All Products and Families Bundles (add Unit Group, Default Unit, and Decimals Supported to out of the box software)
All Products and Families Bundles (add Unit Group, Default Unit, and Decimals Supported to out of the box software)
The user cannot add any uploads via the online excel without these additional criteria. The only method without customizing views or software is item by item. Th...
PDF/Word IF-Statement support and change field properties of default fields
Hello,
I recently had two problems regarding CRM Dynamics, which also could not be solved by the support. The reason given was "Decision By-Design" and I was told to submit implementation ideas as it is unclear whether this will be considered by the Dynamics t...
Optional Articles for Quotes
It would be very helpful to have a function for adding optional items (Articles) to the Quote, where the unit prices can be seen as information but they will not be included in the Total price.
Bulk Invoicing
We have about 750 customer to invoice, It would be great if this could be done in a similar/same format as the Customer Payment Journal, but just adding in the service item. Currently the CSV file conversion and upload is being done by one of our Financial managers and there is often something t...
After the quote status is won, we should not be able to revise a quote from a previous rev
If I have a quote with 5 revs and rev 5 is won, I should not be able to pull rev 4 or any previous revs and revise the quote and create a rev 6. It should act similar to how you can't have a draft or active quote if one already exists.
Allow more than four buttons to be shown for grid options
Allow more than four buttons to be shown for grid options. By doing so the user would have less clicks and not miss other options they can take because the button are hidden even though there is plenty of more space on the grid header where those buttons can be shown.
Control the nested grid through the same main grid button actions
Control the nested grid through the same main grid button actions Specific actions like delete line and duplicate child line item don’t work because we can’t use the parent gird buttons for the nested items
Open multiple nested grids at one time
Open multiple nested grids at one time This allow the users to see the entire solution in one shot instead of having to click through each parent item and open up the child lines.
Add Product
it would be useful to be able to add the same product multiple times within the new product insertion experience.
Add Open Deals an Open Revenue to Contact Entity
Recently new out of box fields were added on the Account table for Open Deals Open Deals (Last Updated On) Open Deals (State) Open Revenue Open Revenue (Base) Open Revenue (Last Updated On) Open Revenue (State) To be consistent, these fields should be added to the Contact level as well. The r...