31

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 (225)

STATUS DETAILS
Needs Votes
31

Editable Grid in "Opportunity Product" and "Quote Product" entities

We just updated to Dynamics 365 to enable the Etitable Grid feature on our tenant, just to discover that it is not applicable to "Opportunity product" and "Quote product" entities.

My company need it to be able to use the "product" entity to add the product information to the quote, inc...

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6 Comments

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Category: Opportunity (225)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!


Editable grid for "Opportunity Product" and "Quote Product" is supported today. Please refer to the following link for more information
 
Sincerely,
Naitik Shah
Microsoft

27

Add Custom Lookups to Opportunity Product, Quote, Order and Invoice Line Item

It should be possible to create custom lookup to an Opportunity Product, Quote Line Item, Order Line Item or Invoice Line Item. This would reduce significantly the occasions when a custom entity is used instead of the standard line items in complex solutions.

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3 Comments

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Category: Opportunity (225)

STATUS DETAILS
Under Review
Ideas Administrator

Need more info

24

Custom script Add Product view

We submit a proposal for improvement within the new vision experience "Add Product" of the Offers. The request is to be able to manage scripts (Javascript) that would allow to manage particular custom actions on the various lines of the board. In particular, we need to manage a new field on each ...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
23

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 (225)

STATUS DETAILS
Needs Votes
23

Extend enhanced add products experience to quote entity

With 2020 Release Wave 1 the new "Extended add product experience" has been added, which allows to add multiple existing or write in products at one to an opportunity and which comes with filtering capabilities based on views or product families. Details see: https://docs.microsoft.com/en-us/dyn...

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1 Comments

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Category: Opportunity (225)

STATUS DETAILS
Completed
Ideas Administrator

This is being planned for 2020 release wave 2.

Thanks,

Bharath Varadarajan

Product Manager, Dynamics 365 Sales

Update: 21/02/2023

This is now implemented. Ref: Enhanced experience for Adding products to quotes, orders, or invoices (Dynamics 365 Sales) | Microsoft Learn

Thanks,
Revathi Sankar
PM, D365 sales

22

Feature to control "Close as won" and "Close as lost" for Opportunity entity

Currently, there is no feature to control "Close as won" or "Close as lost" for Opportunity entity.

However, sometimes we want only certain users to perform these close process.

If "Close as won" and "Close as lost" could be controlled by security roles etc, the range of Opportunit...

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2 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
22

Auto save changes in nested grid without collapsing the product bundle after each change

A customer of us is heavily using product bundles. They act as a template, to configure the services, that shall be delivered to their customers. The bundles contain multiple optional products and the users change the quantity and prieces of the optional products according their needs. To provi...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
Under Review
19

Enable Base Revenue Recalculation After Exchange Rate Change

Currently if the exchange rate in CRM is updated, the base currency on active records won't be updated to reflect this meaning that calculations performed on the base currency field will typically be incorrect. To resolve this we need a mechanism to force a base currency recalculation on all re...

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1 Comments

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes
18

Enable mapping field values from Opportunity to Opportunity Close

Beeing able to customize the Opportunity Close Dialog is a great feature. Also that Business Rules and Power Automate can do some tricks when it comes to data synchronization. But there seems to be one thing missing: Pre-filling fields on the quick create for the Opportunity Close with...

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1 Comments

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Category: Opportunity (225)

STATUS DETAILS
Planned
2023 Release Wave 2
Ideas Administrator

This idea is currently being picked up for implementation. We will add the release dates as we get closer to completion.

 

Thanks,

Revathi Sankar

Product Manager, D365 Sales