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Dynamics 365 Customer record data administration for finance and marketing ledger postings at record creation
Wish there is an option to easily setup ledger main account for customer record creation for purpose to easily assign a new customer record marketing and value.
Example: We invested in marketing and research and studies for geographical location1: Grand total of $293,000
The expected return on the marketing and research is expected to turn 293K into 642K
Expected estimated finance cost for 12 years = 293,000 / 5 years =58,600 per year
Expected marketing value for 12 years - 642,000/5 years = 128,400 per year
We expect to acquire for this year about: 5,000 grand total for year - 58,600 /5,000 = 11.72
We expect the marketing value to be for 5,000 grand total customers 128,400/5000= 25.68
LEDGER MAIN ACCOUNTS
INCOME
Data administration
Customer new record finance value: New records 5,000: 11.72 x 5,000= 58,600
Customer new record marketing value complementary: new records 5,000: 128,400
Grand total: 187,000
REMARK: Not featuring option to easily year allocate grand total case studies per record creation from module, user, might potentially feature accruals or a monthly basis, rather to be auto-posted at time of record creation for finance and marketing studies into each record created, removed, or potentially drafted, or inactive.
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Dynamics 365 Customer listing with marketing and finance value grand totals by date and balance
Wish there is an option to easily list customers with a marketing and finance each record and grand total value, by date and accumulated balances.
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Dynamics 365 Vendor listing with marketing and finance value grand totals by date and balance
Wish there is an option to easily list vendors with a marketing and finance each record and grand total value, by date and accumulated balances.
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Dynamics 365 Employee and applicants listing with marketing and finance value grand totals by date and balance
Wish there is an option to easily list employee and applicants with a marketing and finance each record and grand total value, by date and accumulated balances.
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Dynamics 365 digital platform purchase requisition for digital inventory content link reservation
Wish there is an option to easily process digital platform purchase orders and easily identify from conventional purchase orders for purpose to easily reserved a link for upload or wall postings that may include algorithms calculations already reserved.
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Dynamics 365 Purchase requisition with reserved available algorithms
Wish there is an option to easily maintain algorithms to be applied on digital content purchase requisition, not featuring reserved algorithms, user may not easily include algorithms instructions from digital platform purchase orders on regards to interests, targets, link location, uploads, digital content bin location...
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Dynamics 365 Budget report setup into decision proposal based on policies
Wish there is an option to setup policies for budget report decision making proposals based on budget balance eligibility reach during specific period ranges and/or budget models.
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Dynamics 365 Customer trade agreement report setup into decision or action making proposals
Wish there is an option to easily convert trade agreements report into decision or action makings (e.g. negotiation follow up, discounts to be eligible potential future granted, inventory quantities, discount dates holiday date proposals, price adjustments....)
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Dynamics 365 Accounts receivable aging report by contacts interests
Wish there is an option to easily identify accounts receivable aging report by "users" contact listing interests. (interest scorings)
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Dynamics 365 Digital platform user-customer synchronized download for reimbursement accruals and payments
Wish there is an option to easily synchronized digital platform (e.g. social and/or professional) for purpose to easily process accruals and reimbursements payments (e.g. commissions based on network or network group).