5

Allow customization of new "Add products" quick create

In wave 1 2020 the new feature "Add products" has been added to the opportunity. Unfortunately it is not possible to customize the new quick create form, e.g. change the order of fields or add additional fields to the quick create.

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

This is planned for 2020 Release Wave 2.

 

Thanks,

Bharath Varadarajan

Product Manager, Dynamics 365 Sales

5

Mobile offline synchronization - add Quotes entity for mobile offline

Enable the Quotes entity for Mobile Offline synchronization, which will be a great improvement and update for many of the clients, who are using the mobile offline synchronization.

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
Completed
4

Make possible to create new products using other than the base language

Currently user gets an error message if user tries to create a new product using other than the base language. (User can see "Add Product"-button in unified interface, but when user tries to save product record first time, pop-up error is shown). It is common that environment is created using En...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
New
3

Ability to customize create opportunity for marketing list members form

When creating Opportunities from a marketing list, the form that pop up used to be the customizable quick create form for Opportunities. Now it is a Modal form which we cannot edit. This is hugely disruptive to our workflow and we would love to see the ability to be able to edit this form again. ...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
New
3

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).

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
New
3

Opportunity Bulk Close ( Win / Lost )

Allow to Close Opportunities ( WIN / LOST ) in Bulk Edit .

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
New
3

Allow editing of 'Quote Close' fields.

Example: I edit Description on 'Quote' to allow more than 2,000 character limit to allow integration with sage - Redware. I then go and try to revise the 'Quote' which now has a character limit of more than 2,000. I am met by an error telling me to increase the length of 'Description' - Which ...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
Under Review
3

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...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
Completed
Ideas 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.

2

Auto charges

I suggest to develop a parametric module for Auto charges for sales order where i can setup Auto charges calculation for the field that i want of sales order and sales line

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
New
2

Quotes: Total Tax Calculation does not apply the discount percentage so Total Amount value is also bad calculated

The calculation for Total Tax does not take into consideration the Quote discount (%) discount applied to the quote. 1. The calculation for Total Amount does the calculation from Total Pre-Freight Amount and Total Tax. 1.1. The calculation for Total Pre-Freight Amount takes into consideration th...

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
New