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"...
Prospect Quote Sync to F&O using Dual Write
Currently if you quote a "prospect" this does not sync to F&O - which when using Master Planning to forecast stock and create planned orders using "future quote demand" provides a limited view of stock requirements. As a business we do not want 10,000 "customers" creating in F&O which will nev...
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
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...
Line numbers after the decimal point on a sales order and sales quote
Currently there are 10 numbers after the decimal point on a line on a sales order or sales quote, for example, 1.000000000, and there is no way to modify unless there's a customization. Would be nice if an admin was able to reduce the numbers on the lines after the decimal point, possibly through...
Respect SequenceNumber in templating details for Quote, Invoices, Orders, etc...
I think the appropriate field to do the ordering of the entity details should be the SequenceNumber field (which have more semanthic value) instead of the actual CreatedOn field, since we have control on one but not the other. This will be a very valuable setting, in which enables third party in...
Expanded Columns Within Editable Opportunity Grid
I have noticed a difference between a Read Only Opportunity Grid, and an Editable Opportunity Grid when filters or sorting is applied to columns within the Grid. When it comes to a Read Only Grid, if you manually Expand a Column then apply a filter/sort, the column will remain expanded after the ...
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
Ability to customize create opportunity for marketing list members form
When creating Opportunities from a marketing list, the form that pop up used to be the customizable quick create form for Opportunities. Now it is a Modal form which we cannot edit. This is hugely disruptive to our workflow and we would love to see the ability to be able to edit this form again. ...
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:(