20

Ability to create new Account records from Customer field in Order entity

It would be very useful if you can create a new Account record from a potential customer field in Order entity.

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1 Comments

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Category: General (1799)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!


This functionality is available now in the new user experience - Unified Interface. Please refer to the following link for more information.
 
Sincerely,
Naitik Shah
Microsoft

20

Should be able to customize the Opportunity product form existing calculation rule (System defined)

There are 7 fields on the Quote Product form as follows :-

Price Per Unit
Volume Discount
Quantity
Amount
Manual Discount
Tax
Extended Amount

These fields are calculated as per the System Rule and the final result is displayed in the Extend...

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2 Comments

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Category: General (1799)

STATUS DETAILS
Planned
Ideas Administrator

Under Review

20

Send Email (with attachment) to Marketing Lists

Presently, you can only easily email marketing lists using Send Direct Email feature using Advance find on Account/Related/Marketing Lists. This is nice, but cannot send attachment with it! The only ways to do this now are:

1) Open a new email and add each individual member to it us...

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1 Comments

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Category: General (1799)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
19

Allow multiple files to be attached to a column

Currently we are not able to attach multiple files to the Dateverse column, so we are attaching multiple files separately.

This can be a very time consuming process and should be streamlined by allowing multiple files to be attached at once.

Adding this feature would be a convenien...

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0 Comments

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Category: General (1799)

STATUS DETAILS
New
19

How to check whether users in the tenant are using Sales Copilot and obtain usage logs with administrator privileges

If users within a tenant can use Sales Copilot and obtain usage logs with administrator privileges, the scope of operations will expand.

Reviewing the logs opens up new possibilities for easily managing Sales Copilot users.

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0 Comments

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Category: General (1799)

STATUS DETAILS
New
19

I want to set the icon settings of the PowerApps area to the area as well.

Currently, icons can only be set for subareas in PowerApps, but not for areas.

If you can set the desired icon in the area, you can expand the range of app design.

Therefore, we request a function that allows you to set the desired icon in the area.

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0 Comments

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Category: General (1799)

STATUS DETAILS
New
19

Creating temporary test users without adding license nor creating new Azure AD user

It would be great if temporary test users could be created without adding license nor creating new Azure AD users.

Sometimes admins don't have enough license to test as licenses they have are all assigned.

It's not desirable to purchase licenses only for test.

Users can get a...

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0 Comments

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Category: General (1799)

STATUS DETAILS
New
19

Date Range

In the Filter Options on the Accounts and Opportunities view there was previously a date range option so a user could select two dates to view records that fell between those specific dates. Can this function be added to the latest view as it was a very useful tool that has been removed from the ...

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1 Comments

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Category: General (1799)

STATUS DETAILS
Needs Votes
19

Show/Hide Inactive Accounts in Hierarchy View

In previous versions there was a big locker indicated if an Account was inactive in the Hierarchy View - in the current version of Dynamcis 365 it has disappeared. We would like CRM to either show very clearly if an Account is inactive by a color or the Big Locker in the Hierarchy View AND/OR i...

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2 Comments

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Category: General (1799)

STATUS DETAILS
Needs Votes
19

Migrate "Access Team Template" with solution

Currently, "Access Team Template" cannot be migrated by the solution and must be created in each environment. However, when you use solution to export/import the customization of entity, the Access Team Template setting of subgrid gets error in destination environment. For that reason, each time...

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0 Comments

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Category: General (1799)

STATUS DETAILS
Needs Votes