Check whether Incoming Document has already been added in Outlook Addin
Incoming Documents has a lot of potential and the outlook integration is fantastic. The only issue is that it is possible for multiple people to get the same email and try and submit it. Given that it is a unique filename and email may have a checksum signature, it would be very beneficial for t...
Specify an attachment as a supporting document for Incoming Documents in Outlook Addin
Supporting Documents on Incoming Document record is an excellent feature that many other products don't have. It supports multiple use cases for us. However, there is no way to indicate that an attachment received in an email is not an incoming document, but should be treated as a support docume...
Recognise forwarded email in Outlook Addin
At this time if someone forwards you an email from a vendor or customer, the Outlook Addin for Business Central doesn't recognise it and you are forced to use a manual process. Addin should be able to recognise a forwarded email and scan embedded contents, recognising a forwarded email and offer...
Create Manual from Incoming Documents copies OCR header fields
It is not always possible to do a full correct mapping from OCR result, however it would be useful if the correct header details including vendor, vendor invoice number and order number came across with the document. The verification with the total amount from OCR then acts as a check. Especial...
Filter out any cancelled purchase receipts when assigning item charges
Just noticed that the system allowed me to assign item charges to a purchase receipt that was cancelled, after identifying that there were duplicate lines with the sales purchase order number. Navigation showed that this was an issue everywhere - including item tracking. The system needs to bett...
Overhaul date management on drop ship purchase orders
Currently the column headings still use the language of expected receipt date when working with drop shipment lines. However, these dates really correspond to the date of shipment in practical usage. The captions should reflect this behaviour. Since a purchase order can only be drop ship or not d...
Campaign segment page needs email address and excel page open abilities
Everyone knows the CRM functionality is shall we say, a little 'lacklustre'. However it would be greatly improved with a few simple additions. -Display email address -Allow you to generate a draft email to target segment ready for you to enter details -An email editor to edit email and insert m...
Invoices Applied FactBox in Payment Journal
Suggest payments functionality on payment journal is great...however... When you use suggest payments and summarise per vendor it is difficult to know what makes up the total and quickly find the related incoming document. If you use Inbound Documents, you need to click Process-Apply Entries, th...
The Ideas Platform needs an overhaul
It is anyone else growing frustrated that Ideas Platform itself is now a headwind to effective collaboration with the product team. My idea - quite simple, get the product team to either drive change in the Dynamics ideas platform or supplement it with an offline process similar to the SAP ideas ...
Enhance ControlAddIn to support different display techniques
There are many known limitations to using ControlAddIn at moment. Some are inherent to IFrames and might be solved by HTML5 Web Components (once legacy browsers are no longer supported), but others are to do with the management of CSS and DIV components, combined with Z-Index. There are times whe...