5

Integrate PDF Generation of Custom Entities with Workflows

Thank you for extending PDF Generation to custom entities. This is a great feature! Our sales process is heavily dependent on generating PDF documents and sending to customers. I would very much like to be able to trigger the generation of PDF documents (and renaming them to a specific naming con...

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

STATUS DETAILS
Needs Votes
5

Enhanced PDF generation also on mobile

Hi all, With the Wave 2 release came the great update to the PDF generation. With the capability to rename your document and see a preview, it is really a great enhancement. However, when accessing/using the functionality on the mobile app, it is still the old functionality. Is this somethi...

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

STATUS DETAILS
Needs Votes
5

Subscription Product Pricing

Subscription Product Pricing is available under PSA module- please make this available under the Sales Module!

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

STATUS DETAILS
Needs Votes
5

Allow customization of new "Add products" quick create

In wave 1 2020 the new feature "Add products" has been added to the opportunity. Unfortunately it is not possible to customize the new quick create form, e.g. change the order of fields or add additional fields to the quick create.

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1 Comments

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

STATUS DETAILS
Completed
Ideas Administrator

Customization of the product line details is now (2021 release wave 1) suppoted. 

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales

5

Mobile offline synchronization - add Quotes entity for mobile offline

Enable the Quotes entity for Mobile Offline synchronization, which will be a great improvement and update for many of the clients, who are using the mobile offline synchronization.

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1 Comments

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

STATUS DETAILS
Completed
5

Invoicedetail Entity (participate in workflows and advanced find)

Allow this entity for workflow. Also for advance find. We have to use invoice and then link to invoicedetail entity.

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1 Comments

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

STATUS DETAILS
Under Review
4

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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1 Comments

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

STATUS DETAILS
New
4

D365 Sales >> Save custom reports to Sharepoint

Due to the limitation from Word Templates, the Export to PDF feature could not be used on custom reports (rdl). I asked to have the possibility of saving the output from the report directly on Sharepoint if the OOB Sharepoint Integration Solution has been configured. I asked to have the possibil...

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

STATUS DETAILS
Needs Votes
4

Quotes: Total Tax Calculation does not apply the discount percentage so Total Amount value is also bad calculated

The calculation for Total Tax does not take into consideration the Quote discount (%) discount applied to the quote. 1. The calculation for Total Amount does the calculation from Total Pre-Freight Amount and Total Tax. 1.1. The calculation for Total Pre-Freight Amount takes into consideration th...

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1 Comments

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

STATUS DETAILS
Needs Votes
4

Make possible to create new products using other than the base language

Currently user gets an error message if user tries to create a new product using other than the base language. (User can see "Add Product"-button in unified interface, but when user tries to save product record first time, pop-up error is shown). It is common that environment is created using En...

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0 Comments

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

STATUS DETAILS
Needs Votes