5

Invoicedetail Entity (participate in workflows and advanced find)

Allow this entity for workflow. Also for advance find. We have to use invoice and then link to invoicedetail entity.

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1 Comments

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Category: Opportunity (225)

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.
4

Convert to Opportunity with auto-populating account + contact

We have a demand that opportunities should automatically include account + contact, when converting from an activity. Usually our activities set against a contact, which in most cases has a connection to an account. By "convert to" opportunity we have to set either the contact or the account ma...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes
4

Make possible to create new products using other than the base language

Currently user gets an error message if user tries to create a new product using other than the base language. (User can see "Add Product"-button in unified interface, but when user tries to save product record first time, pop-up error is shown). It is common that environment is created using En...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes
4

Allow editing of 'Quote Close' fields.

Example: I edit Description on 'Quote' to allow more than 2,000 character limit to allow integration with sage - Redware. I then go and try to revise the 'Quote' which now has a character limit of more than 2,000. I am met by an error telling me to increase the length of 'Description' - Which ...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
Under Review
4

Invoice Product relationship

Allow 1 to many relationship to Invoice Product entity.

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2 Comments

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Category: Opportunity (225)

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.
3

Possibility to delete a field mapping

Field mappings in managed table relationships should be possible to delete if wanted.

For if you do not want the Topic/Name of an Opportunity to populate a related Invoice, you should be able to delete that field mapping.

This is not possible by design today.

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
3

Editable Deal Tracker chart in Opportunity Pipeline View

Few columns like Actual Revenue, Est. Close Date, Actual Close Date, Opportunity Score, Opportunity Grade are core fields and always included in Tooltip of Opportunity pipeline view.


As of now there is no way to modify Deal Tracker chart extensively in Opportunity Pipeline Vi...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for sharing the feedback. 

It is actually possible to customize the firleds that appear in the tooltip: Configure the opportunity pipeline view | Microsoft Learn

  1. In the Sales Hub navigation panel, select App Settings.

  2. Under General Settings, select Opportunity pipeline view.

  3. In the Manage charts section, edit Deal tracker.

  4. Manage Tooltip fields

This is setting is availble for admins, please reach out to your org administrator to configure which fields you want in the tooltip.

 

Please share if you want other customizations in the pipeline view.

Thanks
Swapnil Agarwwal
Product Manager, D365 Sales

3

Clone Opportunity

Sometimes we have reoccurring opportunities and it becomes tedious to every couple of months create a new opportunity that is the same as the previous one. There should be an ability out of the box to close an opportunity same as you would a quote with the option of closing with or without pro...

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1 Comments

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Category: Opportunity (225)

STATUS DETAILS
Planned
2023 Release Wave 2
Ideas Administrator

This idea is currently being picked up for implementation. We will add the release dates as we get closer to completion.

 

Thanks,

Revathi Sankar

Product Manager, D365 Sales

3

Allow User to Choose Unit when Adding a Product

Hi,


it would be great if users could select one of the units of a unit group when adding a product.


Today the unit of an Opportunity Line / Quote Line is determined by the unit of the respective Price List Item. Since Unit Groups can hold calculations between ...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
3

Custom calculation of opportunity product and quote product

Hi all, we are having problems managing the opportunity product and the quota product. Many businesses have different calculation methods than those proposed by Dynamics 365 Sales, so the calculation should be customizable (with the possibility of adding custom columns and evaluating the final...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New