Have the Teams web meeting invite as a part of the Appointment/Meeting record in D365 Activities
In this "new world", we have many of our Outside Sales team that are having meetings with their customers using the Teams web meeting application. We have been training them for years to create their Appointment/Meeting records in D365 and let them migrate from D365 to their Outlook. They have ...
MVP Bug: Cannot add process stage name to Outlook views
If you have a view that has business process flow enabled and you add the related process stage name to a view, the view will display that column in web client, but will not display it in Outlook.
Completed
Please enable users to edit the Opportunity Close Form
There is no supported way to add new field or delete existing field in order to edit the Opportunity Close Form.
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience
Sincerely,
Paramita Chatterjee
PM, Microsoft.
CRM2011: Price List Item Views Not Editable / Missing Key Fields / Not Exposed to Advanced Find
I have a simple requirement to display the following fields on the Product entity in a Sub-Grid for Price List Items:
•Product Name
•Unit
•Pricing Method
•Amount
•Percentage
•Rounding Policy
•Rounding Option
Thank you for your feedback.
We are planning this feature as part of the functionality in 2019 release wave 2 in October
Please refer to the following link for more information 2019 Release Wave 2 documentation for Dynamics 365 for Sales
Sincerely,
Naitik Shah
Microsoft.
Allow to customize Price List Items view
..today is not possible for instance to add the 'Amount' field which would be pretty useful.
I can't see the point in not allowing to customize the views associated to price list items.
Thank you for your feedback.
We are planning this feature as part of the functionality in 2019 release wave 2 in October
Please refer to the following link for more information 2019 Release Wave 2 documentation for Dynamics 365 for Sales
Sincerely,
Naitik Shah
Microsoft.
Ability to create new Account records from Customer field in Order entity
It would be very useful if you can create a new Account record from a potential customer field in Order entity.
Thank you for your feedback!
This functionality is available now in the new user experience - Unified Interface. Please refer to the following link for more information.
Sincerely,
Naitik Shah
Microsoft
Need the ability to customize the inline edit view on Sales Order - order products grid.
Editable Grid controls are currently not available for the Web on the Sales Order - Order Product grid (salesorderdetailsGrid).
We need to be able to add a custom default view and add the controls for the editable grid function which is currently greyed out for Web a...
Thank you for your feedback.
This functionality is available now. Please refer to the following link for more information
Sincerely,
Naitik Shah
Microsoft
Add a Filter Option - Older than X Days
Currently the only older than filter option is by month. This would be a nice addition and would allow escalation views to be created that could be user to improve service levels on cases or other sales entities that need follow up after a certain time frame.
This capability should be available now for all views in Dynamics CRM. Please refer to the following link for more information:
https://msdn.microsoft.com/en-us/library/gg334216.aspx#OlderThan
Sincerely,
Mike Carter
Ability to edit fields with speacial data type "Customer"
We have a field with display name "Potential customer" in the Opportunity entity
If we click on New (+) button a Contact quick create form opens
Since the data type of the field is Customer, we are not able to edit it.
Thank you for your feedback!
This functionality to create either Account or Contact from Customer lookup, is available now in the new user experience - Unified Interface. Please refer to the following link for more information.
Sincerely,
Naitik Shah
Microsoft
Add campaign responses to tablet app
Many customers use campaign responses and treat them as leads and want salespeople to follow up on them. Currently, campaign responses are not available from the tablet app. Please update the campaign response and campaign entities to be available from CRM for Tablets.
Thank you for your feedback.
We released this feature as part of the functionality with the UCI client release
Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/about-unified-interface
Sincerely,
Christian Abeln, PM,
Microsoft.
Administrator
As of April 2022 this capability is now generally avaiable. Create and join Teams meetings from in-app appointments - Power Platform Release Plan | Microsoft Docs