Vendor item number on purchase order and invoice


On purchase orders and invoices there is no field to display vendor item numbers on printed quotes/orders. When purchase quote, order is sent it can be sent only with Vendor item. Vendor cant identify correct product with our product number.

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4 Comments

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4 Comments

Category: Purchasing (289)

STATUS DETAILS
Needs Votes

Change Default List view


It would be useful to be able to change default view. Its not efficient to select my view every time i open opportunities (e.g. working with active opportunities i have no need to see closed/lost ones). As moving between opportunities and other entities - this is getting pretty annoying.

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0 Comments

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0 Comments

Category: General (1188)

STATUS DETAILS
Needs Votes

Tasks and task sync


Opportunities are mostly managed with tasks and working with tasks should be efficient. Today opportunity tasks are hidden and it takes far too many clicks to get anything done. Tasks often change and need adjustment (e.g. task status or progress). We set tasks to remind things and avoid losing ...

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4 Comments

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4 Comments

Category: Opportunity Management (40)

STATUS DETAILS
Needs Votes

Item descriptions, extended texts to new line.


Often item description or extended texts will have longer serial numbers or codes where if not fitting to one line it breaks to next line from random spot making it a bit difficult to follow. Is there solution to force push text to next line from certain spot by using some character e.g. "|" to ...

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0 Comments

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0 Comments

Category: Development (745)

STATUS DETAILS
Needs Votes

Data on PDF printouts (Datasets)


In most sales documents it is necessary to have contact data (Sell-to, Pay-to, Ship-to contact persons, phone numbers and emails) on printed documents. In many cases (if doing business with governments its even requested and document without is rejected. It should be easy fix to add more fields ...

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0 Comments

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0 Comments

Category: Sales (500)

STATUS DETAILS
Needs Votes

Quote, Order/invoice history visible under account card


Getting relevant data quickly is often time consuming and drags company into inefficiency. It would be useful when from account card you have sections for quotes and orders history and its possible to see quote-order history without additional effort and clicks. Also necessary is to have quote ...

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0 Comments

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0 Comments

Category: General (1188)

STATUS DETAILS
Needs Votes

Opportunity and tasks management in Teams (planner app)


Managing tasks in BC is painful and is not efficient. It would fix the problem if tasks (as well opportunities) can be managed via Teams Planner app. It could increase sales team efficiency 500% as no need to use additional CRM and all can be managed from one spot.

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0 Comments

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0 Comments

Category: Opportunity Management (40)

STATUS DETAILS
Needs Votes

Business Central CRM UI Needs major change


If the plan is not retire Business Central at some point its critical to update CRM in a way what makes it at least usable.Managing opportunities from one stage to another and managing tasks is complex. Changing opportunity stage should be max. 1 click or drag and drop operation (kanban...

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0 Comments

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0 Comments

Category: Opportunity Management (40)

STATUS DETAILS
New

Tags for better efficiency


Hi,I would suggest developing "TAG´s" functionality for better data management and efficiency. Tags will allow to better sorting and filtering of data (searching from history) and brings up any relationships between entities.

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0 Comments

Category: Account, Contact, Calendar and Activity Management (564)

STATUS DETAILS
New

"Next Task" Visible in Opportunity List view


Hi,If working with 50+ opportunities same time then it would be useful to be able to display next upcoming task deadline and user in opportunity list view. It would save allot time as helps to avoid opening every opportunity to get info. We believe that CRM ...

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0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (146)

STATUS DETAILS
New