9

Sorting in KANBAN view

The KANBAN view was configured successfully for Opportunities, but the setted sorting (descending by revenue) was not adopted in the view in KANBAN. Sorting like it's possible in list views should be supported in KANBAN too.

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
8

Feature to display the total value of multiple fields values of related entity record

There are multiple fields that shows prices in a form.

Those multiple fields are displayed when selecting related entity record in lookup fields.

Currently there is no way to get the total price of those multiple fields’ values.

If we can get the total price of those multip...

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
7

Searching for products in the enhanced experience.

Hello, We had a problem searching for products in the enhanced experience. Search with an asterisk * does not work in the enhanced experience. I found a solution. The asterisk symbol * can be replaced with a percent %. The case was reported to Microsoft. Case number: “Searching for products in...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
7

Missing Sortfunction in copy of standard-view for product/salesordner inline editing view

We have to use a copy of the standard-view for “salesorder/product inline-editing” because we need an additional column and the standard-view is not customizable. But in this copy the sort-function, used to change the row of a product i you have more than one, is not available. Please add this fe...

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
7

Enable "Add Products Function" at Quotes and Sales Orders (similar to Opportunities)

With the new release, a good function was provided. It allows to create several opportunity lines in one step, it's called add products. It would be very good to have this option at quotes and sales orders as well. Some of our customers don't use opportunities, but start with sales orders.

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Completed
Ideas Administrator

Enhanced add-product preview is now available on Quotes, Orders and Invoices as well.

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales

7

Quote, order, and invoice product detail availability on views and advanced find

A customer wants to use advanced find or views for products on orders but that functionality is not available. I feel that you should be able to view product details when using advanced find or creating custom views.

Even if limited to existing products, to avoid not having a key to the...

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2 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Under Review
6

Business rule should not work in an active quote.

Currently business rule are working although the quote is active. So sometimes users get an error because due to the data protection law they can not edit active quotes.

So I suggest that the business rules do not work when the offer is active.

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
6

Make it possible to change the currency of Sales Orders

After integrating D365 Sales and D365 Finance and Operations with Dual write, you can no longer change the currency of Sales Orders in FnO, due to the field being locked in D365 Sales. Dual Write integration thus removes existing functionalities from FnO and limits business processes. It should ...

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
6

Enable multiple companies from Business Central using the BC virtual entity App from Microsoft

Enable the virtual entities for data integration from Business Central to support multiple BC companies in a single Dynamics instance. We have the requirement of integrating one CRM - with multiple business units, to a Business Central which represents these multiple business units as different ...

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
5

Commission item group field in lines details of sales order

The field “Commission group” is a field present in article master data, but this field is not present in lines details in the sale order when you insert that article. We expect to have this field inherited from the sales orders Thank you

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New