Activate Activities on Product Entity
Please enable the ability to enable Activities for Entity Product. This will allow timeline for Product. Would be especially useful for PSA when creating new Products in Project.
Translation of Dropdown Fields in Word Templates
When you create a Word Template from any entity in CRM the Dropdown fields from that entity are not thanslated to the Word Template Language. This is specially enoying if you want to send a quick quote to a customer (eg. in chinese). All manual fields are translated but not the Dropdowns (eg. ...
Better messages for duplicate quote revise
Actually, when a active quote is simultaneously revised by 2 users, one of the users get a default duplicate detection message. The users should better get a message like: "Another user just revised this quote - your operation is cancelled."
Order Product Pricing Updates Unexpectedly
This scenario occurs when an Order is created, Order Products are added to the Order and the pricing of the Order Product is changed.
If the Order record is opened after the pricing of the order product has been updated, the system updates the prices of the line items. In this case...
Sales Order Close doe's not support time specification (date only field is allowed)
For our customer we strongly need to have choice when sales order has been closed or canceled. This information must contains time specification. There is no chance to customize this field (i tried unsupported customizations too). Date only field is for our customer unacceptable.
Drive discounts of multiple line items in a quote using the Quantity of a single line item in a Quote
I'd like to drive the volume discounts of one product/line item in a quote based on the quantity of a different product/line item in the quote. Using Discount Lists, I can only drive discounts to a single line item based on the quantity of that same line item within a quote For example, if I ...
Allow Create New record for Referential Relationships
Once an Order is complete (fulfilled) it should still allow a user to create a new record for an entity that has a referential relationship. We have a custom entity that is related to Orders, not a child, but once the Order is updated to Fulfilled, the button to create a new record for the relat...
Allow javascript to set ispriceoverridden
On quote detail the system automatically sets Price Overridden (ispriceoverridden) to true when the user has override privilege. This design decision makes sense. However, I find that I cannot execute the formContext attribute setValue(false) function. So, while the user can waste time setting...
Thanks for the feedback. The Pricing (Override Price vs Use default) field on product lines is relevant only when a price list is used and an existing product is added. When there is no price list or when adding a write-in product, there is no default price to pick; so the price is always considered overridden. When a price list is used and an existing product is added, the application will honor the default value defined as metadata of the Pricing field by the customizer.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales
MVP Bug: Business Rules not working with quick create forms MS Support Case# 119121624003261
Business Rules are not working properly with quick create forms. With standard processes (e.g. sales orders) relying on Quick Create forms, this is a concern. For example, in UCI, the standard process for creating an order is as follows: On a new order form, a user clicks "Add Product". A quick...
Order Product inline edit view should can be customized
In classic client of Order entity form, the product subgrid uses the "Order Product inline edit view", but this view does not support any customizations like removing/adding columns. And if users use other views in this product subgrid, when we click on "+" button and select "write-in product", i...
Administrator
Thanks for the feedback. We do not see this error surfaced in non-exceptional use cases. This is not in our near term roadmap.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales