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

STATUS DETAILS
Needs Votes
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 (94)

STATUS DETAILS
Needs Votes
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 (94)

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

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 (94)

STATUS DETAILS
Completed
1

Address lookups & Consistency

We are just implementing D365 Sales Professional that i thought would be a good out of the box solution. When putting the quotes module together, I see that the Bill to and Ship to address system is unable to look up address details from accounts or contact address information. Instead the only p...

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

STATUS DETAILS
New
1

Add Condition in Word Template

Allow to introduce conditionals in the Word templates of Quotes, Oportinudades, .. For example IF quotenumer = 'QUO-32' "OK" "KO"

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

STATUS DETAILS
New
1

Convert to Opportunity with auto-populating account + contact

We have a demand that opportunities should automatically include account + contact, when converting from an activity. Usually our activities set against a contact, which in most cases has a connection to an account. By "convert to" opportunity we have to set either the contact or the account ma...

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

STATUS DETAILS
New
1

Line numbers after the decimal point on a sales order and sales quote

Currently there are 10 numbers after the decimal point on a line on a sales order or sales quote, for example, 1.000000000, and there is no way to modify unless there's a customization. Would be nice if an admin was able to reduce the numbers on the lines after the decimal point, possibly through...

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

STATUS DETAILS
New
1

Batch Opportunity Adds

It would be a huge time saver to be able to enter a like opportunity, that applies to all Child Accounts, into the Parent Account so that it would then apply the opportunity to each Child Account without the need to go to each Child Account and create an individual opportunity. This would be a ga...

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0 Comments

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

STATUS DETAILS
New