Enhanced filtering options to the Adding Opportunity Products by using wave 1 2020 Update Enhanced Experience
I would suggest to enhance the filtering capabilities beyond the usage of text search and Views - Add custom filters using the new Filtering experience on grids (similar to advanced find) - Add filters based on Products properties, similar to the Metadata Filters on Power Apps Portals Entit...
Allow editing of 'Quote Close' fields.
Example: I edit Description on 'Quote' to allow more than 2,000 character limit to allow integration with sage - Redware. I then go and try to revise the 'Quote' which now has a character limit of more than 2,000. I am met by an error telling me to increase the length of 'Description' - Which ...
Invoice Product relationship
Allow 1 to many relationship to Invoice Product entity.
Prospect Quote Sync to F&O using Dual Write
Currently if you quote a "prospect" this does not sync to F&O - which when using Master Planning to forecast stock and create planned orders using "future quote demand" provides a limited view of stock requirements. As a business we do not want 10,000 "customers" creating in F&O which will nev...
Allow adding products with zero amount - CRM Enhanced Experience to add products
Currently, the enhanced experience to add multiple products to opportunities, quotes and orders does NOT allow adding product items with zero amount and prompts an error message. We need to add some products where the pricelist displays $0.00 for sub components, supplementary products, write-in ...
Line numbers after the decimal point on a sales order and sales quote
Currently there are 10 numbers after the decimal point on a line on a sales order or sales quote, for example, 1.000000000, and there is no way to modify unless there's a customization. Would be nice if an admin was able to reduce the numbers on the lines after the decimal point, possibly through...
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 ...
Ability to customize create opportunity for marketing list members form
When creating Opportunities from a marketing list, the form that pop up used to be the customizable quick create form for Opportunities. Now it is a Modal form which we cannot edit. This is hugely disruptive to our workflow and we would love to see the ability to be able to edit this form again. ...