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