Sort order of products in quote
If the "Enhanced experience for adding products" is enabled and multiple products are added to a quote, the order in which the products were selected does not correspond to the order in which the products are created in the quote.
It would be desirable that the order in which ...
Active quotes should not be editable in total amount when altering the Product price.
When activate a quote, the quote is Read-only, however, user can alter the price of the quote product, hence changing the Quote’s total amount. We don’t want an Active (ie locked) Quote to be changed after it has been shared with the customers. It should have to go through the Revise process f...
Ability to align the display order of PDF and Products in Dynamics 365 when quotes are exported to PDF
Currently, when a quote is exported to PDF, it is displayed in the order of the creation date of the product record. If there is a function to align the display order of products in PDF and Dynamics 365, it will be easier to check the quotation. Please consider implementing this feature.
Make the sub-network sub-products visible all the time whether they are editable or locked
Currently, on the 9.x version of Dynamics 365 it is visible whether sub-products in the subgrid are editable or locked to edition only after clicking and marking one of the sub-products. So the users have to click all sub-products one by one to check if they are editable. It is very inconvenie...
Feature to make the Request for quote lines table read-only
Currently, there is no standard feature to make the Request for quote lines table read-only. Please add a feature to make the Request for quote lines table read-only when the Quotes is made read-only. This feature would be more useful if added.
Activate retired products and product families
It should be possible to re-activate a retired product family, and re-activate any retired products with an active parent.
Currently the behaviour is such that retiring a product family will retire all the products in that family.
There is then no mechanism to re-activat...
D365 new setup to avoid to make a reservation on a warehouse other than the one on the order line
Now in D365 it is allowed to make a reservation on a warehouse other than the one on the order line.
It would be fine to have the possibility to block this possibility and force the user to make a reservation using exclusively the warehouse of the sales order line.
Flexible product bundles
Possibility to enable the modification of product bundles within a sales order. The proposed change aims to provide users with the flexibility to adjust the number of items on the order lines included in a product bundle after it has been added to a sales order. Additionally, it should allow u...
Contracts Entity
Microsoft deprecated the Contracts entity and replaced it with the "Entitlements" entity however this does not replace the functionality which a Contract does.
Please can we have the Contracts entity back as an out of the box entity as its still required by customers and I al...
Customize Close Quote Form
When I close a quote I would like to be able to set the default option on "Create a revised quote" to "No" so that we don't accidentally create revised quotes.
Administrator
This idea has been implemented per the request via GA train 9.3. Please review our documentation for further details:
Customize the quote closure experience | Microsoft Learn
Thanks,
Revathi
Sr Product Manager, D365 Sales