19

Enable mapping field values from Opportunity to Opportunity Close

Beeing able to customize the Opportunity Close Dialog is a great feature. Also that Business Rules and Power Automate can do some tricks when it comes to data synchronization. But there seems to be one thing missing: Pre-filling fields on the quick create for the Opportunity Close with...

Read more...

1 Comments

Read more... 1 Comments

Category: Opportunity (256)

STATUS DETAILS
Planned
2023 Release Wave 2
Ideas Administrator

This idea is currently being picked up for implementation. We will add the release dates as we get closer to completion.

 

Thanks,

Revathi Sankar

Product Manager, D365 Sales

19

Add Condition in Word Template

Allow to introduce conditionals in the Word templates of Quotes, Oportinudades, .. For example IF quotenumer = 'QUO-32' "OK" "KO"

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (256)

STATUS DETAILS
Needs Votes
19

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Opportunity (256)

STATUS DETAILS
Needs Votes
18

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.

Read more...

2 Comments

Read more... 2 Comments

Category: Opportunity (256)

STATUS DETAILS
New
17

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.


Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (256)

STATUS DETAILS
New
17

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...

Read more...

2 Comments

Read more... 2 Comments

Category: Opportunity (256)

STATUS DETAILS
Needs Votes
16

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (256)

STATUS DETAILS
Needs Votes
16

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.

Read more...

1 Comments

Read more... 1 Comments

Category: Opportunity (256)

STATUS DETAILS
Needs Votes
15

,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...

Read more...

1 Comments

Read more... 1 Comments

Category: Opportunity (256)

STATUS DETAILS
New
15

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

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (256)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.