Ideas for Business Portals as submitted to our Feature Upvote board. Ideas are ordered by 'new' and the 50 top matches are included. pr_e6iym6gb5ppblyt 2025-04-04T05:49:35Z sug_nzplolirovlrjng 2026-02-02T15:14:03Z 2026-03-09T10:30:29Z Insbesondere bei langen Tabellen mit vielen Zeilen wird eine Möglichkeit benötigt, um auf Spaltenebene die Werte filtern zu können, um die gefilterten Einträge anschließend auswählen und bearbeiten zu können. Über einen Grouping Filter könnte beispielsweise eine schnelle Vorabfilterung z.B. auf den Auftragsstatus erfolgen. Eine Filtermöglichkeit an den Spalten für eine detailliertere Filterung wäre aber ebenfalls wünschenswert. sug_cc2shqvcf7eq1rk 2026-02-02T15:28:20Z 2026-03-09T10:30:19Z Im Auftragswizard werden anhand der beauftragten Menge einer Abholung das Brutto-/Netto Gesamt berechnet. Wird die Auftragsmenge noch einmal geändert, so passen sich die berechneten Gewichte nicht automatisch an. Benötigt wird ein Event, um weitere programmtechnische Anpassungen anschließen zu können. -> Wert muß neu berechnet oder geleert werden können. sug_y2tf9qaegit2bkn 2025-09-18T13:09:51Z 2025-10-14T08:28:58Z Es soll eine Zählung der, über das Kundenportal platzierten, Aufträge erfolgen. Als Grundlage für die Zählung dient der im Webbenutzerprofil hinterlegte Debitor. Sobald ein Kunde eine festgelegte Anzahl an Aufträgen über das Portal erreicht hat – beispielsweise 100 Bestellungen – soll bei der nächsten Anmeldung ein Pop-up erscheinen, in dem der Kunde zur Bewertung seiner Zufriedenheit aufgefordert wird. sug_bnylxlskf7stt09 2025-07-08T09:12:22Z 2025-07-31T08:55:49Z Es wäre vorteilhaft, wenn neben den Feldern, die tatsächlich auf der Tabelle (Beispiel Verkaufsaufträge) existieren, auch nach benutzerdefinierten Feldern (Beispielsweise Felder, die vom Debitoren kommen) "suchen" kann. Andernfalls ist der Anwender dazu gezwungen, entweder a) einen Informationstext anzugeben, dass nach diversen Feldern nicht gesucht werden kann b) das Suchfeld zu deaktivieren. sug_r3unvcjbcvdz75m 2025-06-26T10:15:30Z 2025-07-01T12:12:59Z Group filter allows dynamic filtering of one section, however when there are many options it is quite difficult to scroll and select. Firstly, could we use a key index sequencing (same as the list functionality) within the grouping, then users can find options a bit easier as we can go alphabetical rather than always by No. Second ask is if we can search through this filter which is a less useful one. I've said to the customer if they needed to search as the options were so many, they may as well search within the full list. But if this search could work on both the list and within the filter, then it would be a great benefit. Example: I search for London on the list, this searches and displays all records with London as usual, but also searches through the grouping. I can then either click on the record I want or click on the grouping result to specify it even further. sug_9nd6xpaq1zm020g 2025-05-08T12:08:11Z 2025-06-16T11:32:35Z Add placeholders for system data within "Text" content styles. This is where the HTML editor is used for extended captions, iframes or other add-ins. Being able to set placeholders in here means easier integration with: Power BI, Salesforce/CRM systems, Social Media forms. For example, I have a form request that creates an SF ticket where a Web User inputs details on the Portal. If I could set a placeholder, then I could pre-populate the Web User name, Customer Name and more instead of them having a blank form to populate when they are logged into the portal. sug_nngmmaxbg2apg1z 2025-04-23T09:43:22Z 2025-04-28T09:09:00Z With a basket hisory tile we could check all send entries through our Business Portals basket directly from our dashboard. This will make the user experience smoother. sug_ngzhi83ahpd0a6x 2025-04-23T09:40:52Z 2025-04-28T09:10:04Z Right now in Business Portals it is only possible to have uneditable entries in the basket. It would be nice to be able to edit before sending to Business Central. sug_t9psfn8n5tmj9ng 2025-04-07T06:39:07Z 2025-10-14T08:39:28Z Standardisierte Kundennummer-Richtlinien Durch die Möglichkeit, eine Kundennummer-Richtlinie direkt in der DPS-Einrichtung zu definieren, wird sichergestellt, dass nur validierte und präzise Kundennummern verwendet werden. Eingabevalidierung während der Registrierung Analog zur Passwortüberprüfung kann direkt in der Registrierungsmaske eine Meldung angezeigt werden, die den Nutzer darauf hinweist, falls die Kundennummer nicht den festgelegten Kriterien entspricht. Systemprüfung der Kundennummer vor Abschluss der Registrierung Es wird vorgeschlagen, die Kundennummer ähnlich wie die E-Mail-Adresse vorab im System zu prüfen, um