View customers' contact and document info on sales documents

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
End users, automatically	Jan 29, 2020	Feb 21, 2020

Business value

If your sales document includes the customer's reference information, such as their purchase order number, you can more easily look up the sales document when the customer calls. This way, your response time for the customer's questions is much shorter. It is essential that this data flows through the sales process from quote to posted invoices.

Feature details

You can now view the Your Reference and External Document No. fields on sales quotes, orders, invoices, and credit memos. The fields are also included in the related reports.

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See also

Sell Products (docs)