3

Customization in a supported way of BPF Stage buttons

We would like to have this feature the possibility to customize in a supported way all the BPF stage buttons like (finish, next stage, set active, orange left/right arrow buttons, stage arrow buttons, etc) Regards This is a recap of what we are missing the reason why we are not satisfied 1)...

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes
3

Competitor Field should able to be set as Business Required on Opportunity Close entity

Competitor Field should able to be set as Business Required on Opportunity Close entity. When we tried to set it up, the message "Managed Properties Error" appears (which means the Out-of-box script cannot be changed within this field).

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes
3

Configurators for Quote similar as in Oracle Big Machine

Hi, Our customers are using Oracle Big Machine and Dynamics CRM. The only reason of using Oracle is they have Configurators functionality. We do not have those inside CRM where we have pre configured or where we can cross and up sell based on different configurator attributes. I would like to s...

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1 Comments

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes
3

Allow creation of custom views on PriceListItem entity

Allow creation of multiple views of price list items so that they can be surfaced in parallel in Price list entity forms.

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes
3

Native ability to add product images to quotes

There should be a native OOB capability to add standard product images to the product catalog for use with quoting with word templates.

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes
3

Editable grid

We are using standard editiable grid Hi We are using standard editable grid but facing limitations with using it. We need to have columns for item number, item description and item description two, but are facing the issue that when adding columns, or changing them, the editable grid gets locked...

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Category: Opportunity (225)

STATUS DETAILS
Completed
Ideas Administrator

Ability to customize the views of the opportunity product editable sub-grid is now available on Unified Client. You can also use the new enhanced experience to add multiple products at the same time.

3

Product stock inventory and product serial number tracking

have the ability to take product stock inventory, serial numbers tracking search capabilities

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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.
2

when applying the "_" filter in our entity view, as it retrieves all records rather than the relevant ones.

Customers encounter difficulty when applying the "_" filter in entity view, as it retrieves all records rather than the intended relevant ones. This poses a challenge for users searching for specific information using the "_" symbol.

 

It would be really great if we can get this f...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
2

Report for Opportunity Team Member

Dear Microsoft Support,


We are facing an issue while extracting the opportunity when a user gets added as opportunity team member. We are unable to produce a report for opportunity team member without using any third-party tool. We understand that the XRM tool must be used to ...

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Category: Opportunity (225)

STATUS DETAILS
New
2

Display Save & Close button in command bar, not in a flyout menu

Save & Close button on opportunities used to be directly in the command bar. Release 2023 Wave 1 moved it in the flyout menu under the Save button.

For those who use primarily Save & Close it is more complicated now. So we suggest moving the button back so that it is directly in the comm...

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes