11

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 (69)

STATUS DETAILS
Needs Votes
11

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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Category: Lead Management (69)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!

 It is now possible to customize the close opportunity dialog. Check out Customize the Opportunity Close form.

Sincerely,

Bharath Varadarajan

Product Manager, Dynamics 365 Sales

10

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 (69)

STATUS DETAILS
Needs Votes
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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Category: Lead Management (69)

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 (69)

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 (69)

STATUS DETAILS
Needs Votes
8

New Lead Duplicate Detection experience does NOT identify duplicates on create

Hi,


New lead duplicate detection engine is not able to identify a duplicate on creation, it requires the User to refresh the lead for the notification to be shown.


We´ve been told is by design, but is not very convenient and is very confused for users, roles a...

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Category: Lead Management (69)

STATUS DETAILS
New
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 (69)

STATUS DETAILS
Needs Votes
8

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 (69)

STATUS DETAILS
Planned
Ideas Administrator
This feature is currently planned as part of the GA for the October 2022 release. 
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 (69)

STATUS DETAILS
Needs Votes