Missing Sortfunction in copy of standard-view for product/salesordner inline editing view
We have to use a copy of the standard-view for “salesorder/product inline-editing” because we need an additional column and the standard-view is not customizable. But in this copy the sort-function, used to change the row of a product i you have more than one, is not available. Please add this fe...
Enable "Add Products Function" at Quotes and Sales Orders (similar to Opportunities)
With the new release, a good function was provided. It allows to create several opportunity lines in one step, it's called add products. It would be very good to have this option at quotes and sales orders as well. Some of our customers don't use opportunities, but start with sales orders.
Quote, order, and invoice product detail availability on views and advanced find
A customer wants to use advanced find or views for products on orders but that functionality is not available. I feel that you should be able to view product details when using advanced find or creating custom views.
Even if limited to existing products, to avoid not having a key to the...
different fields in Form opportunities Close win and lose
I would like to have two different forms for won and lost opportunities so that I can display a wide variety of fields and no one is confused
Business rule should not work in an active quote.
Currently business rule are working although the quote is active. So sometimes users get an error because due to the data protection law they can not edit active quotes.
So I suggest that the business rules do not work when the offer is active.
Make it possible to change the currency of Sales Orders
After integrating D365 Sales and D365 Finance and Operations with Dual write, you can no longer change the currency of Sales Orders in FnO, due to the field being locked in D365 Sales. Dual Write integration thus removes existing functionalities from FnO and limits business processes. It should ...
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...
Enable multiple companies from Business Central using the BC virtual entity App from Microsoft
Enable the virtual entities for data integration from Business Central to support multiple BC companies in a single Dynamics instance. We have the requirement of integrating one CRM - with multiple business units, to a Business Central which represents these multiple business units as different ...
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...
Opportunity Pipeline View available in Subgrids
We use Opportunity Pipeline View in the opportunities table as default.
We wanted to extend it also when we show in accounts all opportunities related to that account. But by adding "Pipeline View" as a component in that subgrid, it does not show up and the screen must be ref...
Administrator
Enhanced add-product preview is now available on Quotes, Orders and Invoices as well.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales