32

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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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
20

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 (66)

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

14

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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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
Needs Votes
8

Creation Products in all languages (not only base language)

To have the possibility to create products, bundles and everything in the catalog even without being in the language base. Today (10/2020) in a multilanguage CRM we are obliged to switch to base language to create new products.

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
7

Possibility to upload customs fonts for "export to pdf" function

When I upload a word template to Dynamics 365 and then use the function "export to pdf", the custom fonts will be converted to a standard font. It would be great to have the possibility to upload custom fonts in Dynamics 365.

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3 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
5

Enhanced PDF generation also on mobile

Hi all, With the Wave 2 release came the great update to the PDF generation. With the capability to rename your document and see a preview, it is really a great enhancement. However, when accessing/using the functionality on the mobile app, it is still the old functionality. Is this somethi...

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
4

Make possible to create new products using other than the base language

Currently user gets an error message if user tries to create a new product using other than the base language. (User can see "Add Product"-button in unified interface, but when user tries to save product record first time, pop-up error is shown). It is common that environment is created using En...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
3

Ability to customize create opportunity for marketing list members form

When creating Opportunities from a marketing list, the form that pop up used to be the customizable quick create form for Opportunities. Now it is a Modal form which we cannot edit. This is hugely disruptive to our workflow and we would love to see the ability to be able to edit this form again. ...

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
3

Opportunity Bulk Close ( Win / Lost )

Allow to Close Opportunities ( WIN / LOST ) in Bulk Edit .

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
2

Auto charges

I suggest to develop a parametric module for Auto charges for sales order where i can setup Auto charges calculation for the field that i want of sales order and sales line

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New