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 (236)

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

99

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...

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10 Comments

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Category: Opportunity (236)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for the suggestion. Attaching an article from the dynamics community on how to link order line item to external customer item:
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
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 (236)

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

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

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19 Comments

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Category: Opportunity (236)

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.

36

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)

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3 Comments

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Category: Opportunity (236)

STATUS DETAILS
Completed
Ideas Administrator

This ideas has been delivered now.

36

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

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7 Comments

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Category: Opportunity (236)

STATUS DETAILS
Completed
Ideas Administrator

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.

 

33

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...

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5 Comments

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Category: Opportunity (236)

STATUS DETAILS
Completed
Ideas Administrator

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

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 (236)

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

23

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...

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1 Comments

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Category: Opportunity (236)

STATUS DETAILS
Completed
Ideas Administrator

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

11

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...

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0 Comments

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Category: Opportunity (236)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback.
Admins can create kpis and make it available to all sellers. See details here

Allen Mathias
Principal Engg Mgr
Dynamics 365 Sales