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
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 ...
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.
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...
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...
Admins can create kpis and make it available to all sellers. See details here
Allen Mathias
Principal Engg Mgr
Dynamics 365 Sales
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.
Make Product creation available in none-base languages
Make Product creation available in none-base languages
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:
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