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...
"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...
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.
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...
delay - postpone - hold a Queue item.
I get to my queue, I have a queue item that tells me to call a customer, i get the message that the customer is on holiday for 2 weeks. I need to be able to delay - put on hold - postpone the queue item so it re-appears in 2 weeks time. Such an obvious function that I'm struggling to believe it...
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.
Unable to convert lead to contact with Company information intact
When I try to convert a Lead to Contact, the "Company" field in the Lead does not map to anything in the Contact (in particular, the "Parent Customer" field). You can convert the lead to a Contact and Account at the same time; however, this leads to creating multiple Account records with the s...
Enbale Status Reason Transitions for Lead and Opportunity
Status reason transitions are available for the Case entity and custom entities. This feature would also be valuable for the Lead and Opportunity entities, because it will make it easier for users to choose the next status reason.
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...
When creating an email from the timeline, template created in the opportunity should be displayed by search.
[Actual Results] When an email is created from the timeline of the [Opportunity] record, the record is automatically registered as [To], and the record set as [To] has priority when searching for a template. Therefore, the template of [Opportunity] is not displayed even if the [Related] record is...
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