2

Configurators for Quote similar as in Oracle Big Machine

Hi, Our customers are using Oracle Big Machine and Dynamics CRM. The only reason of using Oracle is they have Configurators functionality. We do not have those inside CRM where we have pre configured or where we can cross and up sell based on different configurator attributes. I would like to s...

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1 Comments

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

STATUS DETAILS
Needs Votes
2

Enhanced filtering options to the Adding Opportunity Products by using wave 1 2020 Update Enhanced Experience

I would suggest to enhance the filtering capabilities beyond the usage of text search and Views - Add custom filters using the new Filtering experience on grids (similar to advanced find) - Add filters based on Products properties, similar to the Metadata Filters on Power Apps Portals Entit...

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0 Comments

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

STATUS DETAILS
New
2

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.

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0 Comments

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

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. Opportunity Close records are available in Power Automate to create workflows already.

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales

2

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...

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2 Comments

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

STATUS DETAILS
Completed
1

Add configuration to Disable Tab for Write-in products

System customizer needs to have an option to disable or hide Tab for Write-in products in Enhanced experience for adding product lines.

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0 Comments

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

STATUS DETAILS
New
1

Lead qualify request via custom code should honor OOB mapping on Currency field on Opportunity record

For LeadQualifyRequest, there is an attribute named "OpportunityCurrencyId" which should be explicitly set in the request. This is not the case for other mappings (Lead to Contact & Lead to Account). Logically ,there should be the default behavior for this – if we are not setting currency in Lea...

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0 Comments

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

STATUS DETAILS
New
1

Show Calendar View Control Button at the beginning of the ribbon

I have the following use case: Sales users often use the calendar view control that can be added to views, as described here: https://community.dynamics.com/365/b/omarzaarour-transform365/posts/using-the-calendar-control-view-in-the-unified-interface The problem is, that the ribbon button is "...

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0 Comments

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

STATUS DETAILS
New
1

Allow editing the columns for the enchanced multiple product adding experience

We really like the new experience for adding multiple products to opportunities. However when we try to customise the view's columns in order to show different information about the products, these customisations don't carry through. It would be great to add this as a couple of clients have asked...

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0 Comments

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

STATUS DETAILS
New
1

Please add ability to convert PDF and Word documents created in Customer Engagement to Excel retaining format

Customer Engagement provides the ability to produce documents using word templates in PDF or Word form. Please provide a way for us to take those documents and convert them into excel worksheets. I have tried the suggestions online for converting the documents, but the format is not retained,...

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0 Comments

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

STATUS DETAILS
New
1

Email Format

Can you develop a way that when I create an email in an opportunity the same format and signature comes up as it does in my outlook 365 email ?? Thanks

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0 Comments

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

STATUS DETAILS
New