15

I would like the ability to place a specific flow on the command bar of a form.

Currently it is not possible to place a specific flow on the command bar of a form.

Therefore, I would like the ability to place a specific flow on the command bar of the form.

With this implemented, companies will be able to use flows more conveniently and increase efficiency.

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Category: Sales Pro app-General (8)

STATUS DETAILS
New
1

Sales CoPilot customise form for Appointment and other Activity entities

I wasn't able to find the correct Product and Category to log feedback about Sales CoPilot, so logging against D365 Sales General.


Using Sales CoPilot, I'd like the ability to customise the form and fields specifically for the Appointment entity with a custom field that we hav...

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Category: Sales Pro app-General (8)

STATUS DETAILS
New
21

Feature to display records in same window when Sales Pro App activity view is “Read-Only”

Currently, in the activity entity of the Sales Professional application, the way to display records differs depending on the view display format.

- Calendar control: Records are displayed in the same window.

- Read-only: Records are displayed in a pop-up window.


On...

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0 Comments

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Category: Sales Pro app-General (8)

STATUS DETAILS
Needs Votes
3

Dynamics 365 >> Add Tax Code Entity on all Apps ()

Add the msdyn_taxcode and msdyn_taxcodedetail on all Out-Of-Box Solutions. The Tax Codes are not included on Sales Hub not on Sales Professional. Taxes should be necessary on Sales App as on FieldService App (on this App both entities are available)

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1 Comments

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Category: Sales Pro app-General (8)

STATUS DETAILS
Needs Votes
2

Attachments and Sharepoint

On the ActivityMimeAttachment table enable the selection of the attachments that should be saved on Sharepoint. The amount and variety of the attachments on the actual emails force to select which attachment should be saved and which not. To enable this selection let's create a new bolean field. ...

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0 Comments

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Category: Sales Pro app-General (8)

STATUS DETAILS
Needs Votes
1

Dynamics 365 >> Opportunity Product, Quote Product and Order Product available on WorkFlows

I suggest to include those three entities on the entities available to be Selected on the Workflows. Now JS and Flows (both together) are needed for updating each of these entities when a customized related registry is triggered with the OOB Workflows Trigger available. This is causing our Custo...

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0 Comments

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Category: Sales Pro app-General (8)

STATUS DETAILS
Needs Votes
6

D365 Sales >> Add images to the Product Card

The possibility of adding an image to the Product Card. The possibility to use this image on Reports. It's something developed on Marketing or Commerce and it makes no sense not to have this feature on the Sales application.

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1 Comments

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Category: Sales Pro app-General (8)

STATUS DETAILS
Under Review
12

Narrow down related entities when look up for fields on form

When you look up for fields, it shows all entities that are related to.
It is not really ideal for those smart phones and tablet users if it shows everything in look up window.
It should be able to narrow down the related entities to be looked up for the field.

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0 Comments

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Category: Sales Pro app-General (8)

STATUS DETAILS
Declined