Read only control not working on OOB field "Est. Revenue"
The OOB field "Est, Revenue" should be made read-only by enabling this "Field is read only" check box on the field and have the "Revenue" field set to "User Provided.
I understand that If you select System Calculated, the Opportunity Lines’ Total Amount will a...
Provide more space for Description field on the Opportunity Close form
In Dynamics 365 Sales, the Opportunity Close form has a description field out of the box where a user can enter information about the closing action. The field has customization properties, but the system ignores the property changes to the field. Can we have the size of that 2000 character fi...
Freeze columns in overview
It would be very useful to be able to freeze a few first (left) columns min. 2 - e.g. Opportunity name and opportunity number. By doing so, you can scroll right to another hundreds of parameters and still see what opportunity they belong to. Now when you scroll right, the project name disappea...
Erro na atribuição de registros de oportunidades
Usuários com perfi de leitura em nÃvel de "user" relataram estar ocorrendo erro ao tentar atribuir registros para outro usuário em diferentes módulos do CRM 365.
Ability to Collapse/Expand Sections on the Entities
On the entity forms, where we have lot of fields and Sections, it will be convenient to have Collapsible/Expandable sections so that we don't have to scroll through the entire sections. Sales Force has this feature. Please vote for this ides if you want to have the ability to collapse/Expand t...
Context-Based Filtering of Connection Roles and Entities in the Connection Form
Currently, when creating a new connection in Dynamics 365, users can select from all defined connection roles and entity types – regardless of the source record's entity type (e.g., Opportunity, Lead, etc.). This leads to confusion, incorrect relationships, and inconsistent data quality.
Add custom Business flow to the Kanban Control
Referring documentation: https://learn.microsoft.com/en-us/dynamics365/sales/add-kanban-control
The Kanban view can only be associated with the Sales Process business process flow.
We would like to have other Business process flows (custom) can be associate wi...
Child Entity Visibility
Hi,
I tried adding a product to a new Opportunity, but the Opportunity Product child section isn't visible during creation. It only appears after saving the Opportunity. However, we need the ability to add products while creating the Opportunity.
Fix Aggregation Issues in Columns Sum Function
Currently, aggregate functions in Views and therefore in the Pipeline View returns incorrect values when filters involving related entities are used. This can cause inflated totals, for example, when multiple quotes are linked to the same opportunity.
Proposal:
Opportunity Duplication
I used Salesforce for 20+ years prior to using Dynamics 365. One huge limitation in Dynamics is our ability to manage our renewals in this system. Salesforce had the ability to close an opportunity and then duplicate/clone it. For example, with software subscriptions, they'll renew their so...