27

Add Custom Lookups to Opportunity Product, Quote, Order and Invoice Line Item

It should be possible to create custom lookup to an Opportunity Product, Quote Line Item, Order Line Item or Invoice Line Item. This would reduce significantly the occasions when a custom entity is used instead of the standard line items in complex solutions.

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3 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Under Review
Ideas Administrator

Need more info

24

Custom script Add Product view

We submit a proposal for improvement within the new vision experience "Add Product" of the Offers. The request is to be able to manage scripts (Javascript) that would allow to manage particular custom actions on the various lines of the board. In particular, we need to manage a new field on each ...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
23

Extend enhanced add products experience to quote entity

With 2020 Release Wave 1 the new "Extended add product experience" has been added, which allows to add multiple existing or write in products at one to an opportunity and which comes with filtering capabilities based on views or product families. Details see: https://docs.microsoft.com/en-us/dyn...

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

This is being planned for 2020 release wave 2.

 

Thanks,

Bharath Varadarajan

Product Manager, Dynamics 365 Sales

22

Possibility to upload customs fonts for "export to pdf" function

When I upload a word template to Dynamics 365 and then use the function "export to pdf", the custom fonts will be converted to a standard font. It would be great to have the possibility to upload custom fonts in Dynamics 365.

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3 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
21

Auto save changes in nested grid without collapsing the product bundle after each change

A customer of us is heavily using product bundles. They act as a template, to configure the services, that shall be delivered to their customers. The bundles contain multiple optional products and the users change the quantity and prieces of the optional products according their needs. To provi...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Under Review
21

Edit Quote Close Form

Need to be able to edit the Quote Close form and customize the pop-up window that displays when creating an order and marking as won or closing a quote and marking as lost. OOB it does not seem like an admin has the capability to do this which is strange to me. This would really enhance the use...

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2 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Under Review
20

Feature to control "Close as won" and "Close as lost" for Opportunity entity

Currently, there is no feature to control "Close as won" or "Close as lost" for Opportunity entity.

However, sometimes we want only certain users to perform these close process.

If "Close as won" and "Close as lost" could be controlled by security roles etc, the range of Opportunit...

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
18

Enable Base Revenue Recalculation After Exchange Rate Change

Currently if the exchange rate in CRM is updated, the base currency on active records won't be updated to reflect this meaning that calculations performed on the base currency field will typically be incorrect. To resolve this we need a mechanism to force a base currency recalculation on all re...

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
16

Feature to delete the description value in product entity when creating the quote product

When creating the quote product, tries to delete the description value in product entity, the value automatically reappears. 

This is the default behavior. However, if users are able to delete the description value in product entity, it would be user-friendly.


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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
15

Multi-select to Create PDF files from sales records

As a user I need the ability to select multiple document templates from the Create PDF and Email as PDF menu and have one document output. It is inconvenient to download/email several files and combine outside of Dynamics 365.

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes