Enable multiple companies from Business Central using the BC virtual entity App from Microsoft
Enable the virtual entities for data integration from Business Central to support multiple BC companies in a single Dynamics instance. We have the requirement of integrating one CRM - with multiple business units, to a Business Central which represents these multiple business units as different ...
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...
Opportunity Pipeline View available in Subgrids
We use Opportunity Pipeline View in the opportunities table as default.
We wanted to extend it also when we show in accounts all opportunities related to that account. But by adding "Pipeline View" as a component in that subgrid, it does not show up and the screen must be ref...
Opportunity Duplication
I used Salesforce for 20+ years prior to using Dynamics 365. One huge limitation in Dynamics is our ability to manage our renewals in this system. Salesforce had the ability to close an opportunity and then duplicate/clone it. For example, with software subscriptions, they'll renew their so...
Merge of opportunities
Currently, the merge is available only on Lead, contacts and accounts.
can you make it available on the opportunity entity as it is an important feature that can be used by D365 users.
Allow adding products with zero amount - CRM Enhanced Experience to add products
Currently, the enhanced experience to add multiple products to opportunities, quotes and orders does NOT allow adding product items with zero amount and prompts an error message. We need to add some products where the pricelist displays $0.00 for sub components, supplementary products, write-in ...
Commission item group field in lines details of sales order
The field “Commission group” is a field present in article master data, but this field is not present in lines details in the sale order when you insert that article. We expect to have this field inherited from the sales orders Thank you
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...
D365 Sales >> Save custom reports to Sharepoint
Due to the limitation from Word Templates, the Export to PDF feature could not be used on custom reports (rdl). I asked to have the possibility of saving the output from the report directly on Sharepoint if the OOB Sharepoint Integration Solution has been configured. I asked to have the possibil...
Integrate PDF Generation of Custom Entities with Workflows
Thank you for extending PDF Generation to custom entities. This is a great feature! Our sales process is heavily dependent on generating PDF documents and sending to customers. I would very much like to be able to trigger the generation of PDF documents (and renaming them to a specific naming con...