11

Make the currency symbol on currency fields customizable

At the moment it is not possible to customize currency fields as a developer would expect. Under specific circumstances we have the following behaviour: When you have a custom entity with a lookup on currencies and a currency field, the symbol that is shown in the currency field will only orient...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
New
11

Ability to set a default price list for each team or user.

Currently, We can set a default price list for each territory by using the [default price list for a territory]. It would be more convenient to be able to set a default price list for each team or user.

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
Needs Votes
11

Function for adding option to the Opportunity entity statuses

As it's mentioned on MSDN, user cannot customize status in The Opportunity entity. Title : Add newly created custom fields to the Opportunity Close form URL : https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience#add-newly-created-custom-fields-to-t...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
Needs Votes
11

Multi-select to Create PDF files from sales records

As a user I need the ability to select multiple document templates from the Create PDF and Email as PDF menu and have one document output. It is inconvenient to download/email several files and combine outside of Dynamics 365.

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
Needs Votes
9

Possibility to upload customs fonts for "export to pdf" function

When I upload a word template to Dynamics 365 and then use the function "export to pdf", the custom fonts will be converted to a standard font. It would be great to have the possibility to upload custom fonts in Dynamics 365.

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3 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
Needs Votes
9

Creation Products in all languages (not only base language)

To have the possibility to create products, bundles and everything in the catalog even without being in the language base. Today (10/2020) in a multilanguage CRM we are obliged to switch to base language to create new products.

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
Needs Votes
9

Make Product creation available in none-base languages

Make Product creation available in none-base languages

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
Needs Votes
8

Edit related table records directly from another table’s main form, only specific information from core entities

Hello, This suggestion refers over to https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/form-component-control?WT.mc_id=BA-MVP-5000177 I want to display and edit related Account information on my Opportunity. However when using core entities such as Account, the account form i...

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2 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
Needs Votes
7

Enable "Add Products Function" at Quotes and Sales Orders (similar to Opportunities)

With the new release, a good function was provided. It allows to create several opportunity lines in one step, it's called add products. It would be very good to have this option at quotes and sales orders as well. Some of our customers don't use opportunities, but start with sales orders.

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

This is planned for 2020 Release Wave 2 (Jan-Feb 2021).

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales

6

Sequence of products in a word-tempate of offer/salesorder

In the standard-view of “salesorder/product inline-editing” there is a sort-function, used to change the row of a product i you have more than one. But this changes only the sequence on the screen. It does not change the sequence in the word-template. It would be very important that the sequence ...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
Needs Votes