145

CRM 2013: Add new custom PriceListItem View

Hi,

it would be very handy to allow adding a new view to price list elements.
In our case we need to show the price list items like this:

ProductName | Price | Unit

But for whatever reason the views are not customizable at all, neither I can add my own vie...

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20 Comments

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Category: General (789)

STATUS DETAILS
Planned
October 2019
Ideas Administrator

Thank you for your feedback.

We are planning this feature as part of the functionality in 2019 release wave 2 in October

Please refer to the following link for more information 2019 Release Wave 2 documentation for Dynamics 365 for Sales

 

Sincerely,

Naitik Shah

Microsoft.

113

Convert Lead dialog box - we want it back!

Lead Qualification Process – Users should have the option to choose how to qualify a lead. A lead could become a contact in an account and perhaps an opportunity but they don’t always become opportunities! Now CRM is automatically qualifying leads into Opportunities which is causin...

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17 Comments

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Category: General (789)

STATUS DETAILS
Declined
Ideas Administrator

Duplicate of: http://crmideas.dynamics.com/ideas/dynamics-crm/788842http://crmideas.dynamics.com/ideas/dynamics-crm/788842

113

Convert Lead dialog box - we want it back!

After applying the latest Product Update related to the December 2012 Service Update for Microsoft Dynamics CRM Online, users may notice that the lead Qualify button no longer presents the Convert Lead dialog box. A new Opportunity is being created an opened, there is no chance to get the old ...

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17 Comments

Read more... 17 Comments

Category: General (789)

STATUS DETAILS
Planned
October 2019
Ideas Administrator

Thank you for your feedback!

 

Would like to update you that this capability is planned for 2019 Release Wave 2 in October.

Please refer to 2019 Release Wave 2 documentation for Dynamics 365 for Sales for details.

 

Sincerely,

Paramita Chatterjee

PM, Microsoft.

55

Enable customization for some entities: Quote Product, Opportunity Product, Customer Address, Price List Item

Dear MS CRM Team,

You made great enhancement for every rollup and for sure, the SP1 enhancement as well.
It will be greater and more powerful, if CRM open for customization for some entities.
For example: I have requirement from client to link Quote Product to multiple Add...

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6 Comments

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Category: General (789)

STATUS DETAILS
Planned
October 2019
Ideas Administrator
Thank you for your feedback.
 
Support for customizations of order and quote product entities is available now.
Support for customizations (attributes, forms, public views for Price list item entity) is planned for the coming release. Please refer to the following link for more information.
 
 
Customization support for Address entity is planned and tracked here.
 
Sincerely,
Naitik Shah
Microsoft
 
This posting is provided "as is" with no warranties, and confers no rights.
46

Allow customizations to "Close Opportunity" form

Ability to customize the Opportunity Close dialog box.

(Specifically, allow a user to select a value in the "Competitor" box when the Opportunity has been "Won" so we can see which competitors we are displacing.)

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9 Comments

Read more... 9 Comments

Category: General (789)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!

 

Would like to update you that this capability is planned for 2019 Release Wave 2 in October.

Please refer to the 2019 Release Wave 2 documentation for Dynamics 365 for Sales for details.

 

Sincerely,

Paramita Chatterjee

PM, Microsoft.

 

46

Allow customizations to "Close Opportunity" form

Allow customizers ability to add/remove attributes on the "Close" form just like on the regular opportunity form.

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9 Comments

Read more... 9 Comments

Category: General (789)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!

 

Would like to update you that this capability is planned for 2019 Release Wave 2 in October.

Please refer to the 2019 Release Wave 2 documentation for Dynamics 365 for Sales for details.

 

Sincerely,

Paramita Chatterjee

PM, Microsoft

 

40

MVP Bug: Cannot add process stage name to Outlook views

If you have a view that has business process flow enabled and you add the related process stage name to a view, the view will display that column in web client, but will not display it in Outlook.

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3 Comments

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Category: General (789)

STATUS DETAILS
Completed
Ideas Administrator

Completed

40

Convert Lead dialog box no longer appears during lead qualification

After the Polaris update, when qualifying leads, the dialog box is no longer available to select the creation of Account, Contact or Opportunity. When the qualify button is pressed, CRM Dynamics assumes that the user wishes to create an Account, Contact and Opportunity. When we covert leads, o...

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7 Comments

Read more... 7 Comments

Category: General (789)

STATUS DETAILS
Planned
October 2019
Ideas Administrator

Thank you for your feedback!

 

Would like to update you that this capability is planned for 2019 Release Wave 2 in October.

Please refer to 2019 Release Wave 2 documentation for Dynamics 365 for Sales for details.

 

Sincerely,

Paramita Chatterjee

PM, Microsoft.

34

Bring back the good old excel-like column filtering to the unified interface

In the current implementation of the unified interface, the functionality to filter columns in views/grids is too limited. This is the case for both online (9.1) and on-premise (9.0) organisations. Currently, only a custom filtering dialog is available, which only allows to define a filter usin...

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1 Comments

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Category: General (789)

STATUS DETAILS
New
33

Display 6 fields in 1 line in a form like Quotes and Invoices on UCI.

When placing 6 rows of fields in a form, such as Quotes and Invoices on UCI, we could no longer display it as 1 line. With WebUI, it was possible to display 6 fields as 1 line. With UCI, the maximum number of fields that could fit in 1 line is 4. When wanting to display 6 fields, it splits ...

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0 Comments

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Category: General (789)

STATUS DETAILS
New