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 (68)

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 (68)

STATUS DETAILS
New
1

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.

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
Needs Votes
1

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

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
New
1

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...

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
New
1

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...

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
Completed
Ideas 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

1

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...

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
Needs Votes
1

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.

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
Completed
Ideas Administrator

Opportunity Close dialog is now customizable with custom fields including lookup fields.

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales 

1

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...

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
Needs Votes
1

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

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Category: Opportunity, Quotes, Orders, Invoices, Products (68)

STATUS DETAILS
New