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)...
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).
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...
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.
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.
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...
Product stock inventory and product serial number tracking
have the ability to take product stock inventory, serial numbers tracking search capabilities
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...
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 ...
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...
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.