Show next upcoming task deadline in list view
We need to see next upcoming task deadline and name in opportunity list. This would save time when working with hundreds of opportunities as no need to go to activities list or open opportunity to see details.
Even better if there is visual aids to allow even better tracking. ...
Check active business process flow and active stage in the views
We would like to check active business process flow and active stage, witch are on opportunity now. It wiil help to create list of opportunities with checked on them active business process flow and active stage.
We know how to look active business process flow and active stag...
Customisable Kanban for multiple objects
Kanban view in Opportunity is so lacking compared to Salesforce. Not being able to choose which fields to view and being able to sort/rank by is pitiful, it's really frustrating to have to explain to the users
Splitter
activate splitter in sales order like how it is in "where used", it will save a lot of time, in our sales department,
they spend a lot of time scrolling up and down, minimizing, to be able to see all lines
Enable to sort formula fields
Currently, sorting of fields that have built-in formulas is not possible.
Even if you want to sort the Formula Fields, you cannnot sort it, due to the system.
Therefore, I hope dynamics 365 will have a function that can sort the formula fields.
I want to stop deleting records in a schedule entity when linking with Outlook
If Dynamics 365 and Outlook are currently connected, the appointment record will be deleted from Dynamics365 when the appointment is deleted in Outlook.
Request that the appointment record not be deleted from Dynamics365 when the appointment is deleted in Outlook.
Sort -----> Calculated Fields
Calculated Fields are NOT currently sortable columns in any View.
They are the most important field to be able to SORT, please make them sortable as every other column in every other database/excel program is.
"Next Task" Visible in Opportunity List view
Hi,
If working with 50+ opportunities same time then it would be useful to be able to display next upcoming task deadline and user in opportunity list view. It would save allot time as helps to avoid opening every opportunity to get info.
We believe that CRM ...
Auto Populate Quote Name on Export to PDF
Login to CRM
Open the Sales Hub App
On the Sales Menu, Navigate to Quotes
Open the Quote Record and click Exp...
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...