sicherzustellen, dass die Nummer bereits existiert und der Richtlinie entspricht. Dies verhindert die Registrierung mit willkürlichen Daten. Flexibilität für unterschiedliche Kundengruppen Durch die Einführung eines weiteren Boolean in der Geschäftszuordnung, wie z. B. "Prüfung Angabe Kundennummer", kann die Vorgabe je nach Zielgruppe differenziert werden. sug_xeg1irqdhrgxkwk 2025-02-26T14:05:44Z 2025-03-31T08:30:20Z To improve the security of the registration process, I suggest adding an optional validation step e.g. requiring users to enter a recent invoice number and its corresponding total amount (gross). This would help ensure that only actual customers can register, preventing unauthorized access by third parties. sug_eohm3zye5k0iep1 2025-02-18T14:08:47Z 2025-02-19T13:39:42Z One of the most common filters required is to filter by date. Having a date range slider/filter visible (as is visible with the Group filter on the left hand side of table records), would greatly increase usability. Instead of the current several clicks through normal filtering to apply the date filter. sug_em6ugzlapwhfpei 2024-11-26T15:57:56Z 2024-11-26T15:58:17Z We've noticed that the Business Portals-Order confirmation template has different placeholders than the placeholders used in dispatch profiles for manual Business Portals order confirmation. These come directly from Tegossuite as opposed to the ones for the Business Portals-Order. We would like to have the same placeholders for the Business Portals order confirmation. So an enhancement is needed in order to extend the Business Portals order table with the tegossuite Order. sug_0ktldh3cvmgm6ek 2024-09-24T05:31:01Z 2024-10-22T08:34:59Z It would be good if it were possible to integrate a group filter for the calendar. This would allow the customer (if he had a lot of entries) to quickly find his information or carry out a desired export. sug_ae1jmrdvtpjfjw7 2024-09-12T09:08:26Z 2025-10-14T08:49:56Z Many customers use the basket comment field for non-critical remarks such as "Thank you," which can disrupt the automated order processing. To streamline the process, I propose adding a customizable placeholder text in the comment field. For example, the placeholder could say: "Dear Customer, if you would like your order to be processed as quickly as possible, please leave this field blank. Otherwise, your comment may deactivate automatic order processing." This would help ensure that the comment field is only used for important information, reducing unnecessary delays and improving the efficiency of the ordering process. sug_27e2akqd86r4g5p 2024-05-16T12:31:31Z 2024-07-10T12:13:53Z Currently when building new Portals within a Test or Production environment a standard naming convention is used. Either within the creation wizard, or after within BC could we allow a "Name" or "Description" to be set? This would mean users do not have to check the imagery and config used to work out which site it is. This is extremely useful for environments that have more than 1 portal, to distinguish between the two. sug_t7crlpw7anxb8j1 2023-08-21T06:45:02Z 2023-08-21T06:50:36Z A central calendar in DPS could be very useful. Use case: DPS web users will select a date out of this calendar during an order process e.g.. Based on the entries it should be possible for the web user to select a date or not. To add a event in the calendar the following way could be useful: • A source code based function. • A manual function in a calendar view in BC • An Import function of a file e.g. for public holiday or closing times. Additionally, from BC side, it can be controlled if a certain day or holidays are available or not. In the case of public holidays or closing times, the BC user would simply set a date, e.g. Christmas, and the switch to non-selectable. (manual way) Then the customers sees 24.12. but cannot select it in the order process. sug_wntqgmhvno5fg7e 2023-05-15T12:10:07Z 2024-11-13T14:40:02Z The registration mask/wizard should be available by default in different languages: German, English, Dutch, French. sug_0dpxqkjqconh2pc 2023-05-11T11:37:33Z 2023-07-17T07:28:27Z In a DPS setup it should be possible to determine the time until which it is possible to order for the next working day. sug_hmniiwv2fiwjahu 2023-03-24T07:33:50Z 2023-03-30T06:41:59Z At the moment a Microsoft Business Central user needs Azure GlobalAdmin permission to change logos, background images etc. in DPS. The reason is that the image configuration is located at the portal setup. Out of a IT department not all user receive Azure GlobalAdmin permissions out of security reasons. To update a portal or creation is ok, but for the exchange of an picture is not needed or can be improved. Maybe provide