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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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...
Bharath Varadarajan
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. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience
Sincerely,
Paramita Chatterjee
PM, Microsoft.
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Extend Create and Export PDF Capability
Hi, It would be very useful if the capability to Generate and Email PDF is extended beyond Quote to other entities Cheers
Thank you for your feedback. We would like to update you that Custom entity support for PDF document generation this is planned for 2020 Release Wave 2. Please refer to https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales/simplify-document-workflows-enhanced-pdf-capabilities for Dynamics 365 for Sales for details.
Sincerely,
Paramita Chatterjee
PM, Microsoft.
Make "create a revised quote" customizable
Make the field "created a revised quote" in Quote Close Dialog customizable, that the setting is not standard "Yes" but can also set to "No" (no revisions will be created on the Close Quote dialog)
Editable Grid in "Opportunity Product" and "Quote Product" entities
We just updated to Dynamics 365 to enable the Etitable Grid feature on our tenant, just to discover that it is not applicable to "Opportunity product" and "Quote product" entities.
My company need it to be able to use the "product" entity to add the product information to the quote, inc...
Thank you for your feedback!
Editable grid for "Opportunity Product" and "Quote Product" is supported today. Please refer to the following link for more information
Sincerely,
Naitik Shah
Microsoft
Make the currency symbol on currency fields customizable
At the moment it is not possible to customize currency fields as a developer would expect. Under specific circumstances we have the following behaviour: When you have a custom entity with a lookup on currencies and a currency field, the symbol that is shown in the currency field will only orient...
Administrator
Thank you for your feedback.
Dynamics 365 Sales allows customizing the out the box PriceListItem view from 2019 release wave 2. You can now add any additional columns to the price list item views and view additional details of the items - which is the core ask in in this idea.
Please note that the creation of new views is still restricted. If you have a need to create custom views, please upvote this idea and elaborate your scenario in the comments.
Sincerely,
Bharath Varadarajan
Product Manager, Dynamics 365 Sales