38

Different company's bank account in the customer Invoice

In the customer invoice (free text invoice, from sale order and project invoice) it would be helpful to manage different company's bank accounts for a specific customer or customer group instead of having just a default one for all the customer invoices. A solution could be the creation of a spec...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
32

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, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

Thank you for your feedback. We would like to update you that Custom entity support for PDF document generation this is planned for 2020 Release Wave 2. Please refer to https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales/simplify-document-workflows-enhanced-pdf-capabilities for Dynamics 365 for Sales for details.

Sincerely,
Paramita Chatterjee
PM, Microsoft.

 

22

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, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

This is being planned for 2020 release wave 2.

 

Thanks,

Bharath Varadarajan

Product Manager, Dynamics 365 Sales

19

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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2 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Under Review
18

Auto save changes in nested grid without collapsing the product bundle after each change

A customer of us is heavily using product bundles. They act as a template, to configure the services, that shall be delivered to their customers. The bundles contain multiple optional products and the users change the quantity and prieces of the optional products according their needs. To provi...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Under Review
17

Enable Base Revenue Recalculation After Exchange Rate Change

Currently if the exchange rate in CRM is updated, the base currency on active records won't be updated to reflect this meaning that calculations performed on the base currency field will typically be incorrect. To resolve this we need a mechanism to force a base currency recalculation on all re...

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
13

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.

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
13

Multi-select to Create PDF files from sales records

As a user I need the ability to select multiple document templates from the Create PDF and Email as PDF menu and have one document output. It is inconvenient to download/email several files and combine outside of Dynamics 365.

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes
12

Make the currency symbol on currency fields customizable

At the moment it is not possible to customize currency fields as a developer would expect. Under specific circumstances we have the following behaviour: When you have a custom entity with a lookup on currencies and a currency field, the symbol that is shown in the currency field will only orient...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
New
12

Function for adding option to the Opportunity entity statuses

As it's mentioned on MSDN, user cannot customize status in The Opportunity entity. Title : Add newly created custom fields to the Opportunity Close form URL : https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience#add-newly-created-custom-fields-to-t...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (101)

STATUS DETAILS
Needs Votes