a separate area were these information can be changed without this high permission level. Moreover, please check if the portal creation can be performed with limited permissions. There are a lot of roles in Azure, maybe one of these fit as well. sug_ajp3tewv7o15k6q 2023-02-23T13:51:48Z 2023-03-30T06:42:34Z Currently, a customer only receives a standard email when they have created an enquiry. This contains a number from the number series, but has no reference to the information provided. It should therefore be possible to use at least a few of the entered values or at least the form title in the email. Otherwise, if there are several enquiries, the customer cannot assign them to any process. sug_ohzec3revvvrjjq 2023-02-02T11:25:29Z 2023-03-03T14:46:38Z DPS currently shows Business Central data, but could be extended to allow Dataverse tables as a source. This would open up DPS to the full microsoft product suite, and connectivity between systems seems to be the Microsoft path. sug_svovy2a1kkr3a51 2022-05-09T14:29:49Z 2024-04-30T12:36:38Z Enable the publishing of PowerBI reports that filter data from the portal user and show graphs of relevant customer data only for the portal user's company. Example: a user connects to the DPS portal and sees a graph of how many tonnes of which products he has delivered over a period of time. sug_mizmuzf0hk6wsv8 2022-05-09T09:40:17Z 2023-03-03T13:47:36Z Currently, the navigation options in the actions are - Go to shopping cart - Go to home page - Stay on current page - Question It would be very helpful to have the selection "Go to overview" as well. sug_70453x1bgzaheyj 2022-04-14T20:12:11Z 2023-09-27T14:02:31Z Integration with one of the available AI agents/bots to offer more interaction and guidance to web users for minimal human input. sug_vo1qf2vumignisr 2022-02-24T15:33:26Z 2025-08-05T12:29:47Z We use forms based on table datas. Some options on the form depend on what table data line the user had selected. So it would be very helpful, if fieldvalues from the selected table could be able to use as a filter for a action form dropdown, which contains other table datas. sug_cj46iopm7wzvjft 2022-01-26T09:01:49Z 2025-08-05T12:31:38Z Wouldn't it be nice to have the link to the DPS Mobile App or DPS Whitelabel App on the login page for the DPS portal? There could be two buttons or the official "Get it on Google Play" and "Download from App Store" images linking to the app on the respectively store. sug_rnz2bb1dbelb9ja 2022-01-18T15:32:21Z 2025-08-05T12:34:26Z When rejecting a DPS Order, have an option to send it back to the basket. Should also be able to add a comment / Reason Code when doing so. This is so the Web User is aware of why it has been rejected. sug_sdkebinquyor6to 2021-11-09T13:43:30Z 2025-08-05T12:39:11Z The DPS login and registration screen should be embedded in a website. From the customer's point of view: Registration or login on the company's homepage with a subsequent automatic forwarding to the DPS dashboard. The registration or login mask on the homepage should be freely designable. sug_vbyjvqnivuyof3b 2021-10-01T09:50:12Z 2023-03-03T12:53:52Z Customers should be able to mark finished documents in the portal. For example: A boolean field to tick off paid invoices. The marking should be saved until the next login. sug_hzhxolqqocgmwyc 2021-09-16T08:56:27Z 2023-03-03T12:49:11Z A new function key user must be defined for key user maintenance. A key user can add, remove and/or maintain new portal users with all necessary credentials and authorization profile(s), within the linked business mapping of this key user. These changes must be synchronized to NAV - Business Central. This way the responsibility of keeping portal user profiles up-to-date is on the customer side sug_y5g1hfzrkuknara 2021-09-09T13:21:48Z 2025-07-01T14:00:01Z To make it easier for web users to submit problems or questions, a ticket system in DPS is to be expanded. For this purpose, tables are to be created in DPS that can map the following relevant functions of a ticket system. In addition, the appropriate web control for creating and displaying tickets is to be developed. Expected functions: - Web users can create new tickets. - Web users can see already created tickets and get information about when the ticket was created and when the last editing took place. - Internal users can reply to a ticket. - Internal users will receive an e-mail notification when a new ticket has been created. - Internal users have an overview of the current tickets in the role center. - Tickets have the following statuses: New, In process, Waiting for, Completed, Archived. - Completed tickets should be archived automatically after a certain time that can be defined.