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 (215)

STATUS DETAILS
Needs Votes
12

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...

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Category: Opportunity (215)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

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 (215)

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 (215)

STATUS DETAILS
New
11

Make Product creation available in none-base languages

Make Product creation available in none-base languages

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Category: Opportunity (215)

STATUS DETAILS
Needs Votes
10

Restricted products per Customer account

Missing in 'Restricted products' is the possibility to block sales to a specifc Customer account or Customer group.

In real life, you can have dffent Customers in the same Country and State, but only want to block sales for a specific Customer in the same area.


Path: Pro...

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Category: Opportunity (215)

STATUS DETAILS
New
10

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 (215)

STATUS DETAILS
Needs Votes
10

Products associated with bundle product is not displayed on sub-grid by default settings on UCI

On Web Interface, products associated with bundle product can be displayed on sub-grid in Opportunity form by default settings. However, on UCI, it's not displayed by default, so sub-grid settings need to be changed to display it. The difference between Web Interface and UCI is inconvenient for u...

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Category: Opportunity (215)

STATUS DETAILS
Needs Votes
9

Please add the possibility to modify custom fields in the editable subgrid of opportunity products

A customer needs the ability to modify the margin field without accessing the opportunity product edit.

It is an important step for him, since commercials need agility and speed.

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Category: Opportunity (215)

STATUS DETAILS
New
9

Apply Richtext format from CRM Richtext Control to Word template

during the generation process form a word template the content which is formatted in the crm richt text control is lost. It would be great if this format could be transferred to the Word file. Additionally the font shall be superseded by the font defined in the word template to fit users CD/CI.

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Category: Opportunity (215)

STATUS DETAILS
New