Item Unit Group sync with D365 Sales needs to allow shared Unit Groups
2021 Release Wave 2 implemented - "Use multiple units of measure when synchronizing items and resources to Dynamics 365 Sales" function. However this function is only useable if unique 1 to 1 relationship exists between Item unit Groups in BC and Unit Groups in D365. D365 for Sales standard ...
Support use of Write in Products for sync of D365 for Sales Orders to BC
Sales & Receivables setup in Business Central has support for Write in Product sync from D365 for Sales yet the functionality is incomplete. Write In products in D365 do not allow Unit of Measure yet Business Central Item definition MUST have a unit of measure. This mismatch in setup require...
Global personalization of pages
It should be possible to personalize pages on a global level. For example pages like Sales Order subform needs to be altered to suit business process on most occasions and it doesn't matter which Role Profile a user is then attached to, that Sales Order subform should show (at least initially...
Ability to Reject Sales Order Syncronised from Dynamics 365 Sales
To send a Sales Order from D365 to BC you submit it in D365 which locks the record as Non-Editable. In BC however the Order may need to be rejected either because of data error or human error. Whilst a delete function is visible on the Business Central D365 Sales Order page it performs no fu...
Allow Uncouple/Delete from Sales Orders - Dynamics 365 Sales
Business Central linked to Dynamics 365. When you submit an order in D365 it becomes locked for editing and appears in Sales Orders - Dynamics 365 Sales for acceptance into Business Central. If the order is invalid (human error or data error) there should be an option to reject the submitted...
Test Email in Sandbox Environment
It would be good if a Sandbox Environment could somehow be flagged so that Email integration can be set up but any emails generated are delivered to a single test mailbox. During client user testing we have to avoid enabling email integration for fear of sending unwanted emails to real custom...
Sales Order Item Tracking - allow Get From Document
Where serially tracked items are in use it would be good if you had the option to "Get Serial numbers from Document". This would be especially useful where a Special Purchase Order had been raised to purchase the items required for the Sales Order - when readying the Sales Order for shipment ...
Turn any Filtered List into a Cue Card
Currently Cue Cards can only be created by Developers. Would be good if there were an option to allow any filtered list to be linked to a Cue Card. Filter the list, select "Convert to Cue Card" and system would request either to COUNT or SUM. Realise the potential performance implications o...
Allow Deactivation of Sales Order and Purchase Order deletion on complete
It should be an option to NOT delete Purchase Orders and Sales Orders when these documents have been completely shipped/received and invoiced. So much information and related data links are lost in the archive then it would be much preferable if they remained in the main Sales Order or Purcha...
Add field length to Configuration Package Excel Export
Add field length to Configuration Package UI and also Excel export. This will help clients fill the templates properly as they'll know how many characters they have to work with in each field,.