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 (183)

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 (183)

STATUS DETAILS
Needs Votes
2

Sent Quote as Email adds the Company Record as the Recipient, This Should Surely be the Contact

When creating a quote, and using the Email Quote as PDF functionality, the Recipient field is being populated with the Company record. This doesn't make a great deal of sense, especially when the quote has a specific contact assigned to it. Can this be automated to not only reduce the effort nee...

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Needs Votes
2

Allow editing the columns for the enchanced multiple product adding experience

We really like the new experience for adding multiple products to opportunities. However when we try to customise the view's columns in order to show different information about the products, these customisations don't carry through. It would be great to add this as a couple of clients have asked...

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Needs Votes
2

Dynamics Email Signature

The current email signature creation is terrible. Can you simply make it the same as outlook email signatures...or use current email signatures in outlook ??? I can not properly insert my company logo:(

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Needs Votes
2

Price Offer - Email as PDF should auto-populate the TO: with the Contact and NOT the Account

If I have an opportunity, that is with an account with a primary contact (with an email address), and the opportunity has a contact specified (different from the primary contact on the account), and I create an email from the timeline, it adds the contact listed on the opportunity as the TO addr...

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Needs Votes
2

Auto charges

I suggest to develop a parametric module for Auto charges for sales order where i can setup Auto charges calculation for the field that i want of sales order and sales line

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Needs Votes
2

Rename Quotes Files when downloading

When we download a quote from the record, pdf or word format, we should be able to rename it or at least choose a field to name it. They can't be all with the same name.

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Needs Votes
2

parent of parent of a record

Now it is possible to create a hierarchy in the product catalog with as much levels in your pyramid as you want. The info is all stocked in the hierarchy path field however this is a read only atrribute so this information cannot be used afterwards. it would thus be nice to also have the possibi...

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Needs Votes
2

Workflows for opportunity close

Now that opportunity close is customisable, please add ability to trigger workflows from opportunity close and read values from opportunity close.

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. Opportunity Close records are available in Power Automate to create workflows already.

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales