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...
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
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...
This is being planned for 2020 release wave 2.
Thanks,
Bharath Varadarajan
Product Manager, Dynamics 365 Sales
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...
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...
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...
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.
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.
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...
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...
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.