10

Opportunities associated with lead in Kanban view

We think opportunity kanban view is very usefull, but has a big problem. Doesn't work for oportunities begins in the lead. If the bussines process flow associated to the opportunity is Lead to Opportunity process flow, this record are not visible in the kanban view. 


Will be u...

Read more...

2 Comments

Read more... 2 Comments

Category: Opportunity (255)

STATUS DETAILS
New
10

Restricted products per Customer account

Missing in 'Restricted products' is the possibility to block sales to a specifc Customer account or Customer group.

In real life, you can have dffent Customers in the same Country and State, but only want to block sales for a specific Customer in the same area.


Path: Pro...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (255)

STATUS DETAILS
New
10

Apply Richtext format from CRM Richtext Control to Word template

during the generation process form a word template the content which is formatted in the crm richt text control is lost. It would be great if this format could be transferred to the Word file. Additionally the font shall be superseded by the font defined in the word template to fit users CD/CI.

Read more...

1 Comments

Read more... 1 Comments

Category: Opportunity (255)

STATUS DETAILS
New
10

Products associated with bundle product is not displayed on sub-grid by default settings on UCI

On Web Interface, products associated with bundle product can be displayed on sub-grid in Opportunity form by default settings. However, on UCI, it's not displayed by default, so sub-grid settings need to be changed to display it. The difference between Web Interface and UCI is inconvenient for u...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (255)

STATUS DETAILS
Needs Votes
9

Please add the possibility to modify custom fields in the editable subgrid of opportunity products

A customer needs the ability to modify the margin field without accessing the opportunity product edit.

It is an important step for him, since commercials need agility and speed.

Read more...

1 Comments

Read more... 1 Comments

Category: Opportunity (255)

STATUS DETAILS
New
9

Edit related table records directly from another table’s main form, only specific information from core entities

Hello, This suggestion refers over to https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/form-component-control?WT.mc_id=BA-MVP-5000177 I want to display and edit related Account information on my Opportunity. However when using core entities such as Account, the account form i...

Read more...

2 Comments

Read more... 2 Comments

Category: Opportunity (255)

STATUS DETAILS
Needs Votes
8

Add custom Business flow to the Kanban Control

Referring documentation: https://learn.microsoft.com/en-us/dynamics365/sales/add-kanban-control


The Kanban view can only be associated with the Sales Process business process flow.


We would like to have other Business process flows (custom) can be associate wi...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (255)

STATUS DETAILS
New
8

Add the "Select" Option into the BPF in the "New Look UI" for option set (choice) fields

In the current Dynamics CE UI Version (not the "New Look UI Version"), it is possible to select a value in an option set field and again "deselect" it be changing the value to "Select" what will empty the field value to NULL. However, in the "New Look UI" this is not possible anymore. Once a v...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (255)

STATUS DETAILS
New
8

Enable Opportunity Close entity for closing opportunities in Kanban view

Currently, when closing an opportunity in the Kanban status view, the opportunity closing dialog is displayed regardless if Opportunity Close entity is enabled or not, thus bypassing any customizations that might be added to the Opportunity Close quick cre...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (255)

STATUS DETAILS
Needs Votes
8

Allow values in Option sets / Choices to be marked as inactive

Allow values in Option sets / Choices to be marked as inactive, so that existing data can show them as values, but that they are then not offered as a value when updating data

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (255)

STATUS DETAILS
New