1

Lines shifting when entering during quote process

When creating the quote, when manually adding a line at the bottom, it populates randomly at the top portion. for example adding line 17 to a quote actually ends up adding the line at 1.5 We would like it to add the line in the next sequence, so in the example if we were on 17 we would want it t...

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

STATUS DETAILS
New
1

Customization in a supported way of BPF Stage buttons

We would like to have this feature the possibility to customize in a supported way all the BPF stage buttons like (finish, next stage, set active, orange left/right arrow buttons, stage arrow buttons, etc) Regards This is a recap of what we are missing the reason why we are not satisfied 1)...

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

STATUS DETAILS
New
1

Unable to filter file field datatype in the Advance find and views.

we are unable to use the condition in the advance find filter criteria for the File field datatypes and also facing the same issue in the edit filter criteria while creating the views. we were able to use new filter within the model driven App, but unable to use the filter for the file datatype ...

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

STATUS DETAILS
New
1

Price Calculation Invoice.

Invoice with a huge amount of lines, present performance problems when lines are insert via API, after 3000 lines, increasing times from ms to seg. We need option to launch invoice price via API after load all lines.

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

STATUS DETAILS
New
1

Rename Quotes Files when downloading

When we download a quote from the record, pdf or word format, we should be able to rename it or at least choose a field to name it. They can't be all with the same name.

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

STATUS DETAILS
New
1

Opportunity close configuration not happening for status reason for opportunity close filed

Opportunity close configuration change for status reason for opportunity close filed default value should be greyed out since its not accepting un- assigned value as a parameter for default value, as per the design and flow from the opportunity to opportunity close when we are closing an opportunity

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

STATUS DETAILS
New
1

Forecast Comments need to be bigger

Hi team, Not sure why the sudden change recently but the Forecasting Comments box in the Opportunity entity has become not as user friendly. In the past, this section enabled in line edit through one click and was much bigger which meant I could see all my notes and type as much as I could witho...

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

STATUS DETAILS
New
1

Enabling “Activities” option needed under “Opportunity Line” entity level

On Entity "opportunity line" we require to activities option in enable state to configure the Activities for the entity

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

STATUS DETAILS
New
1

Allow creation of custom views on PriceListItem entity

Allow creation of multiple views of price list items so that they can be surfaced in parallel in Price list entity forms.

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

STATUS DETAILS
Needs Votes
1

Allow users to update records with localizable attributes when using a display language other than the base language

As per the following page records that have localizable attributes such as Products can not be updated when using a display language that is not the base language of the organization. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/localize-product-property-...

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

STATUS DETAILS
New