2

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"...

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
2

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



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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
2

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...

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
2

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...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
2

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

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
2

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...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
2

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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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
2

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...

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
2

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. Thi...

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
2

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

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes