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...
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...
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.
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 DETAILSPlanned2023 Release Wave 2
When "Existing Product" of "Quote Products" is selected, it is automatically entered in "Description".
When "Existing Product" of "Quote Products" is selected, it is automatically entered in "Description".
Please do not enter it automatically in "Description".
Lock Price per unit field on opportunity product when Opportunity is closed
Price Per unit field is available for editing after opportunity is closed (other opportunity product fields are locked). Editing does not affect extended amount value. This causes difficulties in BI reporting when having all fields in report. Extended amount is not equal to Price per Unit times ...
Sequence of products in a word-tempate of offer/salesorder
In the standard-view of “salesorder/product inline-editing” there is a sort-function, used to change the row of a product i you have more than one. But this changes only the sequence on the screen. It does not change the sequence in the word-template. It would be very important that the sequence ...
Add configuration to Disable Tab for Write-in products
System customizer needs to have an option to disable or hide Tab for Write-in products in Enhanced experience for adding product lines.
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