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.
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.
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...
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 "...
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...
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,...
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
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...
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)...
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 ...