33

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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5 Comments

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Category: Opportunity (215)

STATUS DETAILS
Completed
Ideas Administrator

This idea has been implemented per the request via GA train 9.3. Please review our documentation for further details:

Customize the quote closure experience | Microsoft Learn

 

Thanks,

Revathi

Sr Product Manager, D365 Sales

17

Enable mapping field values from Opportunity to Opportunity Close

Beeing able to customize the Opportunity Close Dialog is a great feature. Also that Business Rules and Power Automate can do some tricks when it comes to data synchronization. But there seems to be one thing missing: Pre-filling fields on the quick create for the Opportunity Close with...

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1 Comments

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Category: Opportunity (215)

STATUS DETAILS
Planned
2023 Release Wave 2
Ideas Administrator

This idea is currently being picked up for implementation. We will add the release dates as we get closer to completion.

 

Thanks,

Revathi Sankar

Product Manager, D365 Sales

14

Display pipeline phases on Opportunity comparing the specific past time

On Dynamics 365 Sales, we want the function which can display pipeline phases on Opportunity comparing the specific past time.

For instance, displaying the report showing report or charts regarding both current month and last month can instantly tell us the Opportunity flow.

It wou...

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0 Comments

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Category: Opportunity (215)

STATUS DETAILS
New
7

Enable Opportunity Close entity for closing opportunities in Kanban view

Currently, when closing an opportunity in the Kanban status view, the opportunity closing dialog is displayed regardless if Opportunity Close entity is enabled or not, thus bypassing any customizations that might be added to the Opportunity Close quick cre...

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0 Comments

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Category: Opportunity (215)

STATUS DETAILS
Needs Votes
4

Opportunities associated with lead in Kanban view

We think opportunity kanban view is very usefull, but has a big problem. Doesn't work for oportunities begins in the lead. If the bussines process flow associated to the opportunity is Lead to Opportunity process flow, this record are not visible in the kanban view. 


Will be u...

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1 Comments

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Category: Opportunity (215)

STATUS DETAILS
New
2

when applying the "_" filter in our entity view, as it retrieves all records rather than the relevant ones.

Customers encounter difficulty when applying the "_" filter in entity view, as it retrieves all records rather than the intended relevant ones. This poses a challenge for users searching for specific information using the "_" symbol.

 

It would be really great if we can get this f...

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0 Comments

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Category: Opportunity (215)

STATUS DETAILS
New
2

Report for Opportunity Team Member

Dear Microsoft Support,


We are facing an issue while extracting the opportunity when a user gets added as opportunity team member. We are unable to produce a report for opportunity team member without using any third-party tool. We understand that the XRM tool must be used to ...

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0 Comments

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Category: Opportunity (215)

STATUS DETAILS
New
2

Display Save & Close button in command bar, not in a flyout menu

Save & Close button on opportunities used to be directly in the command bar. Release 2023 Wave 1 moved it in the flyout menu under the Save button.

For those who use primarily Save & Close it is more complicated now. So we suggest moving the button back so that it is directly in the comm...

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0 Comments

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Category: Opportunity (215)

STATUS DETAILS
Needs Votes
2

Show next upcoming task deadline in list view

We need to see next upcoming task deadline and name in opportunity list. This would save time when working with hundreds of opportunities as no need to go to activities list or open opportunity to see details.


Even better if there is visual aids to allow even better tracking. ...

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0 Comments

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Category: Opportunity (215)

STATUS DETAILS
Needs Votes
2

Check active business process flow and active stage in the views

We would like to check active business process flow and active stage, witch are on opportunity now. It wiil help to create list of opportunities with checked on them active business process flow and active stage.


We know how to look active business process flow and active stag...

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0 Comments

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Category: Opportunity (215)

STATUS DETAILS
New