Invoice Product relationship
Allow 1 to many relationship to Invoice Product entity.
Opportunity Duplication
I used Salesforce for 20+ years prior to using Dynamics 365. One huge limitation in Dynamics is our ability to manage our renewals in this system. Salesforce had the ability to close an opportunity and then duplicate/clone it. For example, with software subscriptions, they'll renew their so...
Conversion of Text to Numeric value (Ex: 4M Input should be converted as 4000000)
We should have the ability to add text value instead of Numeric, so that the system automatically converts it into Numeric value. This reduces the effort of the users and easy to understand as well. For Example, if a user wants to add 4 Million, he can enter it as 4M and system should automati...
Show filter based view in Business Process Flow
Dear Team,
I have created a Business Process Flow in Opportunity entity. It has 4 stages Qualify-Develop-Propose-Close.
Qualify, Develop & Close stages belongs to Opporutniy Entity where as Propose stage belongs to related Quote Entity.
When i click on 'Ne...
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...
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
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In the Sales Hub navigation panel, select App Settings.
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Under General Settings, select Opportunity pipeline view.
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In the Manage charts section, edit Deal tracker.
- 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
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 ...
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...
Quick campaign phone call distribution
When distributing a Quick Campaign Phone calls, distribute them one after another deppending on their duration instead of all at the same time.
Please stop the activity dates changing when owner is updated
When the opportunity is assigned to another owner.
The timeline of all of the activities for tasks, e-mails, Phone calls, notes. Get updated with the time and date that the new owner is changed. As the relationship behaviour out of the box is Parental. then they are set to "Cascade all"...
Prospect Quote Sync to F&O using Dual Write
Currently if you quote a "prospect" this does not sync to F&O - which when using Master Planning to forecast stock and create planned orders using "future quote demand" provides a limited view of stock requirements. As a business we do not want 10,000 "customers" creating in F&O which will nev...
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