)

STATUS DETAILS
New

Item accessories. Uspell with ease and without erros.


Goal: If operating with thousands or tens of thousands of items, its not efficient (likely even impossible) to keep track of correct item accessories and avoid errors upselling accessories and optional products. Item accessory functionality and/or optional items functionality will save ...

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Category: Sales (605)

STATUS DETAILS
New

Accounts, addresses, contacts


Please sort out basic functionality and behaviors so they work out of the box. When selecting account then address fields, contacts should be filled automatically. Also, when moving from Opportunity to Quote to Order - Account fields, addresses, contacts should come al...

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Category: Account, Contact, Calendar and Activity Management (615)

STATUS DETAILS
New
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