7

Quote, order, and invoice product detail availability on views and advanced find

A customer wants to use advanced find or views for products on orders but that functionality is not available. I feel that you should be able to view product details when using advanced find or creating custom views.

Even if limited to existing products, to avoid not having a key to the...

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2 Comments

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Category: Opportunity (225)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
6

Business rule should not work in an active quote.

Currently business rule are working although the quote is active. So sometimes users get an error because due to the data protection law they can not edit active quotes.

So I suggest that the business rules do not work when the offer is active.

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
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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0 Comments

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Category: Opportunity (225)

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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0 Comments

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Category: Opportunity (225)

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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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes
5

Add the "Select" Option into the BPF in the "New Look UI" for option set (choice) fields

In the current Dynamics CE UI Version (not the "New Look UI Version"), it is possible to select a value in an option set field and again "deselect" it be changing the value to "Select" what will empty the field value to NULL. However, in the "New Look UI" this is not possible anymore. Once a v...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
5

different fields in Form opportunities Close win and lose

I would like to have two different forms for won and lost opportunities so that I can display a wide variety of fields and no one is confused

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
5

Opportunities associated with lead in Kanban view

We think opportunity kanban view is very usefull, but has a big problem. Doesn't work for oportunities begins in the lead. If the bussines process flow associated to the opportunity is Lead to Opportunity process flow, this record are not visible in the kanban view. 


Will be u...

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1 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
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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0 Comments

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Category: Opportunity (225)

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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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New