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 (213)

STATUS DETAILS
New
6

Clone price list and its items

The prices of products are periodically updated according to commercial rules. Usually only 10% of the products on the list have updated prices. When this happens, we deactivate the old price list and create a new one with the same products, as we want to keep the price history. It turns out that...

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Category: Opportunity (213)

STATUS DETAILS
Needs Votes
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 (213)

STATUS DETAILS
Needs Votes
5

Allow adding products with zero amount - CRM Enhanced Experience to add products

Currently, the enhanced experience to add multiple products to opportunities, quotes and orders does NOT allow adding product items with zero amount and prompts an error message. We need to add some products where the pricelist displays $0.00 for sub components, supplementary products, write-in ...

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Category: Opportunity (213)

STATUS DETAILS
New
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 (213)

STATUS DETAILS
New
5

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 (213)

STATUS DETAILS
Needs Votes
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 (213)

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 (213)

STATUS DETAILS
Needs Votes
5

Opportunity Bulk Close ( Win / Lost )

Allow to Close Opportunities ( WIN / LOST ) in Bulk Edit .

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Category: Opportunity (213)

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 (213)

STATUS DETAILS
Needs Votes