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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18 Comments

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Category: General (697)

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.

95

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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10 Comments

Read more... 10 Comments

Category: General (697)

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.

51

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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5 Comments

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Category: General (697)

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.
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 (697)

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 (697)

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.

33

Introduce lead conversion options and make dynamics better for B2B-sales >> User can chose how he wants to convert a lead - only into a contact, into an opportunity and a contact, ...

Dynamics is focused on a 1:1 relation between a lead and an opportunity. This is not very helpful for B2B-sales. I give you two examples, why this is very inconvenient:

1) Frequently, I have multiple persons (=leads) in an potential customer organization that I try to get in contact...

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11 Comments

Read more... 11 Comments

Category: General (697)

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.

30

Allow Duplicate Detection Rules on Additional Entities - Such as Addresses

My customer needs duplicate detection on the Address entity - but it's not available to the duplicate detection feature.

The desired change would allow duplicates to be detected on Addresses and other objects not currently supported.

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2 Comments

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Category: General (697)

STATUS DETAILS
Under Review
29

After application of UR12, Notes now show new owner / modified by instead of how it has worked previously (ANOTHER BUG)

yet another nasty surprise after the application of UR12 (don't do it!) - now we find that MS has arbitrarilly chosen to display the modified by and modified on for the notes section instead of what it previously was which was created by and created on.

this is a diversion from how...

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3 Comments

Read more... 3 Comments

Category: General (697)

STATUS DETAILS
Under Review
28

MVP Bug: CRM for Tablets requires quick create be enabled for system entities

If you disable quick create on standard system entities in CRM 2013 SP1, you will intermittently receive the following error when creating records:
"Sorry, something went wrong. Please try again, or restart the app. Error Code: 0X0."
Microsoft support confirmed that this is due to q...

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1 Comments

Read more... 1 Comments

Category: General (697)

STATUS DETAILS
Under Review
Ideas Administrator

More Info needed

28

CRM- provide a 'Merge' Option on duplicate checker results

A duplicate detection result dialog is shown when a user tries to save a record which already exists in the system. This works fine for new records. However, if there are already two records in the system and one gets changed, the same dialog is shown. This dialog doesn't enable merge from the...

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2 Comments

Read more... 2 Comments

Category: General (697)

STATUS DETAILS
Under Review