18

Bundle and Invididual Product Items Quantity are not synced each other

We found that if we have 1 Bundle that consists of 3 Products.

*Bundle Package A
- Item A.1 qty: 1
- Item A.2 qty: 2
- Item A.3 qty: 5

Then if we put Bundle Package A as offering to customer through Opportunity, Quote, or any entity with Product Lines, i...

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0 Comments

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Category: Core Sales (423)

STATUS DETAILS
New
16

option not to convert the lead to opportunity when it is qualified

This request is based on case# 113070410564152 reported by CEC.

Currently a lead is automatically converted to account, contact and opportunity when we qualify the lead.
The customer would like to choose whether or not to convert it to opportunity.

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4 Comments

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Category: Core Sales (423)

STATUS DETAILS
Planned
October 2019
Ideas Administrator

Thank you for your feedback!

 

Would like to update you that this capability is planned for 2019 Release Wave 2 in October.

Please refer to 2019 Release Wave 2 documentation for Dynamics 365 for Sales for details.

 

Sincerely,

Paramita Chatterjee

PM, Microsoft.

16

MVP BUG: AddMember and AddListMembers messages don't fire when using Advanced Find to Manage Marketing List Members

If a user uses the Advanced Find method to add members to a marketing list, and selects the option "Add all the members returned by the search to the marketing list", the AddMember and AddListMembers SDK messages are not sent to the platform, meaning that a plugin cannot be fired when this met...

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3 Comments

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Category: Core Sales (423)

STATUS DETAILS
Under Review
16

Merging Custom Entity Records

I think that CRM should allow custom entities records to be merged, possibly as a check box as they do now with Mail Merge.

This would be a very helpful feature in future additions so coders/programmers are not needed when creating custom entities in CRM.

When people are moving f...

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3 Comments

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Category: Core Sales (423)

STATUS DETAILS
Under Review
15

MVP Bug - Lead - 'companyname' field in view

On Lead - cannot add 'companyname' field to system created view without workaround.

REPRO:
Lead entity -> open All Leads view
Add Columns
Look for 'companyname' -> it does not appear in the list of fields under Record Type = Lead

WORKAROUND:
Cha...

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5 Comments

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Category: Core Sales (423)

STATUS DETAILS
Declined
Ideas Administrator

Bug

13

while clicking on (+) sign in look up of Potential customer field in opportunity entity, quick create form of contact is getting opened.

while clicking on (+) sign in look up of Potential customer field in opportunity entity, quick create form of contact is getting opened.

Concern:
=======
Needs to have account quick create form while clicked on (+) sign in potential customer field.
And if we click on ...

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4 Comments

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Category: Core Sales (423)

STATUS DETAILS
Planned
Ideas Administrator

Under Review

12

Adding products on order/quote/opportunity/invoice does not take the mappings into account

This came up following a bug in CRM 2016 SP1, where we're not able to add any detail through the related navigation at this point :-(

Adding details through the grid on the salesorder form, by clicking the + button, does not take into account the relationship mappings.

This ...

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2 Comments

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Category: Core Sales (423)

STATUS DETAILS
Under Review
Ideas Administrator

Bug

12

Duplicate detection rule on any entity in CRM is not recognizing any currency type field except the default currency.


While creating Duplicate detection rule on any entity in CRM 2013, you are not able to find the custom currency type field in the dropdown list except the default currency field.

For Example : On Opportunity entity, we do have other OOB currency data type fields i.e. Estimated...

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0 Comments

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Category: Core Sales (423)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for the feedback. In the current 2016 release, settings for Duplicate detection rules have changed.  In the rules settings, there is only field, criteria, and number of characters to match. Currency type value options (or any value options) are not displayed for selection. Regardless of currency type, duplicate detection should be able to detect possible duplicates on currency.

 

Evelyn Tay

PM, Microsoft

 

12

In CRM, for those who are not allowed to use autodial via lync or Skype, should have option for none in userprofile so clicking phone does not waste time

We are not allowed to use skype or Lync. We manual dial. Thus if I want to edit phone for example, often starts to autodial then fails, then wastes time. Please add in use profile third button for none, so no time is wasted by users who do not have autodial. This should be very minor fix f...

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3 Comments

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Category: Core Sales (423)

STATUS DETAILS
Under Review
12

Addresses in CRM - Country Selection

We would like the country field in customeraddress to be presented as a drop down list that displays description and stores the ISO code. This would be for Account, Contact, Lead, and More Addresses. We have written our own customization for this, but it would be nice for it to be part of the ...

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5 Comments

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Category: Core Sales (423)

STATUS DETAILS
Under Review