1

Posting on invoice report 1306

We need to assure that invoice date printed to our customers match the date the invoice is posted in our system. Otherwise we have serious VAT problems. Not sure why is hasn't been included - it's in report 206.

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Category: Opportunity, Quotes, Orders, Invoices, Products (93)

STATUS DETAILS
New
1

Add configuration to Disable Tab for Write-in products

System customizer needs to have an option to disable or hide Tab for Write-in products in Enhanced experience for adding product lines.

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Category: Opportunity, Quotes, Orders, Invoices, Products (93)

STATUS DETAILS
New
1

Lead qualify request via custom code should honor OOB mapping on Currency field on Opportunity record

For LeadQualifyRequest, there is an attribute named "OpportunityCurrencyId" which should be explicitly set in the request. This is not the case for other mappings (Lead to Contact & Lead to Account). Logically ,there should be the default behavior for this – if we are not setting currency in Lea...

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Category: Opportunity, Quotes, Orders, Invoices, Products (93)

STATUS DETAILS
New
1

Show Calendar View Control Button at the beginning of the ribbon

I have the following use case: Sales users often use the calendar view control that can be added to views, as described here: https://community.dynamics.com/365/b/omarzaarour-transform365/posts/using-the-calendar-control-view-in-the-unified-interface The problem is, that the ribbon button is "...

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Category: Opportunity, Quotes, Orders, Invoices, Products (93)

STATUS DETAILS
New
1

Allow editing the columns for the enchanced multiple product adding experience

We really like the new experience for adding multiple products to opportunities. However when we try to customise the view's columns in order to show different information about the products, these customisations don't carry through. It would be great to add this as a couple of clients have asked...

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Category: Opportunity, Quotes, Orders, Invoices, Products (93)

STATUS DETAILS
New
1

Please add ability to convert PDF and Word documents created in Customer Engagement to Excel retaining format

Customer Engagement provides the ability to produce documents using word templates in PDF or Word form. Please provide a way for us to take those documents and convert them into excel worksheets. I have tried the suggestions online for converting the documents, but the format is not retained,...

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Category: Opportunity, Quotes, Orders, Invoices, Products (93)

STATUS DETAILS
New
1

Email Format

Can you develop a way that when I create an email in an opportunity the same format and signature comes up as it does in my outlook 365 email ?? Thanks

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Category: Opportunity, Quotes, Orders, Invoices, Products (93)

STATUS DETAILS
New
1

Lines shifting when entering during quote process

When creating the quote, when manually adding a line at the bottom, it populates randomly at the top portion. for example adding line 17 to a quote actually ends up adding the line at 1.5 We would like it to add the line in the next sequence, so in the example if we were on 17 we would want it t...

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Category: Opportunity, Quotes, Orders, Invoices, Products (93)

STATUS DETAILS
New
1

Customization in a supported way of BPF Stage buttons

We would like to have this feature the possibility to customize in a supported way all the BPF stage buttons like (finish, next stage, set active, orange left/right arrow buttons, stage arrow buttons, etc) Regards This is a recap of what we are missing the reason why we are not satisfied 1)...

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Category: Opportunity, Quotes, Orders, Invoices, Products (93)

STATUS DETAILS
New
1

Unable to filter file field datatype in the Advance find and views.

we are unable to use the condition in the advance find filter criteria for the File field datatypes and also facing the same issue in the edit filter criteria while creating the views. we were able to use new filter within the model driven App, but unable to use the filter for the file datatype ...

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Category: Opportunity, Quotes, Orders, Invoices, Products (93)

STATUS DETAILS
New