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Allow Typing in Contact Name in Opportunities
The Contact No. lookup field on the Opportunity Card does not allow users to type in the name of the contact and select from a dropdown. Instead they have to click the assist edit to pull up the full list and select the Contact that way. This adds time to the opportunity entry process and does not behave similarly to other No. Lookup fields in the system. -
Allow Users to Change the Contact for Opportunities after They're Activated
Sometimes opportunities get entered under the wrong Company contact. We have found that after the opportunity is activated there is no way to lookup to the full contact list. The system seems to filter the list of contacts in the lookup down to the ones associated with the Company contact that was first selected with the opportunity. This forces users to create a new opportunity to fix their mistake, instead of being able to update the Contact. -
Display Notes for Related Records in a FactBox
Our users frequently add notes regarding specific handling instructions to the Notes section of the customer card. They would like these notes to be visible when they create a sales document for that customer. It's possible to add the Attached Documents part to the sales document FactBox and link to the Sell-To Customer. But because the Notes part is a SystemPart, it's not possible to link the Notes. -
Allow End-User Admins to Submit Support Tickets Directly to Microsoft
Add a way for end-user BC administrators to submit support tickets directly to Microsoft about base application functionality that has changed or is not working. -
Working with Attachments in Outlook Add-In
Our users would love the ability to better be able to work with attachments in Business Central from the Outlook add-in. Currently if you try to view the attachment from BC from the Outlook connector you get the error message, "This task is not possible inside the add-in. Instead, use a desktop Web client to complete this task." The sales people in our organization are frequently replying to emails from customers within Outlook and attaching sales documents. Their main feedback is they would love a way to quickly be able to attach a specific quote from BC to a reply in Outlook with the click of a button. -
Combine Activation Step with Update Action
Combine the Activate Opportunity with the Update action so users don't have to do them as two separate steps. When the user clicks on activate opportunity the system would activate the sales cycle and then go directly to the Update page for them to enter the initial details. -
Attachments not Showing Up on Customer List Page
I've noticed in Wave 2 2021 that the FactBox on the Customer List page does not correctly display if the customer record has an attachment. I must open the customer and view the FactBox to see if an attachment exists for that customer. -
Add a confirmation screen after making a Service Quote into a Service Order to open the Order
When you create a sales order from a quote, it opens a confirmation screen saying, "The quote has been converted to Sales Order No. ######. Do you want to open the order?"
The behavior should be the same when creating a service order from a service quote. Today it states the service order was created, and then when you click OK, the window closes. Then you must navigate to the Service Order list page to find the service order that was just created.
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Make Service Lines Page Viewable on Mobile App like was done with Timesheets
When trying to view the Service Lines Page from a Service Document (page 5905) in the mobile app it returns the following message, "Sorry, the action you've chosen can't be done on your device. This is because the screen size is too small for the page that will be opened. To complete this task, you'll have to use Business Central on a tablet or computer (ID: 5966).
A similar issue to this was recently fixed for viewing Timesheets on the mobile app for smartphones. Can the Service Lines page be made viewable on the mobile app as well?
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Give Team Members Edit Access to Service Documents like Sales Documents
It's my understanding that Team Member users only have View access to the Service Module. We have 10 users who use Team Member licenses in the Essentials version of BC. They can edit existing sales documents, create quotes, and make other minor edits. These permissions should also carry over to the Service Module of Business Central. These users only need to modify existing service quotes, edit existing service items, edit service orders etc. To get these users the basic permissions they need to do what they do in the Essentials version in the Premium version, we would be forced to pay $100/user per month instead of $8/user per month.
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