Allow for customisation of Opportunity Close form in custom model driven apps
I recently raised a ticket with Dynamics support as our customisations to the Opportunity Close form were not being applied in our app.
After some back-and-forth we realised that this was because I was using a custom app, not the OOB Sales Hub app. This was stated in the docum...
Notes features disabled by Microsoft
We are facing issue with Timeline notes it's not reflecting under view for all users after doing investigation I reached out to Microsoft. Where the support guy said its discarded by Microsoft. Kindly enable this feature for your consumers.
As well as please Update us time to time if yo...
Modal Dialog box for custom Opportunity Close forms
Like that we're able to customize the opportunity close form but would prefer for the custom form to be shown as a Modal Dialog box the same way the default one is, as opposed to on the side like most quick create forms.
For stakeholders subgrid we have removed values but still showing in subgrid view
For stakeholders sub grid we have removed OOB Lookup values from record2roleid field ( As the role ) from connection Entity but still showing in sub grid view On Opportunity form But it will looking not good.
Reopening of Opportunity should not depend on Previous Stage
When the previous stage is blank for a closed Opportunity, then it cannot be reopened by the Owner as well. In order to reopen a Opportunity, previous stage is mandate which is not ideal. This creates unnecessary hassle on the user who might want to reopen a Opportunity to modify the data. The...
Deal tracker bubbles highlighting
When I'm using the deal tracker in the recent opportunities view, I want the bubble highlighted when I select an opportunity from the list and vice versa.
Opportunity Pipeline: Match Bubble Color to Pipeline Phases
Opportunity Pipeline: Match Bubble Color to Pipeline Phases
Business Benefit: The business knows the colors of the different phases from the Microsoft-provided ‘Sales Funnel’. There they can easily spot to which phase a part of the funnel refers to.
Matching the ‘bubbles’ in the ...
n dynamic sales, we have three fields: Wattage (Whole Number), Date, and Currency (Currency). These fields are utilized by both regions, India and the USA.
n dynamic sales, we have three fields: Wattage (Whole Number), Date, and Currency (Currency). These fields are utilized by both regions, India and the USA.
Currently, in the application, the default currency displayed is Rupee, which is fine for Indian users. However, when US cus...
block edition when its won
When i won an oportunity i can still edit products page and add atachments i shouldn be available to do that
Opportunity stage substage/step as checkbox
Working with opportunity should be easy ans efficient.
It would help if:
1) If there is option to "Pin" subtasks and keep them visible all times
2) if subtasks are as checkboxes not drop down menus
3) consider making subtask window larger as in some cases it looks ridi...