146

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...

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20 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Completed
Ideas 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

57

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...

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6 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback.
 
Support for customizations of Opporunity Product, Order Product and Quote Product entities is available now. Custom attributes can also be added to Price List Items. Out of box views of Price List Items can be also be customized.
 
Customization support for Address entity is planned and tracked here.
 
Sincerely,
Bharath Varadarajan
Product Manager, Dynamics 365 Sales
46

Allow customizations to "Close Opportunity" form

Ability to customize the Opportunity Close dialog box.

(Specifically, allow a user to select a value in the "Competitor" box when the Opportunity has been "Won" so we can see which competitors we are displacing.)

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9 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Completed
Ideas Administrator

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.

 

46

Allow customizations to "Close Opportunity" form

Allow customizers ability to add/remove attributes on the "Close" form just like on the regular opportunity form.

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9 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Completed
Ideas Administrator

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.

31

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...

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6 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Completed
Ideas Administrator

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

5

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.

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Completed
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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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

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.

2

Workflows for opportunity close

Now that opportunity close is customisable, please add ability to trigger workflows from opportunity close and read values from opportunity close.

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for the feedback. Opportunity Close records are available in Power Automate to create workflows already.

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales

2

One click email quote to customer as PDF

I would expect it to be a standard process for a CRM to send quotes to clients via email through the CRM. I understand we can download a quote as a .docx word document. But then we need to convert to PDF, create a new email, attach the PDF, write some email content and press send. Which isn't re...

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2 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Completed
1

Entity Address available from Quotes and Sales Orders

On Dynamics 365 we have the entity customeraddress. But it's only available from Account. I suggest to be use during the whole cicle of sales: opportunity, quotes and salesorder. We only need to add the addresses related with customer but these addresses have to be selectable from quotes and s...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Completed
Ideas Administrator

This should already be possible today by using the 'Lookup Address' on quotes or orders. This allows customer addresses to be copied to the Bill to and Ship to fields.

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales