12

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...

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    Category: Opportunity (256)

    STATUS DETAILS
    Declined
    Ideas Administrator

    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

12

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".

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Category: Opportunity (256)

STATUS DETAILS
New
12

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 ...

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0 Comments

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Category: Opportunity (256)

STATUS DETAILS
Needs Votes
12

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 ...

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1 Comments

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Category: Opportunity (256)

STATUS DETAILS
Needs Votes
12

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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0 Comments

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Category: Opportunity (256)

STATUS DETAILS
Needs Votes
12

Function for adding option to the Opportunity entity statuses

As it's mentioned on MSDN, user cannot customize status in The Opportunity entity. Title : Add newly created custom fields to the Opportunity Close form URL : https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience#add-newly-created-custom-fields-to-t...

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Category: Opportunity (256)

STATUS DETAILS
Needs Votes
11

Possibility to create metrics that are available to all users

Ability to create system metrics, for all users to see in the new pipeline view available in Opportunities. 

Currently the creation of new metrics are only available to the user who creates it and while logged in, then they disappear. 

It would be interesting to be able to create m...

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Category: Opportunity (256)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback.
Admins can create kpis and make it available to all sellers. See details here

Allen Mathias
Principal Engg Mgr
Dynamics 365 Sales
11

Ability to create multiple invoices from the last 12 months' worth of orders

Currently, the ability to generate multiple invoices from the last 12 months' worth of sales orders has not been implemented.

When this feature is implemented, multiple invoices can be created from a single order record, which is more convenient for customers.

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Category: Opportunity (256)

STATUS DETAILS
New
11

Make Product creation available in none-base languages

Make Product creation available in none-base languages

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0 Comments

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Category: Opportunity (256)

STATUS DETAILS
Needs Votes
10

Fix Aggregation Issues in Columns Sum Function

Currently, aggregate functions in Views and therefore in the Pipeline View returns incorrect values when filters involving related entities are used. This can cause inflated totals, for example, when multiple quotes are linked to the same opportunity.


Proposal:

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Category: Opportunity (256)

STATUS DETAILS
New