CRM 2013: Add new custom PriceListItem View
Hi,
it would be very handy to allow adding a new view to price list elements.
In our case we need to show the price list items like this:
ProductName | Price | Unit
But for whatever reason the views are not customizable at all, neither I can add my own vie...
Order entry by external customer item
Allow an order line to be generated from the customer external item number. Most customer PO's we get use their own external customer number that we maintain for shipping documents and COA's but we would like to be able to enter the external item number and get back to our released item number...
https://community.dynamics.com/ax/b/dynamicserpprosax/posts/displaying-external-item-numbers-on-purchase-orders-in-microsoft-dynamics-ax
Please feel free to reach out if there are additional questions.
Thanks,
Revathi Sankar
PM, D365 sales
Enable customization for some entities: Quote Product, Opportunity Product, Customer Address, Price List Item
Dear MS CRM Team,
You made great enhancement for every rollup and for sure, the SP1 enhancement as well.
It will be greater and more powerful, if CRM open for customization for some entities.
For example: I have requirement from client to link Quote Product to multiple Add...
Bharath Varadarajan
Allow customizations to "Close Opportunity" form
Allow customizers ability to add/remove attributes on the "Close" form just like on the regular opportunity 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.
Make "create a revised quote" customizable
Make the field "created a revised quote" in Quote Close Dialog customizable, that the setting is not standard "Yes" but can also set to "No" (no revisions will be created on the Close Quote dialog)
This ideas has been delivered now.
Extend Create and Export PDF Capability
Hi, It would be very useful if the capability to Generate and Email PDF is extended beyond Quote to other entities Cheers
Thank you for your feedback. We would like to update you that Custom entity support for PDF document generation this is now available. Please refer to Export sales records to PDF | Microsoft Learn for details.
Sincerely,
Swapnil Agarwwal
PM, Microsoft.
Edit Quote Close Form
Need to be able to edit the Quote Close form and customize the pop-up window that displays when creating an order and marking as won or closing a quote and marking as lost. OOB it does not seem like an admin has the capability to do this which is strange to me. This would really enhance the use...
This idea has been implemented per the request via GA train 9.3. Please review our documentation for further details:
Customize the quote closure experience | Microsoft Learn
Thanks,
Revathi
Sr Product Manager, D365 Sales
Editable Grid in "Opportunity Product" and "Quote Product" entities
We just updated to Dynamics 365 to enable the Etitable Grid feature on our tenant, just to discover that it is not applicable to "Opportunity product" and "Quote product" entities.
My company need it to be able to use the "product" entity to add the product information to the quote, inc...
Thank you for your feedback!
Editable grid for "Opportunity Product" and "Quote Product" is supported today. Please refer to the following link for more information
Sincerely,
Naitik Shah
Microsoft
Extend enhanced add products experience to quote entity
With 2020 Release Wave 1 the new "Extended add product experience" has been added, which allows to add multiple existing or write in products at one to an opportunity and which comes with filtering capabilities based on views or product families. Details see: https://docs.microsoft.com/en-us/dyn...
This is being planned for 2020 release wave 2.
Thanks,
Bharath Varadarajan
Product Manager, Dynamics 365 Sales
Update: 21/02/2023
This is now implemented. Ref: Enhanced experience for Adding products to quotes, orders, or invoices (Dynamics 365 Sales) | Microsoft Learn
Thanks,
Revathi Sankar
PM, D365 sales
Possibility to create metrics that are available to all users
Ability to create system metrics, for all users to see in the new pipeline view available in Opportunities.
Currently the creation of new metrics are only available to the user who creates it and while logged in, then they disappear.
It would be interesting to be able to create m...
Admins can create kpis and make it available to all sellers. See details here
Allen Mathias
Principal Engg Mgr
Dynamics 365 Sales
Administrator
Thank you for your feedback.
Dynamics 365 Sales allows customizing the out the box PriceListItem view from 2019 release wave 2. You can now add any additional columns to the price list item views and view additional details of the items - which is the core ask in in this idea.
Please note that the creation of new views is still restricted. If you have a need to create custom views, please upvote this idea and elaborate your scenario in the comments.
Sincerely,
Bharath Varadarajan
Product Manager, Dynamics 365 Sales