2

One click email quote to customer as PDF

I would expect it to be a standard process for a CRM to send quotes to clients via email through the CRM. I understand we can download a quote as a .docx word document. But then we need to convert to PDF, create a new email, attach the PDF, write some email content and press send. Which isn't re...

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2 Comments

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

STATUS DETAILS
Completed
2

Product Catalogues per Business Units

We need to be able to filter products into catalogues used in different business units. Fx the products in US is not the same in EU.
On other records this can be managed by ownership, but this is not possible on products.

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0 Comments

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

STATUS DETAILS
Under Review
2

Product Price List not working as expected

I think that Price Lists are not working as expected in CRM 4.0.

Here's a scenario. I have two price lists defined, Retail and Wholesale. I add some products and create price list items for them on the retail list. I add some other products and add them to the wholesale price list. ...

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1 Comments

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

STATUS DETAILS
Under Review
1

Dynamics Sales Quotes need fix (taxation and margin calculation)

It is unclear if Dynamics CRM is tool to help salesperson annoy and spam potential customers or is intended use to improve efficiency and quality of the salespersons.

 

CRM as sales tool is useless. You can’...

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

STATUS DETAILS
New
1

CRM should cover full sales process not "sales" only.

In many organizations, Sales process covers also purchasing and sourcing items. This can involve even more communication, data and resources than managing customer relationship. e.g., one customer RFI could involve 10 different vendors or suppliers - so its necessary to also record potential v...

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0 Comments

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

STATUS DETAILS
New
1

Editable Table Columns for Enhanced Product View

Hi, I have a requirement to calculate internal costs against each product's line item - I would like to add this field as a column on the enhanced product view (see below) - but there is currently no functionality to edit this area.


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

STATUS DETAILS
New
1

Increase Field Character Limit - Quote Line Item Description

When attempting to revise or close a quote, we are receiving an error message stating that "you have exceeded the maximum number of characters in this field." Upon further review and discussions with MSFT support, it turns out the "Description" field in the line items for quotes is set to 2,0...

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

STATUS DETAILS
New
1

Custom calculation of opportunity product and quote product

Hi all, we are having problems managing the opportunity product and the quota product. Many businesses have different calculation methods than those proposed by Dynamics 365 Sales, so the calculation should be customizable (with the possibility of adding custom columns and evaluating the final...

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

STATUS DETAILS
New
1

Quick campaign phone call distribution

When distributing a Quick Campaign Phone calls, distribute them one after another deppending on their duration instead of all at the same time.

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

STATUS DETAILS
New
1

Edit orderclose form

Allow the orderclose form to be edited, in the same way as the opportunityclose form.

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

STATUS DETAILS
New