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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Category: Lead Management (56)

STATUS DETAILS
Needs Votes
9

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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Category: Lead Management (56)

STATUS DETAILS
Needs Votes
9

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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Category: Lead Management (56)

STATUS DETAILS
Needs Votes
8

Able to Select [Suggest/ Don�t suggest] Optional Bundled Products.

It would be very useful, and we can manage opportunities even better if we get to specify whether we want to suggest a registered item to a customer or not. It was available with Web UI but it is not available with UCI. [Steps] 1. Sign in Dynamics 365 with admin center access 2. Select a pulldow...

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Category: Lead Management (56)

STATUS DETAILS
Needs Votes
7

"Update Records" in the workflow can update records in entities such as [Opportunity Lines]

Right now, the entities such as [Opportunity Lines] and [Quotation Lines] can only be updated from the opportunity entity manually. We want a workflow function which can update records for entities such as [Opportunity Lines] and [Quotation Lines]. It will be more convenient if users can choose t...

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Category: Lead Management (56)

STATUS DETAILS
Needs Votes
7

Ability to display/hide price list entity record with security role

Any user can choose records on price list entity so it would be great if price list records are exclusively displayed by assigning roles.

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Category: Lead Management (56)

STATUS DETAILS
Needs Votes
6

Show sum per view (e.g. Revenue)

When creating a view (i.e. all open Opportunities) there should be configureable sum fileds in the view e.g. "Total Revenue in View" and "Total Revenue on page"

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Category: Lead Management (56)

STATUS DETAILS
Needs Votes
6

Field validation not working properly on UCI

When we set the field's value to null using custom JS script after some validation found false, it should set to null without comparing the new value (null) to the value stored on the server (null) and not update it if those values are the same. The null value should be set if validation found f...

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Category: Lead Management (56)

STATUS DETAILS
Needs Votes
5

Allow editable grid feature to be restricted to only certain fields

Right now the entire sub-grid must be editable to use the editable grid feature. However, there might be some fields where we do not want them to be able to adjust them in such a manner because there could be logic behind the field on the form that the grid will not have. Turning everything as ed...

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Category: Lead Management (56)

STATUS DETAILS
Needs Votes
5

Microsoft Office Lens OCR intigration with Dynamics 365

It would be wonderful if the Dynamics team would integrate OCR connectivity with Microsoft Office Lens when capturing customer information on Business Cards. There would also be several other uses with capturing and importing information with Office Lens into Dynamics. Thank you.

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Category: Lead Management (56)

STATUS DETAILS
Planned
2019 Release Wave 2
Ideas Administrator

Thank you for your feedback.


The functionality to scan business cards is planned for the next release. Please refer to the following link for more information.

Sincerely,
Naitik Shah
Microsoft