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...
Subscription Product Pricing
Subscription Product Pricing is available under PSA module- please make this available under the Sales Module!
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.
Enhanced filtering options to the Adding Opportunity Products by using wave 1 2020 Update Enhanced Experience
I would suggest to enhance the filtering capabilities beyond the usage of text search and Views - Add custom filters using the new Filtering experience on grids (similar to advanced find) - Add filters based on Products properties, similar to the Metadata Filters on Power Apps Portals Entit...
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.
Quotes are now available for use offline - https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/use-sales-hub-on-dynamics-365-mobile#work-offline-when-you-have-intermittent-connectivity
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.
Clone Opportunity
Sometimes we have reoccurring opportunities and it becomes tedious to every couple of months create a new opportunity that is the same as the previous one. There should be an ability out of the box to close an opportunity same as you would a quote with the option of closing with or without pro...
This idea is currently being picked up for implementation. We will add the release dates as we get closer to completion.
Thanks,
Revathi Sankar
Product Manager, D365 Sales
Customisable Kanban for multiple objects
Kanban view in Opportunity is so lacking compared to Salesforce. Not being able to choose which fields to view and being able to sort/rank by is pitiful, it's really frustrating to have to explain to the users
Convert to Opportunity with auto-populating account + contact
We have a demand that opportunities should automatically include account + contact, when converting from an activity. Usually our activities set against a contact, which in most cases has a connection to an account. By "convert to" opportunity we have to set either the contact or the account ma...
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...
Administrator
Customization of the product line details is now (2021 release wave 1) suppoted.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales