Product lines sorting by Secuence Number in ASCENDING in PDF and Word templates
Due to a recent change in the sorting of Product lines in word and pdf templates, when reviewing a quotation, the sorting of the product lines is being deconfigured. By default, in word and pdf template, product lines are printed by Created On ascending. The issue is, that when we make a revision...
Ability to set a default price list for each team or user.
Currently, We can set a default price list for each territory by using the [default price list for a territory]. It would be more convenient to be able to set a default price list for each team or user.
Configurable Cascading for Opportunity Owner Change
Currently the relation between Opportunity and Quote / Order is set to System and Assign is set to Cascade All, resulting in a change of Owner of Quote and Order if the Opportunity is assigned. In our business the Quotes and Orders are not owned by the same user as the Opportunity. Example: when...
Add the "Select" Option into the BPF in the "New Look UI" for option set (choice) fields
In the current Dynamics CE UI Version (not the "New Look UI Version"), it is possible to select a value in an option set field and again "deselect" it be changing the value to "Select" what will empty the field value to NULL. However, in the "New Look UI" this is not possible anymore. Once a v...
Need for a Selective Field Copying in the Opportunity Copy Button
Currently, when copying an opportunity using the Copy button, all fields are duplicated. While this feature is effective for copying opportunities, it may lead to data inaccuracies. For instance, auto-generated fields are also copied, which create erroneous data. Actually, there is already a p...
Possibility to delete a field mapping
Field mappings in managed table relationships should be possible to delete if wanted.
For if you do not want the Topic/Name of an Opportunity to populate a related Invoice, you should be able to delete that field mapping.
This is not possible by design today.
Sales price on the basis of different Unit of Conversion
Product code : XYZ123 Product name : Margo Cookies 1 kg ( 2 packets) Product Sales unit : kg Trade agreement price : 200/- per kg Unit conversion : 1kg = 2 Packet ----------------------------------------------------------- Current Scenario : While adding new item XYZ123 in a sales order auto pick...
Opportunity stage substage/step as checkbox
Working with opportunity should be easy ans efficient.
It would help if:
1) If there is option to "Pin" subtasks and keep them visible all times
2) if subtasks are as checkboxes not drop down menus
3) consider making subtask window larger as in some cases it looks ridi...
Quote visibility under Opportunity
Hi,
There are workarounds as option but prefernce is to have something out of the box.
When you work with opportunity it would be useful to see number of active quotes next to "Quote tab" or somewhere else. This gives immediate info if there is active quote or not. Annoy...
Administrator
Thank you for the submission. The idea has been moved to the Opporunities, Quotes, Orders, Invoices & Product' category for better triaging. To help us prioritize this request, kindly upvote.
Thanks,
Revathi Sankar
PM, D365 Sales
resankar@microsoft.com