Dynamics 365 >> Opportunity Product, Quote Product and Order Product available on WorkFlows


I suggest to include those three entities on the entities available to be Selected on the Workflows. Now JS and Flows (both together) are needed for updating each of these entities when a customized related registry is triggered with the OOB Workflows Trigger available. This is causing our Custo...

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Category: Sales Pro app-General (5)

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Needs Votes

BFC Stage Duration Registry (work out the time spent in each stage of a business process)


I suggest to record all stages changes from a Business Process Flow on a "new entity" to store the actual start, actual end, duration, stage and Regarding to the main registry on the BPF Table. It something that many Customers had asked me to customize and I'm sure It should be great to improve ...

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

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Needs Votes

Attachments and Sharepoint


On the ActivityMimeAttachment table enable the selection of the attachments that should be saved on Sharepoint. The amount and variety of the attachments on the actual emails force to select which attachment should be saved and which not. To enable this selection let's create a new bolean field. ...

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Category: Sales Pro app-General (5)

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Needs Votes

Extend translation functionality available Product entity name on any entity name field


Please enable the translation capability on any entity like It's available on Product. Notice that this is one of the most common issue relative to translation. It's not easy to use translation and If we don't allow the customer to use the basic functionality on all entities we will be on trouble...

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Category: Unified Experience: Search, navigation and performance (1148)

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Needs Votes

D365 Sales & D365BC Integration > Extend the configuration Options for Integration


Create a configuration Tab on Advanced Configuration to enable/disable common configurations that should be used by Business Central Integration Team on the integration coding. e.g. the sort by order selected on Dynamics 365 used to print the Sales Quotes on the Forms and the Word Templates (tha...

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Category: Admin Settings for Sales (69)

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Needs Votes

Service Contract Quote to Service Contract (Signed option configurable)


Hello, When a Service Contract is created from a Quote Service Contract, the Service Contract is created as Signed. I'm reading carefully this doc (https://docs.microsoft.com/en-us/dynamics365/business-central/service-how-to-create-service-contracts-and-service-contract-quotes). I suggest two t...

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Category: Service Order Management (89)

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Needs Votes

Dynamics 365 >> Add Tax Code Entity on all Apps ()


Add the msdyn_taxcode and msdyn_taxcodedetail on all Out-Of-Box Solutions. The Tax Codes are not included on Sales Hub not on Sales Professional. Taxes should be necessary on Sales App as on FieldService App (on this App both entities are available)

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Category: Sales Pro app-General (5)

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New

Enable Search Query on Outlook from Internet Message ID on eMail Activity


We suggest to enable the search on the messageid field using Get eMails (v3) PowerAutomate action.Searchable properties are – attachment, bcc, body, cc, from, has Attachment, importance, kind, participants, received, recipients, sent, size, subject, to(<a href="https:/...

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Category: Email Management and Outlook Integration (259)

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New