Entity Address available from Quotes and Sales Orders
On Dynamics 365 we have the entity customeraddress. But it's only available from Account. I suggest to be use during the whole cicle of sales: opportunity, quotes and salesorder. We only need to add the addresses related with customer but these addresses have to be selectable from quotes and s...
Allow Freight Amount to be also entered as a % (same as discount)
When submitting a quote you have the option to provide a Freight Amount which is a value. I would like to propose to have a percentage field available in addition to the Freight Amount value field that is currently available. This would be simular functionality as you have for Discount at the mo...
Allow customizations in the "Close opportunity" form by adding a lookup.
Ability to customize the Close Opportunity dialog box, specifically, that allows you to enter a search field for related entity records when the opportunity has been won or lost.
Opportunity Close dialog is now customizable with custom fields including lookup fields.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales
Parameter based credit limit control
Hi, In CRM we do have credit limit for accounts/contacts. What I also would like to have is a parameter for allowing/disallowing further order creation in case credit limit exceeds. The quote/order value to be checked against remaining credit limit and disallow if the order exceeds the remaini...
Add Products to a Quote by using enhanced experience
In The new Unified View, there is a new feature coming in 2020 release wave 1 that allows multiple adding of products into an Opportunity. It would be great to enable this feature in the Quote as well
Activate Activities on Product Entity
Please enable the ability to enable Activities for Entity Product. This will allow timeline for Product. Would be especially useful for PSA when creating new Products in Project.
Translation of Dropdown Fields in Word Templates
When you create a Word Template from any entity in CRM the Dropdown fields from that entity are not thanslated to the Word Template Language. This is specially enoying if you want to send a quick quote to a customer (eg. in chinese). All manual fields are translated but not the Dropdowns (eg. ...
Better messages for duplicate quote revise
Actually, when a active quote is simultaneously revised by 2 users, one of the users get a default duplicate detection message. The users should better get a message like: "Another user just revised this quote - your operation is cancelled."
Thanks for the feedback. We do not see this error surfaced in non-exceptional use cases. This is not in our near term roadmap.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales
Inline Adding of an Opportunity Product
We are migrating to new UI and we found out the adding new product inline capability is not there anymore. It was in classic version and that's the key for the Sales Users to enter the Product inline. It would really help them a lot. Please do incorporate this functionality in new UI ASAP. Thank...
Drive discounts of multiple line items in a quote using the Quantity of a single line item in a Quote
I'd like to drive the volume discounts of one product/line item in a quote based on the quantity of a different product/line item in the quote. Using Discount Lists, I can only drive discounts to a single line item based on the quantity of that same line item within a quote For example, if I ...
Administrator
This should already be possible today by using the 'Lookup Address' on quotes or orders. This allows customer addresses to be copied to the Bill to and Ship to fields.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales