Please stop the activity dates changing when owner is updated
When the opportunity is assigned to another owner.
The timeline of all of the activities for tasks, e-mails, Phone calls, notes. Get updated with the time and date that the new owner is changed. As the relationship behaviour out of the box is Parental. then they are set to "Cascade all"...
Format Yes/No as Toggle ior Check box in Business Process Flow
Currently, a Yes/No type field shows as a Check Box in a Business Process Flow.
It would be nice to show as a Toggle - like on a form
Pete
Consolidating multiple invoices into one PDF
Current process is customers Invoices are grouped (in each batch run) and are emailed to the customers with the correct translated design and correct email content. We want to make sure that all the invoices in that run are consolidated into one PDF so the customer receives one email, with one PD...
Ability to have custom 'Fiscal Period Template'
Current settings in D365 CE for Fiscal Year Settings only allow preset out of the box templates for fiscal year and this it does not help businesses who has different fiscal time period(like 5 weeks). This is causing incorrect data results while doing advance find, reports or SDK calls where fisc...
Coupons functionality on Sales Order Quotes created in Call center required
Coupon functionality not available / working on call center sales order Quotes process , this should be available / working same as call center sales order. This is required by many customers in AX 2012 R3 and Dynamics 365 Finance and Operations Thanks, Pawan
Add +New Product option in the Enhanced experience for adding products
With the new enhanced experience to add multiples lines to an Opportunity, Quote, etc. there should be a +New Product option to create a new product in the catalog right from the search screen or the grid if the desired product is not found (and needs to be added to the catalog because it is some...
Convert to Opportunity with auto-populating account + contact
We have a demand that opportunities should automatically include account + contact, when converting from an activity. Usually our activities set against a contact, which in most cases has a connection to an account. By "convert to" opportunity we have to set either the contact or the account ma...
Warning infolog - Address has changed
After address is updated for a customer who already has a sales order, when user goes back to the Sales order system throw info log that address has been changed. The warning is useful if it displayed once, or every time you view that sales order. However, the warning seems to encounter an endles...
Show new Orders in the All Orders tables without refreshing
In the "All Sales Orders" Table (and similarly for return orders, transfer orders, purchase orders, etc, etc)
https://mycompany.dynamics.com/?cmp=myco&mi=SalesTableListPage
When a new order is created by another user, it does not appear in the list until I press the 'refresh' button.
Ability to add several contacts at a time in an opportunity
When we try to link an opportunity with a contact through a lookup, we only have the ability to add one at a time which is a pain. We would like to be able to select 1 to X contacts as we need and not click several times on "Add contacts". Image