Enable "Add Products Function" at Quotes and Sales Orders (similar to Opportunities)
With the new release, a good function was provided. It allows to create several opportunity lines in one step, it's called add products. It would be very good to have this option at quotes and sales orders as well. Some of our customers don't use opportunities, but start with sales orders.
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.
Customization of the product line details is now (2021 release wave 1) suppoted.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales
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
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...
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.
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.
Thanks for the feedback. Opportunity Close records are available in Power Automate to create workflows already.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales
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...
This is now available: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf
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...
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
Allow customizations in the "Close opportunity" form by adding a lookup.
Ability to customize the Close Opportunity dialog box, specifically, that allows you to enter a search field for related entity records when the opportunity has been won or lost.
Opportunity Close dialog is now customizable with custom fields including lookup fields.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales
Add Products to a Quote by using enhanced experience
In The new Unified View, there is a new feature coming in 2020 release wave 1 that allows multiple adding of products into an Opportunity. It would be great to enable this feature in the Quote as well
Enhanced add-product preview is now available on Quotes, Orders and Invoices as well.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales
Administrator
Enhanced add-product preview is now available on Quotes, Orders and Invoices as well.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales