20

Feature to control "Close as won" and "Close as lost" for Opportunity entity

Currently, there is no feature to control "Close as won" or "Close as lost" for Opportunity entity.

However, sometimes we want only certain users to perform these close process.

If "Close as won" and "Close as lost" could be controlled by security roles etc, the range of Opportunit...

Read more...

1 Comments

Read more... 1 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
15

Products Sub Grid limitations

- The following issues are present in the latest Microsoft Dynamics CRM Online 2015 Update 1 build.
1. Cannot add bulk or multiple Products from the Grid in Opportunity/Quote/Orders records :-
- When we create a Opportunity Record, the Product Sub Grid in

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
12

Add Filter in Opportunity Products Add product View

Currently we are not able to add the filter in Opportunity Products Add Product View. We have a client requirement that we need to filter the products based on a field in Product so that users will not be able to add Competitor's products to the Opportunity.


We are able to wr...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
9

Add Condition in Word Template

Allow to introduce conditionals in the Word templates of Quotes, Oportinudades, .. For example IF quotenumer = 'QUO-32' "OK" "KO"

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
2

Splitter

activate splitter in sales order like how it is in "where used", it will save a lot of time, in our sales department,

they spend a lot of time scrolling up and down, minimizing, to be able to see all lines

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
1

Editable Table Columns for Enhanced Product View

Hi, I have a requirement to calculate internal costs against each product's line item - I would like to add this field as a column on the enhanced product view (see below) - but there is currently no functionality to edit this area.


http...
                                                

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
1

Increase Field Character Limit - Quote Line Item Description

When attempting to revise or close a quote, we are receiving an error message stating that "you have exceeded the maximum number of characters in this field." Upon further review and discussions with MSFT support, it turns out the "Description" field in the line items for quotes is set to 2,0...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
1

Custom calculation of opportunity product and quote product

Hi all, we are having problems managing the opportunity product and the quota product. Many businesses have different calculation methods than those proposed by Dynamics 365 Sales, so the calculation should be customizable (with the possibility of adding custom columns and evaluating the final...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New