26

Ability to turn on editable grid for one specific view, not all views on that entity

We use several grid views on the Opportunity entity. We'd like to make one of them editable, but not all. Currently the only option is all editable or none editable, controlled at the entity level. We'd like to be able to control this at the individual grid level.

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2 Comments

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Category: Leads or Opportunities (44)

STATUS DETAILS
New
15

Custom Aggregation Headers on Grid Views

We use Grid views for opportunity tracking and forecasting. Users will edit opportunity fields and forecast amounts inline in this main grid view. To make it truly useful for them though, they need to be able to see some summary numbers at the top: their quota target (separate field, no on oppor...

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5 Comments

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Category: Leads or Opportunities (44)

STATUS DETAILS
New
11

Editable Grids - Need Sub-totals in the Grid

Our development team built a custom tool years ago before we had Editable Grids as an option; now we are working towards switching our field to Editable Grids. We have a small pilot group using Editable Grids, and feedback our team received immediately, also feedback that we built into our custo...

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0 Comments

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Category: Leads or Opportunities (44)

STATUS DETAILS
New
10

Editable Grids - Need to update non-native Contact fields on Opportunity grid

Currently, non-native data fields are un-editable with Editable Grids enable. Our end-users are confused by the fact that they are unable to edit non-native fields in the Editable Grid. For example, Contact record Segment is a popular field with our users, namely the top 250 revenue-generating ...

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0 Comments

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Category: Leads or Opportunities (44)

STATUS DETAILS
New
10

Configurable Close opportunity form

It should be possible to modify the Close opportunity form. The same way it is possible in April19 release to modify the close case form : https://docs.microsoft.com/en-us/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-resolution-extensibi...

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0 Comments

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Category: Leads or Opportunities (44)

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.

10

Configurable Close opportunity form

It should be possible to modify the Close opportunity form. The same way that As is it possible to modify in the next release the close opportunity form : https://docs.microsoft.com/en-us/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-reso...

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0 Comments

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Category: Leads or Opportunities (44)

STATUS DETAILS
New
9

Feature of copying [Opportunity] entity record

Currently, as the default feature in Dynamics 365 (online), there is no way to copy [Opportunities] entity record from [Sales Hub] app. The workaround that users are aware of is to copy it by using a workflow or copy it from [Project Services] app. The first workaround requires a long steps to be...

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0 Comments

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Category: Leads or Opportunities (44)

STATUS DETAILS
New
9

The first letter of BPF stage name shouldn't be displayed in Capital letter when it is set as lower-case character

On Dynamics 365 (online) Ver.9.1., even if the first letter of the stage name of BPF is set as lower-case character, the first letter is displayed as capital letter. It would be user-friendly if the character size is set by user preference. e.g. When it is set: dynamics or crm When it is display...

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0 Comments

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Category: Leads or Opportunities (44)

STATUS DETAILS
New
8

Let the [Related Records Filtering] back on UCI

Related Records Filtering is no longer functioning on custom fields of [Opportunities] after Wave 2 update. It has made work efficiency worse now because the function has been used for business. Therefore, please let the Related Records Filtering function back on UCI.

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0 Comments

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Category: Leads or Opportunities (44)

STATUS DETAILS
New
8

Enable to choose to hide or show the product and the price list to some partners on the lead or opportunities entities

There is no way to select to hide or show the product and the price lists to each partner on the partner portal. It would be more useful if we can choose the partners who are able to see the products and the price lists on the lead and opportunities entities or not.

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0 Comments

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Category: Leads or Opportunities (44)

STATUS DETAILS
New