146

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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20 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (56)

STATUS DETAILS
Completed
Ideas 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

57

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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6 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (56)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback.
 
Support for customizations of Opporunity Product, Order Product and Quote Product entities is available now. Custom attributes can also be added to Price List Items. Out of box views of Price List Items can be also be customized.
 
Customization support for Address entity is planned and tracked here.
 
Sincerely,
Bharath Varadarajan
Product Manager, Dynamics 365 Sales
46

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.)

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9 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (56)

STATUS DETAILS
Completed
Ideas Administrator

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.

 

46

Allow customizations to "Close Opportunity" form

Allow customizers ability to add/remove attributes on the "Close" form just like on the regular opportunity form.

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9 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (56)

STATUS DETAILS
Completed
Ideas Administrator

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.

31

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...

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6 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (56)

STATUS DETAILS
Completed
Ideas Administrator

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

30

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

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7 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (56)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

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.

 

29

Different company's bank account in the customer Invoice

In the customer invoice (free text invoice, from sale order and project invoice) it would be helpful to manage different company's bank accounts for a specific customer or customer group instead of having just a default one for all the customer invoices. A solution could be the creation of a spec...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (56)

STATUS DETAILS
New
19

Extend enhanced add products experience to quote entity

With 2020 Release Wave 1 the new "Extended add product experience" has been added, which allows to add multiple existing or write in products at one to an opportunity and which comes with filtering capabilities based on views or product families. Details see: https://docs.microsoft.com/en-us/dyn...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (56)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

This is being planned for 2020 release wave 2.

 

Thanks,

Bharath Varadarajan

Product Manager, Dynamics 365 Sales

17

Auto save changes in nested grid without collapsing the product bundle after each change

A customer of us is heavily using product bundles. They act as a template, to configure the services, that shall be delivered to their customers. The bundles contain multiple optional products and the users change the quantity and prieces of the optional products according their needs. To provi...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (56)

STATUS DETAILS
Under Review
15

Edit Quote Close Form

Need to be able to edit the Quote Close form and customize the pop-up window that displays when creating an order and marking as won or closing a quote and marking as lost. OOB it does not seem like an admin has the capability to do this which is strange to me. This would really enhance the use...

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (56)

STATUS DETAILS
Under Review