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"
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...
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...
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 ...
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.
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.
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...
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...
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...
"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...
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