Products Sub Grid limitations
- The following issues are present in the latest Microsoft Dynamics CRM Online 2015 Update 1 build.
1. Cannot add bulk or multiple Products from the Grid in Opportunity/Quote/Orders records :-
- When we create a Opportunity Record, the Product Sub Grid in
Quote-Order-Invoice is too complex
The management of Producs, Quotes, Orders and Invoices in MSCRM is far too complex out of the box. I think Microsoft tries to solve too many rigid scenarios. Complex logistics belongs in the ERP system, not in CRM. For a customer who already has an ERP system, complex price calculations should...
Feature to show multiple Entitlement records based on Accounts when creating Quote record in Entitlement subgrid
Currently, we cannot filter Entitlement based on Accounts when creating Quote record in Entitlement subgrid.
All the entitlement records are displayed.
If we can filter Entitlement based on Accounts when creating Quote record in Entitlement subgrid, it would be user-friendly.
Move Up and Down Arrows on custom Product Line Views
The move up and down buttons don't appear on any different product line views except for the Product Inline Edit View. It would be really helpful to be able to create custom views for product lines and still be able to use the move up and down buttons.
Product lines sorting by Secuence Number in ASCENDING in PDF and Word templates
Due to a recent change in the sorting of Product lines in word and pdf templates, when reviewing a quotation, the sorting of the product lines is being deconfigured. By default, in word and pdf template, product lines are printed by Created On ascending. The issue is, that when we make a revision...
Ability to set a default price list for each team or user.
Currently, We can set a default price list for each territory by using the [default price list for a territory]. It would be more convenient to be able to set a default price list for each team or user.
Display pipeline phases on Opportunity comparing the specific past time
On Dynamics 365 Sales, we want the function which can display pipeline phases on Opportunity comparing the specific past time.
For instance, displaying the report showing report or charts regarding both current month and last month can instantly tell us the Opportunity flow.
It wou...
,competitors field not functional in Opportunity close Dialogue; Please fix
When choose in the Opportunity Close Dialog a competitor, these competitor doesn't appear in the Competitor in the Opportunity Tab under lost. The issue appears whether the Competitor is changed or just assigned to the Opportunity to the dialogue. Repro Steps: 1.. Go to sales hub 2. Create n...
Product import cannot be completed successfully when duplicate unit records exist on unit groups
Some users would like to create unit groups by product types. Units created on unit groups sometimes duplicate between records. In this case, product records import cannot be completed successfully due to duplicate records. It would be much better if product data successfully are successfully imp...
Add Filter in Opportunity Products Add product View
Currently we are not able to add the filter in Opportunity Products Add Product View. We have a client requirement that we need to filter the products based on a field in Product so that users will not be able to add Competitor's products to the Opportunity.
We are able to wr...