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.
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-...
Native ability to add product images to quotes
There should be a native OOB capability to add standard product images to the product catalog for use with quoting with word templates.
Tax Column in the Opportunity Products Inline Edit View
It's better to have 'Tax' column in the 'Opportunity Products Inline Edit view' which is available on the 'Opportunity 'form and the 'Quote line inline edit' view on the 'Quote' forms
parent of parent of a record
Now it is possible to create a hierarchy in the product catalog with as much levels in your pyramid as you want. The info is all stocked in the hierarchy path field however this is a read only atrribute so this information cannot be used afterwards. it would thus be nice to also have the possibi...
Entity Address available from Quotes and Sales Orders
On Dynamics 365 we have the entity customeraddress. But it's only available from Account. I suggest to be use during the whole cicle of sales: opportunity, quotes and salesorder. We only need to add the addresses related with customer but these addresses have to be selectable from quotes and s...
Allow Freight Amount to be also entered as a % (same as discount)
When submitting a quote you have the option to provide a Freight Amount which is a value. I would like to propose to have a percentage field available in addition to the Freight Amount value field that is currently available. This would be simular functionality as you have for Discount at the mo...
Allow customizations in the "Close opportunity" form by adding a lookup.
Ability to customize the Close Opportunity dialog box, specifically, that allows you to enter a search field for related entity records when the opportunity has been won or lost.
Opportunity Close dialog is now customizable with custom fields including lookup fields.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales
Parameter based credit limit control
Hi, In CRM we do have credit limit for accounts/contacts. What I also would like to have is a parameter for allowing/disallowing further order creation in case credit limit exceeds. The quote/order value to be checked against remaining credit limit and disallow if the order exceeds the remaini...
Add Products to a Quote by using enhanced experience
In The new Unified View, there is a new feature coming in 2020 release wave 1 that allows multiple adding of products into an Opportunity. It would be great to enable this feature in the Quote as well
Administrator
This should already be possible today by using the 'Lookup Address' on quotes or orders. This allows customer addresses to be copied to the Bill to and Ship to fields.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales