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 (40)

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 (40)

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 (40)

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 (40)

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 (40)

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 (40)

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 (40)

STATUS DETAILS
New
7

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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0 Comments

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Category: Leads or Opportunities (40)

STATUS DETAILS
New
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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0 Comments

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Category: Leads or Opportunities (40)

STATUS DETAILS
New
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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0 Comments

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Category: Leads or Opportunities (40)

STATUS DETAILS
New