Clone price list and its items
The prices of products are periodically updated according to commercial rules. Usually only 10% of the products on the list have updated prices. When this happens, we deactivate the old price list and create a new one with the same products, as we want to keep the price history. It turns out that...
Respect SequenceNumber in templating details for Quote, Invoices, Orders, etc...
I think the appropriate field to do the ordering of the entity details should be the SequenceNumber field (which have more semanthic value) instead of the actual CreatedOn field, since we have control on one but not the other. This will be a very valuable setting, in which enables third party in...
Expanded Columns Within Editable Opportunity Grid
I have noticed a difference between a Read Only Opportunity Grid, and an Editable Opportunity Grid when filters or sorting is applied to columns within the Grid. When it comes to a Read Only Grid, if you manually Expand a Column then apply a filter/sort, the column will remain expanded after the ...
BFC Stage Duration Registry (work out the time spent in each stage of a business process)
I suggest to record all stages changes from a Business Process Flow on a "new entity" to store the actual start, actual end, duration, stage and Regarding to the main registry on the BPF Table. It something that many Customers had asked me to customize and I'm sure It should be great to improve ...
Open CRM link from within Microsoft Word
Hi, Could you please deploy the fix for bug 1872273 so that our users can create links within Microsoft Word to open the CRM opportunity record directly? Thanks!
Show new Orders in the All Orders tables without refreshing
In the "All Sales Orders" Table (and similarly for return orders, transfer orders, purchase orders, etc, etc)
https://mycompany.dynamics.com/?cmp=myco&mi=SalesTableListPage
When a new order is created by another user, it does not appear in the list until I press the 'refresh' button.
Enable Volume Discount override in Override Price Pricing Model
When a "Volume Discount" is set for a particular product/pricelist, the system calculated volume discount is applied even when with the Pricing Model is set to Override Price. It is very difficult for the user to get to a desired Extended Amount without extensive trials/errors of changing the uni...
Add "tranche" discounting
Today the CRM pricing engine supports 2 forms of volume discounting, both based on the cumulative quantity: 1) A fixed amount based on the cumulative quantity: 1-5=$0 discount, 6-10-$5.00 discount, 11-20=$10.00 discount 2) A percentage based on the cumulative quantity: 1-5=0% discount , 6-10=15% ...
change product quantity directly in the order
With new version we do not have option to change product quantity directly in the order. With new version we must click additionally edit and save and it takes additional time.
Ability to add several contacts at a time in an opportunity
When we try to link an opportunity with a contact through a lookup, we only have the ability to add one at a time which is a pain. We would like to be able to select 1 to X contacts as we need and not click several times on "Add contacts". Image