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...
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...
Duplicate of: http://crmideas.dynamics.com/ideas/dynamics-crm/788842http://crmideas.dynamics.com/ideas/dynamics-crm/788842
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 ...
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.
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...
Naitik Shah
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.)
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.
Allow customizations to "Close Opportunity" form
Allow customizers ability to add/remove attributes on the "Close" form just like on the regular opportunity form.
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
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.
Completed
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...
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.
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...
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 ...
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.