Feature to display the total value of multiple fields values of related entity record
There are multiple fields that shows prices in a form.
Those multiple fields are displayed when selecting related entity record in lookup fields.
Currently there is no way to get the total price of those multiple fields’ values.
If we can get the total price of those multip...
Searching for products in the enhanced experience.
Hello, We had a problem searching for products in the enhanced experience. Search with an asterisk * does not work in the enhanced experience. I found a solution. The asterisk symbol * can be replaced with a percent %. The case was reported to Microsoft. Case number: “Searching for products in...
Provide more space for Description field on the Opportunity Close form
In Dynamics 365 Sales, the Opportunity Close form has a description field out of the box where a user can enter information about the closing action. The field has customization properties, but the system ignores the property changes to the field. Can we have the size of that 2000 character fi...
Link availability
The oppurtunity link from sales hub should redirect or work for people with team member app/licence.
Missing Sortfunction in copy of standard-view for product/salesordner inline editing view
We have to use a copy of the standard-view for “salesorder/product inline-editing” because we need an additional column and the standard-view is not customizable. But in this copy the sort-function, used to change the row of a product i you have more than one, is not available. Please add this fe...
Enable "Add Products Function" at Quotes and Sales Orders (similar to Opportunities)
With the new release, a good function was provided. It allows to create several opportunity lines in one step, it's called add products. It would be very good to have this option at quotes and sales orders as well. Some of our customers don't use opportunities, but start with sales orders.
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...
Need for a Selective Field Copying in the Opportunity Copy Button
Currently, when copying an opportunity using the Copy button, all fields are duplicated. While this feature is effective for copying opportunities, it may lead to data inaccuracies. For instance, auto-generated fields are also copied, which create erroneous data. Actually, there is already a p...
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
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.
Administrator
Enhanced add-product preview is now available on Quotes, Orders and Invoices as well.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales