Customer Portal
A Sales portal for customers -to look at and download invoices from. -Ability to query invoices -Update to master data
Accrue for receipts of service items when using Purchase Order Receipts
When considering a migration from Dynamics GP to Business Central, many customers have POP switched on with service items. In GP when you 'receipt' a service item it automatically accrues for the cost on the "good Received Not Invoiced (GRNI)" account. This capability for service items purchased...
Customer Statements
Business Central has a limited capability for customer statements when compared to Dynamics GP. Statements showing just open items are not possible out of the box. It would need an option to show only doecuments where the unapplied amount <>0. This is possible as a standard feature in Dynamics G...
Share to Teams from CRM
The Share to Teams button that was recently introduced into Outlook makes collaboration on emails in Teams so easy. Can the 'Email a Link' feature in CRM be enhanced to also allow sharing into Teams please.
See client name in Business Central Admin Center
As a partner looking at many client admin centers, it is difficult to see and confirm the client you are working in from the BC Admin center screen. Other than putting the name into the tenant name, it is impossible to confirm you are in the right environment as a partner before confirming an act...