141

CRM 2013: Add new custom PriceListItem View

Hi,

it would be very handy to allow adding a new view to price list elements.
In our case we need to show the price list items like this:

ProductName | Price | Unit

But for whatever reason the views are not customizable at all, neither I can add my own vie...

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18 Comments

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Category: Core Sales (548)

STATUS DETAILS
Under Review
94

Convert Lead dialog box - we want it back!

After applying the latest Product Update related to the December 2012 Service Update for Microsoft Dynamics CRM Online, users may notice that the lead Qualify button no longer presents the Convert Lead dialog box. A new Opportunity is being created an opened, there is no chance to get the old ...

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10 Comments

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Category: Core Sales (548)

STATUS DETAILS
Planned
October 2019
Ideas Administrator

Under Review

44

Enable customization for some entities: Quote Product, Opportunity Product, Customer Address, Price List Item

Dear MS CRM Team,

You made great enhancement for every rollup and for sure, the SP1 enhancement as well.
It will be greater and more powerful, if CRM open for customization for some entities.
For example: I have requirement from client to link Quote Product to multiple Add...

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5 Comments

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Category: Core Sales (548)

STATUS DETAILS
New
40

MVP Bug: Cannot add process stage name to Outlook views

If you have a view that has business process flow enabled and you add the related process stage name to a view, the view will display that column in web client, but will not display it in Outlook.

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3 Comments

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Category: Core Sales (548)

STATUS DETAILS
Completed
Ideas Administrator

Completed

34

Allow customizations to "Close Opportunity" form

Allow customizers ability to add/remove attributes on the "Close" form just like on the regular opportunity form.

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7 Comments

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Category: Core Sales (548)

STATUS DETAILS
Under Review
31

Editable Grid in "Opportunity Product" and "Quote Product" entities

We just updated to Dynamics 365 to enable the Etitable Grid feature on our tenant, just to discover that it is not applicable to "Opportunity product" and "Quote product" entities.

My company need it to be able to use the "product" entity to add the product information to the quote, in...

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6 Comments

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Category: Core Sales (548)

STATUS DETAILS
Under Review
Ideas Administrator

We are reviewing this idea and will provide an update shortly

31

Introduce lead conversion options and make dynamics better for B2B-sales >> User can chose how he wants to convert a lead - only into a contact, into an opportunity and a contact, ...

Dynamics is focused on a 1:1 relation between a lead and an opportunity. This is not very helpful for B2B-sales. I give you two examples, why this is very inconvenient:

1) Frequently, I have multiple persons (=leads) in an potential customer organization that I try to get in contact...

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11 Comments

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Category: Core Sales (548)

STATUS DETAILS
Planned
Ideas Administrator

Under Review

27

MVP Bug: CRM for Tablets requires quick create be enabled for system entities

If you disable quick create on standard system entities in CRM 2013 SP1, you will intermittently receive the following error when creating records:
"Sorry, something went wrong. Please try again, or restart the app. Error Code: 0X0."
Microsoft support confirmed that this is due to q...

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1 Comments

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Category: Core Sales (548)

STATUS DETAILS
Under Review
Ideas Administrator

More Info needed

27

Allow Duplicate Detection Rules on Additional Entities - Such as Addresses

My customer needs duplicate detection on the Address entity - but it's not available to the duplicate detection feature.

The desired change would allow duplicates to be detected on Addresses and other objects not currently supported.

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2 Comments

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Category: Core Sales (548)

STATUS DETAILS
Under Review
25

CRM- provide a 'Merge' Option on duplicate checker results

A duplicate detection result dialog is shown when a user tries to save a record which already exists in the system. This works fine for new records. However, if there are already two records in the system and one gets changed, the same dialog is shown. This dialog doesn't enable merge from the...

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2 Comments

Read more... 2 Comments

Category: Core Sales (548)

STATUS DETAILS
Under Review