Create Pages Based on Queries


We use queries to great extent in Dynamics NAV. We access query results with OData using Excel and it allows us to do very power analytics with native NAV data, but also allows us to bridge NAV data with information from other data sources to do even more power things. It would really be somethin...

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Category: General (1309)

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Needs Votes

Unit of Measure Changes Description


It would be nice to be able to enable or disable the fact that changing a unit of measure on the line of a document changes the description back to the default description.

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Category: General (1309)

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Needs Votes

Send As Salesperson Code When Logging a Segment


When using Segments to send out emails to Contacts listed in that Segment, it would be beneficial to be able to have those email messages sent from the Salesperson's email assigned to that Contact. This would not only make the email arrive at the recipient's inbox from an expected source, it woul...

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Category: Opportunity Management (40)

STATUS DETAILS
Needs Votes

Automatic Email Logging and Logging Emails with Segments


Currently, if email logging is in place under Marketing Setup > Email Logging, then emails are automatically logged according to the rules outlined in that setup (https://docs.microsoft.com/en-us/dynamics365/business-central/marketing-set-up-email-logging). If emails are sent by logging a Segmen...

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1 Comments

Category: Opportunity Management (40)

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Needs Votes

Re-Run Current Segment Criteria


As we know, there can be several steps to creating a highly curated segment. Most of our users are confused by the static nature of the Segment lines: they're only correct at the time the segment criteria was evaluated. If there was a button to "Re-Run Current Segment Criteria," it would be a wa...

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Category: Opportunity Management (40)

STATUS DETAILS
Needs Votes

Contact Email Address Validation


It would be nice to have the email field as a datatype so that users could not enter non-email addresses into this field. If a user inserts a type-o that results in a non-email address, it'd be better to find this out upon editing the record, rather then when trying to send an email from NAV.

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Category: General (1309)

STATUS DETAILS
Needs Votes

Restore Sales Quote After Original Quote Has Been Deleted


It would be nice to be able to restore Archived Sales Orders and Archived Sales Quotes into new documents. Presently, they can only be restored if the original Quote or Order still exists. However, as we know, quotes are converted to orders regularly, and upon posting, the Sales Order ceases to e...

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Category: Sales (581)

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Needs Votes

Hotkey Press Underlining / Illuminating


In the RTC, which is dearly missed, there were many instances where a letter that labels a button would be underlined, indicated that key could be pressed to actuate the button. This should be present in the Universal Windows App and web client. Additionally, navigating using the keyboard for ac...

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Category: General (1309)

STATUS DETAILS
Needs Votes

Page Inspection: sort fields by name or datatype


It is nice that page inspection can stay open on the side pane while one selects different records. The old method held the entire client hostage during this process, which could be painful. An enhancement here would be to sort by Field Name, or by Data Type, and to choose the default sort. Havi...

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Category: General (1309)

STATUS DETAILS
Needs Votes

Error Message Design


I'm not sure how widespread this is throughout the system, but I expect it shows up all over the place. If one attempts to post, say, a Purchase Order, and does not include the External Document Number, appropriately, an error message is displayed, explaining the problem at hand. There are so man...

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Category: General (1309)

STATUS DETAILS
Needs Votes