Retain Product Order sequence up and down arrows for products
Applies to opportunity, quote, order and invoice product subgrid.
If the default view of "Quote Product Inline View" is changed to another custom view the up and down sequence arrows are lost.
Can we keep the up and down buttons that allow you to quickly and easily change the ord...
Adding the same person to Opportunity Sales Team with different roles
In our sales business process it can happen that the same person works on a given opportunity but with different roles. For example the same person can act as sales rep and account manager. We believe that this is a quite common situation across different industries. At the moment this opt...
Allow Notes from Leads to transfer to new records when the Lead is Qualified
When a salesperson is working a lead, they use the notes to keep track of things they have encountered with the Lead. This could be anything from new contacts at the site, to the Mechanical contractor they have used in the past, to the current value of the contract, even equipment and ve...
Unified Interace: add an option to convert an email to a lead
As of v9.0, the UI only offers to transform an email into a case.
Please also add the option to transform an email into a lead as well, just like on the old web client
D365 for tablets offline with Sales Order & Sales Order detail
Hello
Now we need to develop a custome enties for Sales Order & Sales Order detail because currently , D365 for tablets is not working offline with these entities and we have a Cliente that is needing to work in offline mode with these entities.
...
Marketing lists for users
We would like to use CRM to communicate with the users. For this reason we need to be able to add them to a marketing list.
Today, the work around is an Account for our Company and all the users created as contacts. But pulling them directly from the User entity would be much more cool.
Need the ability to customize the inline edit view on Sales Order - order products grid.
Editable Grid controls are currently not available for the Web on the Sales Order - Order Product grid (salesorderdetailsGrid).
We need to be able to add a custom default view and add the controls for the editable grid function which is currently greyed out for Web a...
Ability to have marketing list available on custom entity apart from lead, account and contact.
We are restricted to use lead, contact and account for marketing list.
In one of our implementations, we wanted to run Campaign and create marketing list on Credit Card Information of record (Contact), for which had to create a custom entity.
We could not use lead, contact and ac...
Display of [Suggestions]
Open a record on [Orders] of [Sales], and register a product from Products subgrid.
[Suggestions] is not displayed unless hovering the cursor it over.
It would be user-friendly if it is selectable to be always displayed or not.
Deafult view to be set as Active marketing list
Issue: User is unable to change the default view from the marketing list view, when the user changes the lookup to Active Marketing List it goes back to associated list view.
Impact: Functionality loss. Not user friendly.
Ask: User should be able to&nbs...