16

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...

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Category: Opportunity (213)

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

16

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...

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2 Comments

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Category: Opportunity (213)

STATUS DETAILS
Needs Votes
16

Add Condition in Word Template

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

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0 Comments

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Category: Opportunity (213)

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...

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1 Comments

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Category: Opportunity (213)

STATUS DETAILS
New
15

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.

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0 Comments

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Category: Opportunity (213)

STATUS DETAILS
Needs Votes
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 (213)

STATUS DETAILS
Needs Votes
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

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0 Comments

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Category: Opportunity (213)

STATUS DETAILS
Needs Votes
15

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...

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1 Comments

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Category: Opportunity (213)

STATUS DETAILS
Under Review
14

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.

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0 Comments

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Category: Opportunity (213)

STATUS DETAILS
New
13

[ integration ] [ [ Quotes and Opportunities ]

The customers procedure for doing business is to make offer the total price value and this price should be locked and it should not change, even if the price of the product changed from CRM side.


However, there is no option for locking price in Quotes

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0 Comments

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Category: Opportunity (213)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team