User Profile

Entity Sales process


I'm currently working on a D365 FO project and have to create a lot of new legal entities. I am setting these new LE's up via the data management functionality of D365. For the moment there is no entity available to upload the sales processes and the underlying details. Idea and general busine...

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4 Comments

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4 Comments

Category: Sales and marketing (711)

STATUS DETAILS
Needs Votes

Create entity Sales process


I'm currently working on D365 FO project where I have to create a lot of new legal entities. I am using the D365 data management functionality to set these LE's up. However, the entity to upload the sales process and underlying details does not exist. Idea and general business requirement is t...

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0 Comments

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0 Comments

Category: Sales and marketing (711)

STATUS DETAILS
Declined

Vendor search functionality on RFQ


When using the vendor search functionality on the RFQ form to search for vendors via criteria, this works fine the first time and I am able to transfer vendors from the list to my RFQ. However, when adjusting the search criteria and running the list again, I am not able to transfer vendors fro...

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1 Comments

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1 Comments

Category: Procurement and Sourcing (929)

STATUS DETAILS
Needs Votes

User defined filters in pages with small view icon


For the moment it is not possible to define user defined filters in forms with a small My views icon instead of a large: 1. Currently there are two kinds of view icons that are large view icons and small view icons 2. Large view icons are full pages or list pages and small view icons are child co...

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0 Comments

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0 Comments

Category: User Experience (440)

STATUS DETAILS
Under Review