Feature Requests & Ideas

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  1. Auto create prospect with completed form - new customer

    I would like to add a customer registration form in SANA. Completely filled in forms will automatically create a new prospect in D365 with all required data. The sales manager can convert it easlily to customer. Less work and more efficient.

    5 votes
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    1 comment  ·  Dynamics D365  ·  Flag idea as inappropriate…  ·  Admin →

  2. Expose the shop accounts so that they can be accessed by Dynamics 365 customer insights

    Dynamics 365 customer insights is now available https://dynamics.microsoft.com/en-us/ai/customer-insights/ it would be ideal if any new sub account created by an shop account administrator was immediately surfaced in such a way that it can be accessed by customer insights. I believe that this would be quite easy to do and it would be a very quick "win" allowing insights to be immediately generated about whether the new sub account is being operated by a known contact within the customer organisation or whether this new account is a new contact. Obviously a new sub account could represent a person with considerable purchasing…

    1 vote
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    0 comments  ·  Dynamics D365  ·  Flag idea as inappropriate…  ·  Admin →

  3. multiple ERP for same shop based on country

    As a shop owner with customers and warehouses in many countries, it would be nice if you could assign a specific D365 company to a country in Sana, so that orders and customers from that country would be created in the country specific company in D365.

    Today we need to make a new shop for each company, and that multiplies maintenance.

    3 votes
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    0 comments  ·  Dynamics D365  ·  Flag idea as inappropriate…  ·  Admin →

  4. Integrate new D365 Omni Channel Customer Engagement Hub chat widget in autheticated mode

    Integrate new D365 Omni Channel Customer Engagement Hub chat widget in pre-authenticated mode so that a signed in Sana Store customer does not have to re-authenticate to the chat widget. See https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/omni-channel-engagement-hub/administrator/create-chat-auth-settings#setup-for-portals-that-dont-use-dynamics-365-for-customer-engagement-custom-portal.

    1 vote
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    0 comments  ·  Dynamics D365  ·  Flag idea as inappropriate…  ·  Admin →

  5. Edit sales agreements orders

    As a shop owner i would like to use the Sales agreement functionality in the webshop as well, because all of our B2B customers only buy on Sales agreements from our ERP (AX2012/D365).

    But if we turn sales agreement functionality on in the webshop our customers are not able to edit the order.

    And we have to deal with alot of orders changes manually, after order creation, and that is very time consuming for our order processing office and the customer.

    Please change so you can also edit orders with sales agreement connection.

    3 votes
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    0 comments  ·  Dynamics D365  ·  Flag idea as inappropriate…  ·  Admin →

  6. bpos

    BOPS - Buy online default store address so the customer does not have to manually enter.

    Suggested solutions: A few ideas for a solutions are noted below:

    1. Allow a user to select a store as pickup when the customer is on the item (they can use your existing store look up to find a store closest to them). This would allow for a user (customer) to select a store that offers the inventory and validate the inventory is in stock and available for pickup.

    2. Another option would be to allow a user (customer) to select the mode of…

    9 votes
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    1 comment  ·  Dynamics D365  ·  Flag idea as inappropriate…  ·  Admin →
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