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.
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...
[ 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
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...
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...
Creation Products in all languages (not only base language)
To have the possibility to create products, bundles and everything in the catalog even without being in the language base. Today (10/2020) in a multilanguage CRM we are obliged to switch to base language to create new products.
Configurable Cascading for Opportunity Owner Change
Currently the relation between Opportunity and Quote / Order is set to System and Assign is set to Cascade All, resulting in a change of Owner of Quote and Order if the Opportunity is assigned. In our business the Quotes and Orders are not owned by the same user as the Opportunity. Example: when...
Thank you for the submission. The idea has been moved to the Opporunities, Quotes, Orders, Invoices & Product' category for better triaging. To help us prioritize this request, kindly upvote.
Thanks,
Revathi Sankar
PM, D365 Sales
resankar@microsoft.com
Feature to filter the date column of a view semiannually
Currently, the feature to filter the date column of a view semiannually is not working; even if the Fisical Period Template is set to semiannually, the view will still be displayed in quarters. This feature would make Dynamics 365 more useful.
Product view in Opportunity product
On the form of the table Opportunity Product, we would like to be able to change de the view on the field product (productid)
Opportunity Currency needs to be editable, at least as long as it is not completed
we need the possibility to change the opportunity currency.
- While Business improving for our development markets, they can reach a size where it is needed to split them into their own business unit. On this they go from the general Currency to their local one. Currently i...
STATUS DETAILSDeclined
Change on the currency of opportunity and the associated currency amounts should be percolated to associated products, quote , orders, invoices and there is scope for discrepancies in currency amounts.
We are presently not prioritizing this due to limited number of votes and complexity of the request.Thanks,
Aditya Naik
Product Manager, D365 Sales
Administrator
Best regards,
Business Central Team