Provide more space for Description field on the Opportunity Close form
In Dynamics 365 Sales, the Opportunity Close form has a description field out of the box where a user can enter information about the closing action. The field has customization properties, but the system ignores the property changes to the field. Can we have the size of that 2000 character fi...
Need for a Selective Field Copying in the Opportunity Copy Button
Currently, when copying an opportunity using the Copy button, all fields are duplicated. While this feature is effective for copying opportunities, it may lead to data inaccuracies. For instance, auto-generated fields are also copied, which create erroneous data. Actually, there is already a p...
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
Customisable Kanban for multiple objects
Kanban view in Opportunity is so lacking compared to Salesforce. Not being able to choose which fields to view and being able to sort/rank by is pitiful, it's really frustrating to have to explain to the users
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...
Administrator
Enhanced add-product preview is now available on Quotes, Orders and Invoices as well.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales