1

change product quantity directly in the order

With new version we do not have option to change product quantity directly in the order. With new version we must click additionally edit and save and it takes additional time.

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
1

When Createing a new Quote from opportunity in Sales Process products should be added

When users use standard function of creating a new Quote from the Sales Process, related products from the opportunity is not added to the quote. The user then needs to click on the button "Add products" to the quote. The user expects the same behavior as when you use the subgrid on opportunity...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
1

Sent Quote as Email adds the Company Record as the Recipient, This Should Surely be the Contact

When creating a quote, and using the Email Quote as PDF functionality, the Recipient field is being populated with the Company record. This doesn't make a great deal of sense, especially when the quote has a specific contact assigned to it. Can this be automated to not only reduce the effort nee...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
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.

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
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...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
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 "...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
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,...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
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

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
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...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
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)...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes