14

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Needs Votes
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.

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
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...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
10

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.

Read more...

1 Comments

Read more... 1 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
9

Make Product creation available in none-base languages

Make Product creation available in none-base languages

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
8

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
7

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.

Read more...

3 Comments

Read more... 3 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
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.

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (66)

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

5

Enhanced PDF generation also on mobile

Hi all, With the Wave 2 release came the great update to the PDF generation. With the capability to rename your document and see a preview, it is really a great enhancement. However, when accessing/using the functionality on the mobile app, it is still the old functionality. Is this somethi...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
5

Subscription Product Pricing

Subscription Product Pricing is available under PSA module- please make this available under the Sales Module!

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Needs Votes