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...
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...
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 Additionally the font shall be superseded by the font defined in the word template to fit users CD/CI.
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...
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.
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...
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...
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...
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...
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