1

Feasibility of allowing API to Update Closed Opportunity Status Directly - same as data patch

Current Process: Based on the documentation, it’s not allowed to update the closed opportunity by oData API: [organization URI]/api/data/v9.0/WinOpportunity or LoseOpportunity. Proposed Process: But after verification, it allows by data patch. .So Dynamics should support api to update Closed Op...

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Category: Opportunity (208)

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Needs Votes
1

Bulk edit work order service/product is slow in work order

Currently we test the bulk edit work order service/production need more than 200 ms per line. We expect a better performance of this function. Not sure if we can upgrade our license to get better performance. Thanks.

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Category: Opportunity (208)

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Needs Votes
1

Address lookups & Consistency

We are just implementing D365 Sales Professional that i thought would be a good out of the box solution. When putting the quotes module together, I see that the Bill to and Ship to address system is unable to look up address details from accounts or contact address information. Instead the only p...

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Category: Opportunity (208)

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Needs Votes
1

Batch Opportunity Adds

It would be a huge time saver to be able to enter a like opportunity, that applies to all Child Accounts, into the Parent Account so that it would then apply the opportunity to each Child Account without the need to go to each Child Account and create an individual opportunity. This would be a ga...

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Category: Opportunity (208)

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Needs Votes
1

BFC Stage Duration Registry (work out the time spent in each stage of a business process)

I suggest to record all stages changes from a Business Process Flow on a "new entity" to store the actual start, actual end, duration, stage and Regarding to the main registry on the BPF Table. It something that many Customers had asked me to customize and I'm sure It should be great to improve ...

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Category: Opportunity (208)

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Needs Votes
1

Enable Volume Discount override in Override Price Pricing Model

When a "Volume Discount" is set for a particular product/pricelist, the system calculated volume discount is applied even when with the Pricing Model is set to Override Price. It is very difficult for the user to get to a desired Extended Amount without extensive trials/errors of changing the uni...

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Category: Opportunity (208)

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Needs Votes
1

Add "tranche" discounting

Today the CRM pricing engine supports 2 forms of volume discounting, both based on the cumulative quantity: 1) A fixed amount based on the cumulative quantity: 1-5=$0 discount, 6-10-$5.00 discount, 11-20=$10.00 discount 2) A percentage based on the cumulative quantity: 1-5=0% discount , 6-10=15% ...

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Category: Opportunity (208)

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Needs Votes
1

change product quantity directly in the order

With new version we do not have option to change product quantity directly in the order. With new version we must click additionally edit and save and it takes additional time.

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Category: Opportunity (208)

STATUS DETAILS
Needs Votes
1

When Createing a new Quote from opportunity in Sales Process products should be added

When users use standard function of creating a new Quote from the Sales Process, related products from the opportunity is not added to the quote. The user then needs to click on the button "Add products" to the quote. The user expects the same behavior as when you use the subgrid on opportunity...

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Category: Opportunity (208)

STATUS DETAILS
Needs Votes
1

Posting on invoice report 1306

We need to assure that invoice date printed to our customers match the date the invoice is posted in our system. Otherwise we have serious VAT problems. Not sure why is hasn't been included - it's in report 206.

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Category: Opportunity (208)

STATUS DETAILS
Needs Votes