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Supply chain | Supply Chain Management, Commerce
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Need Filed Suggestion _Product & Lead Form

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Posted on by 235

Hello Experts,

Need help on below two scenarios to achieve it in D365 F&O under Out of the box. 

1.  Need one filed to Tag on product master form to give a kind of differnetation  e.g. Product Type kind off . This Tag will be a key information of Product which should be visible on sales order lines and production order lines. 

Note- Category is not useful in my scenario. 

2. Need a filed on leads form in sales and marketing to define a business unit and this filed should also available in prospect, opportunities and Customer Form because this detail will start flowing from creation of leads till conversion as customr in the system .  

Kindly advise on the above two scenarios how to achive this with standard out of the Box features. 

Thanks in Advance!

VS

  • Suggested answer
    Siv Sagar Profile Picture
    Siv Sagar 3,719 Super User 2024 Season 2 on at
    RE: Need Filed Suggestion _Product & Lead Form

    Hi,

    Notes/attachment can be possible solution for the above both requirements. 

    If this works for you. Please verify

    Best regards,

    Siv Sagar

    This post is my own opinion and does not necessarily reflect the opinion or view of my company.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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