3

Competitor Field should able to be set as Business Required on Opportunity Close entity

Competitor Field should able to be set as Business Required on Opportunity Close entity. When we tried to set it up, the message "Managed Properties Error" appears (which means the Out-of-box script cannot be changed within this field).

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

STATUS DETAILS
Needs Votes
3

Opportunity Bulk Close ( Win / Lost )

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

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

STATUS DETAILS
Needs Votes
3

Configurators for Quote similar as in Oracle Big Machine

Hi, Our customers are using Oracle Big Machine and Dynamics CRM. The only reason of using Oracle is they have Configurators functionality. We do not have those inside CRM where we have pre configured or where we can cross and up sell based on different configurator attributes. I would like to s...

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1 Comments

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

STATUS DETAILS
Needs Votes
3

Allow creation of custom views on PriceListItem entity

Allow creation of multiple views of price list items so that they can be surfaced in parallel in Price list entity forms.

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

STATUS DETAILS
Needs Votes
3

Native ability to add product images to quotes

There should be a native OOB capability to add standard product images to the product catalog for use with quoting with word templates.

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

STATUS DETAILS
Needs Votes
3

Editable grid

We are using standard editiable grid Hi We are using standard editable grid but facing limitations with using it. We need to have columns for item number, item description and item description two, but are facing the issue that when adding columns, or changing them, the editable grid gets locked...

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

STATUS DETAILS
Completed
Ideas Administrator

Ability to customize the views of the opportunity product editable sub-grid is now available on Unified Client. You can also use the new enhanced experience to add multiple products at the same time.

3

Product stock inventory and product serial number tracking

have the ability to take product stock inventory, serial numbers tracking search capabilities

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

STATUS DETAILS
Under Review
2

Splitter

activate splitter in sales order like how it is in "where used", it will save a lot of time, in our sales department,

they spend a lot of time scrolling up and down, minimizing, to be able to see all lines

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

STATUS DETAILS
New
2

Enable to sort formula fields

Currently, sorting of fields that have built-in formulas is not possible.

Even if you want to sort the Formula Fields, you cannnot sort it, due to the system.

Therefore, I hope dynamics 365 will have a function that can sort the formula fields.

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

STATUS DETAILS
New
2

I want to stop deleting records in a schedule entity when linking with Outlook

If Dynamics 365 and Outlook are currently connected, the appointment record will be deleted from Dynamics365 when the appointment is deleted in Outlook. 


Request that the appointment record not be deleted from Dynamics365 when the appointment is deleted in Outlook. 

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

STATUS DETAILS
New