User Profile

Create Lead or Contact by Scanning Business Card QR Code


We have implemented the business card scan functionality that comes out of the box with Dynamics for Sales. Our users approach us more and more frequently with the request to be able to create the Lead by scanning the QR code printed on more and more business cards they receive from customers. Th...

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Category: Lead Management (82)

STATUS DETAILS
New

Allow User to Choose Unit when Adding a Product


Hi,


it would be great if users could select one of the units of a unit group when adding a product.


Today the unit of an Opportunity Line / Quote Line is determined by the unit of the respective Price List Item. Since Unit Groups can hold calculations between ...

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Category: Opportunity (227)

STATUS DETAILS
New

Opportunity to Work Order Process


Currently a Work Order needs to fulfill multiple conditions with regards to currency to be created without errors:


  • Transactioncurrency must be the currency of the Billing Account (note that by default behavior the Billing Account field is filled with the Service Account b...

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    Category: Work order (82)

    STATUS DETAILS
    New

Provide a Switch to Disable Warehouse Functionality


The Warehouse and purchasing processes are covered by our ERP, so the Warehouse functionality is redundant and causing issues in D365 Field Service.


Would it be possible to make the Warehouse functionality configurable, at least on/off?


The issues we face are ...

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Category: Inventory And Purchasing (20)

STATUS DETAILS
New