Workflows for opportunity close
Now that opportunity close is customisable, please add ability to trigger workflows from opportunity close and read values from opportunity close.
Translation of Dropdown Fields in Word Templates
When you create a Word Template from any entity in CRM the Dropdown fields from that entity are not thanslated to the Word Template Language. This is specially enoying if you want to send a quick quote to a customer (eg. in chinese). All manual fields are translated but not the Dropdowns (eg. ...
One click email quote to customer as PDF
I would expect it to be a standard process for a CRM to send quotes to clients via email through the CRM. I understand we can download a quote as a .docx word document. But then we need to convert to PDF, create a new email, attach the PDF, write some email content and press send. Which isn't re...
This is now available: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf
Product Catalogues per Business Units
We need to be able to filter products into catalogues used in different business units. Fx the products in US is not the same in EU.
On other records this can be managed by ownership, but this is not possible on products.
Product Price List not working as expected
I think that Price Lists are not working as expected in CRM 4.0.
Here's a scenario. I have two price lists defined, Retail and Wholesale. I add some products and create price list items for them on the retail list. I add some other products and add them to the wholesale price list. ...
Opportunity stage substage/step as checkbox
Working with opportunity should be easy ans efficient.
It would help if:
1) If there is option to "Pin" subtasks and keep them visible all times
2) if subtasks are as checkboxes not drop down menus
3) consider making subtask window larger as in some cases it looks ridi...
Quote visibility under Opportunity
Hi,
There are workarounds as option but prefernce is to have something out of the box.
When you work with opportunity it would be useful to see number of active quotes next to "Quote tab" or somewhere else. This gives immediate info if there is active quote or not. Annoy...
Adding sub step in stages
MS CRM - We can define multiple stages. Under each stage, there could be multiple steps. We have configured this.
We further need to add substages under each stage.
For e.g.
Stage: Development, QA, UAT, Go Live
Stage 1 Development: Steps:
1.1 Tas...
Historical Exchange Rate
Problem :
- Exchange rate can't be updated on table if we have to recalculate the currency base field on form based on any historical exchange rate.
- Dev need to create program code unnecessarily to handle the historical data if opportunity is closed earlier and we have to ret...
STATUS DETAILSNew
Opp
It would be a fantastic idea to reflect on their Opportunities on sales representatives list after assignments, enabling them to make updates without creating new ones. This way, both the creator of the Opportunity and...
Administrator
Thanks for the feedback. Opportunity Close records are available in Power Automate to create workflows already.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales