5

Subscription Product Pricing

Subscription Product Pricing is available under PSA module- please make this available under the Sales Module!

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0 Comments

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Category: Opportunity (256)

STATUS DETAILS
Needs Votes
5

Allow customization of new "Add products" quick create

In wave 1 2020 the new feature "Add products" has been added to the opportunity. Unfortunately it is not possible to customize the new quick create form, e.g. change the order of fields or add additional fields to the quick create.

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1 Comments

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Category: Opportunity (256)

STATUS DETAILS
Completed
Ideas Administrator

Customization of the product line details is now (2021 release wave 1) suppoted. 

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales

5

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...

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0 Comments

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Category: Opportunity (256)

STATUS DETAILS
Needs Votes
5

Mobile offline synchronization - add Quotes entity for mobile offline

Enable the Quotes entity for Mobile Offline synchronization, which will be a great improvement and update for many of the clients, who are using the mobile offline synchronization.

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1 Comments

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Category: Opportunity (256)

STATUS DETAILS
Completed
5

Invoicedetail Entity (participate in workflows and advanced find)

Allow this entity for workflow. Also for advance find. We have to use invoice and then link to invoicedetail entity.

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1 Comments

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Category: Opportunity (256)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
4

Clone Opportunity

Sometimes we have reoccurring opportunities and it becomes tedious to every couple of months create a new opportunity that is the same as the previous one. There should be an ability out of the box to close an opportunity same as you would a quote with the option of closing with or without pro...

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1 Comments

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Category: Opportunity (256)

STATUS DETAILS
Planned
2023 Release Wave 2
Ideas Administrator

This idea is currently being picked up for implementation. We will add the release dates as we get closer to completion.

 

Thanks,

Revathi Sankar

Product Manager, D365 Sales

4

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

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0 Comments

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Category: Opportunity (256)

STATUS DETAILS
New
4

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...

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0 Comments

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Category: Opportunity (256)

STATUS DETAILS
Needs Votes
4

Make possible to create new products using other than the base language

Currently user gets an error message if user tries to create a new product using other than the base language. (User can see "Add Product"-button in unified interface, but when user tries to save product record first time, pop-up error is shown). It is common that environment is created using En...

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0 Comments

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Category: Opportunity (256)

STATUS DETAILS
Needs Votes
4

Allow editing of 'Quote Close' fields.

Example: I edit Description on 'Quote' to allow more than 2,000 character limit to allow integration with sage - Redware. I then go and try to revise the 'Quote' which now has a character limit of more than 2,000. I am met by an error telling me to increase the length of 'Description' - Which ...

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0 Comments

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Category: Opportunity (256)

STATUS DETAILS
Under Review