Price Calculation Invoice.
Invoice with a huge amount of lines, present performance problems when lines are insert via API, after 3000 lines, increasing times from ms to seg. We need option to launch invoice price via API after load all lines.
Forecast Comments need to be bigger
Hi team, Not sure why the sudden change recently but the Forecasting Comments box in the Opportunity entity has become not as user friendly. In the past, this section enabled in line edit through one click and was much bigger which meant I could see all my notes and type as much as I could witho...
Enabling “Activities” option needed under “Opportunity Line” entity level
On Entity "opportunity line" we require to activities option in enable state to configure the Activities for the entity
Allow users to update records with localizable attributes when using a display language other than the base language
As per the following page records that have localizable attributes such as Products can not be updated when using a display language that is not the base language of the organization. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/localize-product-property-...
Tax Column in the Opportunity Products Inline Edit View
It's better to have 'Tax' column in the 'Opportunity Products Inline Edit view' which is available on the 'Opportunity 'form and the 'Quote line inline edit' view on the 'Quote' forms
Entity Address available from Quotes and Sales Orders
On Dynamics 365 we have the entity customeraddress. But it's only available from Account. I suggest to be use during the whole cicle of sales: opportunity, quotes and salesorder. We only need to add the addresses related with customer but these addresses have to be selectable from quotes and s...
Allow Freight Amount to be also entered as a % (same as discount)
When submitting a quote you have the option to provide a Freight Amount which is a value. I would like to propose to have a percentage field available in addition to the Freight Amount value field that is currently available. This would be simular functionality as you have for Discount at the mo...
Allow customizations in the "Close opportunity" form by adding a lookup.
Ability to customize the Close Opportunity dialog box, specifically, that allows you to enter a search field for related entity records when the opportunity has been won or lost.
Opportunity Close dialog is now customizable with custom fields including lookup fields.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales
Parameter based credit limit control
Hi, In CRM we do have credit limit for accounts/contacts. What I also would like to have is a parameter for allowing/disallowing further order creation in case credit limit exceeds. The quote/order value to be checked against remaining credit limit and disallow if the order exceeds the remaini...
Inline Adding of an Opportunity Product
We are migrating to new UI and we found out the adding new product inline capability is not there anymore. It was in classic version and that's the key for the Sales Users to enter the Product inline. It would really help them a lot. Please do incorporate this functionality in new UI ASAP. Thank...
Administrator
This should already be possible today by using the 'Lookup Address' on quotes or orders. This allows customer addresses to be copied to the Bill to and Ship to fields.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales