1

Address lookups & Consistency

We are just implementing D365 Sales Professional that i thought would be a good out of the box solution. When putting the quotes module together, I see that the Bill to and Ship to address system is unable to look up address details from accounts or contact address information. Instead the only p...

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
New
1

Add Condition in Word Template

Allow to introduce conditionals in the Word templates of Quotes, Oportinudades, .. For example IF quotenumer = 'QUO-32' "OK" "KO"

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
New
1

Convert to Opportunity with auto-populating account + contact

We have a demand that opportunities should automatically include account + contact, when converting from an activity. Usually our activities set against a contact, which in most cases has a connection to an account. By "convert to" opportunity we have to set either the contact or the account ma...

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
New
1

Line numbers after the decimal point on a sales order and sales quote

Currently there are 10 numbers after the decimal point on a line on a sales order or sales quote, for example, 1.000000000, and there is no way to modify unless there's a customization. Would be nice if an admin was able to reduce the numbers on the lines after the decimal point, possibly through...

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
New
1

Batch Opportunity Adds

It would be a huge time saver to be able to enter a like opportunity, that applies to all Child Accounts, into the Parent Account so that it would then apply the opportunity to each Child Account without the need to go to each Child Account and create an individual opportunity. This would be a ga...

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
New
1

Clone price list and its items

The prices of products are periodically updated according to commercial rules. Usually only 10% of the products on the list have updated prices. When this happens, we deactivate the old price list and create a new one with the same products, as we want to keep the price history. It turns out that...

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
New
2

Warning infolog - Address has changed

After address is updated for a customer who already has a sales order, when user goes back to the Sales order system throw info log that address has been changed. The warning is useful if it displayed once, or every time you view that sales order. However, the warning seems to encounter an endles...

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
New
11

Make the currency symbol on currency fields customizable

At the moment it is not possible to customize currency fields as a developer would expect. Under specific circumstances we have the following behaviour: When you have a custom entity with a lookup on currencies and a currency field, the symbol that is shown in the currency field will only orient...

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
New
8

Edit related table records directly from another table’s main form, only specific information from core entities

Hello, This suggestion refers over to https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/form-component-control?WT.mc_id=BA-MVP-5000177 I want to display and edit related Account information on my Opportunity. However when using core entities such as Account, the account form i...

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
Needs Votes
1

Respect SequenceNumber in templating details for Quote, Invoices, Orders, etc...

I think the appropriate field to do the ordering of the entity details should be the SequenceNumber field (which have more semanthic value) instead of the actual CreatedOn field, since we have control on one but not the other. This will be a very valuable setting, in which enables third party in...

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Category: Opportunity, Quotes, Orders, Invoices, Products (94)

STATUS DETAILS
Needs Votes