Show sum per view (e.g. Revenue)
When creating a view (i.e. all open Opportunities) there should be configureable sum fileds in the view e.g. "Total Revenue in View" and "Total Revenue on page"
Configurable Close opportunity form
It should be possible to modify the Close opportunity form. The same way it is possible in April19 release to modify the close case form : https://docs.microsoft.com/en-us/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-resolution-extensibi...
Need the export to excel feature on teh form were we identify duplicate
When we run the duplicate detection job on the records.
We should be able to export the results which we get in the list of the duplicates.
New Lead Duplicate Detection experience does NOT identify duplicates on create
Hi,
New lead duplicate detection engine is not able to identify a duplicate on creation, it requires the User to refresh the lead for the notification to be shown.
We´ve been told is by design, but is not very convenient and is very confused for users, roles a...
Feature of copying [Opportunity] entity record
Currently, as the default feature in Dynamics 365 (online), there is no way to copy [Opportunities] entity record from [Sales Hub] app. The workaround that users are aware of is to copy it by using a workflow or copy it from [Project Services] app. The first workaround requires a long steps to be...
Let the [Related Records Filtering] back on UCI
Related Records Filtering is no longer functioning on custom fields of [Opportunities] after Wave 2 update. It has made work efficiency worse now because the function has been used for business. Therefore, please let the Related Records Filtering function back on UCI.
Editable Grids - Need to update non-native Contact fields on Opportunity grid
Currently, non-native data fields are un-editable with Editable Grids enable. Our end-users are confused by the fact that they are unable to edit non-native fields in the Editable Grid. For example, Contact record Segment is a popular field with our users, namely the top 250 revenue-generating ...
Create Lead or Contact by Scanning Business Card QR Code
We have implemented the business card scan functionality that comes out of the box with Dynamics for Sales. Our users approach us more and more frequently with the request to be able to create the Lead by scanning the QR code printed on more and more business cards they receive from customers. Th...
Enable to choose to hide or show the product and the price list to some partners on the lead or opportunities entities
There is no way to select to hide or show the product and the price lists to each partner on the partner portal. It would be more useful if we can choose the partners who are able to see the products and the price lists on the lead and opportunities entities or not.
Able to Select [Suggest/ Don�t suggest] Optional Bundled Products.
It would be very useful, and we can manage opportunities even better if we get to specify whether we want to suggest a registered item to a customer or not. It was available with Web UI but it is not available with UCI. [Steps] 1. Sign in Dynamics 365 with admin center access 2. Select a pulldow...
Administrator
Thank you for your feedback!
It is now possible to customize the close opportunity dialog. Check out Customize the Opportunity Close form.
Sincerely,
Bharath Varadarajan
Product Manager, Dynamics 365 Sales