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 (94)

STATUS DETAILS
Needs Votes
3

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

STATUS DETAILS
Needs Votes
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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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

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

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

Warning infolog - Address has changed

After address is updated for a customer who already has a sales order, when user goes back to the Sales order system throw info log that address has been changed. The warning is useful if it displayed once, or every time you view that sales order. However, the warning seems to encounter an endles...

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

STATUS DETAILS
New
2

D365 Sales >> Save custom reports to Sharepoint

Due to the limitation from Word Templates, the Export to PDF feature could not be used on custom reports (rdl). I asked to have the possibility of saving the output from the report directly on Sharepoint if the OOB Sharepoint Integration Solution has been configured. I asked to have the possibil...

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

STATUS DETAILS
Needs Votes
2

Integrate PDF Generation of Custom Entities with Workflows

Thank you for extending PDF Generation to custom entities. This is a great feature! Our sales process is heavily dependent on generating PDF documents and sending to customers. I would very much like to be able to trigger the generation of PDF documents (and renaming them to a specific naming con...

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

STATUS DETAILS
Needs Votes
2

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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1 Comments

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

STATUS DETAILS
Needs Votes
2

Dynamics Email Signature

The current email signature creation is terrible. Can you simply make it the same as outlook email signatures...or use current email signatures in outlook ??? I can not properly insert my company logo:(

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

STATUS DETAILS
Needs Votes
2

Price Offer - Email as PDF should auto-populate the TO: with the Contact and NOT the Account

If I have an opportunity, that is with an account with a primary contact (with an email address), and the opportunity has a contact specified (different from the primary contact on the account), and I create an email from the timeline, it adds the contact listed on the opportunity as the TO addr...

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

STATUS DETAILS
Needs Votes