Val Gameiro Implementer / Project Manager

We have a client who has two use cases that would greatly benefit from doing this. On the purchase side, they don't always have an e-mail from their vendor in their inbox to generate a PO. It'd be great to open up a new e-mail, and then be able to select the vendor, and then create and send the PO from there. But, it would also be great to be able to import an existing PO into the e-mail box. On the sales side, their quotes take a couple of days, so it doesn't make sense to create them in Outlook. It'd be great to create them in D365 and then allow the Outlook add-on to attach the existing Quote to the e-mail.

There are a host of reports missing from BC that are in NAV. For example, in NAV when you search for “outstanding”, you will get sales order reports and purchase order reports. In D365BC you will only get Sales Order reports. But you go to Report layout selection, you will see the PO reports as well, and you can even run them from there. A very important report, for instance, is Order Shipped Not Invoiced. We can't find that in the interface, but going to Report Layout Selection it is there, and we can run it from there. There are others I can't remember, and I can't say which get used and which don't so I'd rather have access to all the same reports as in NAV (minus, process only reports, perhaps). It'll make our life a lot easier, because we have decades if experience in NAV and BC just keeps falling short in these little areas. Sometimes it makes us look bad, because something as simple as Shipped Not Invoiced is not available. Thanks a lot!