Copied feature will generate a new value for autofill column
The copied opportunities feature is copying the value of autofill column (Custom Column). The requirement is to generate the new value for autofill column and make it be unique.
I would like to request a modification to the Product View of the Parent Price List in Dynamics On\-Premises so that the filter criteria can be changed.
Request
I would like to request a product enhancement for Dynamics 365 Sales to allow editing of the filter criteria for the "Products in Parent Price List" view used in the Opportunity Product Quick Create form in Dynamics 365 Customer Engagement (on-premises).
Background
Improvement to "Copy Opportunity" (preview) function
Allow Administrators to Exclude, Clear, or Regenerate Custom Fields When Using Copy Opportunity
The new Copy Opportunity feature in Dynamics 365 Sales is an excellent addition and has significant potential to improve efficiency when creating r...
Charts – unreadable labels (customers, salespersons, etc.) - Make them readable when expanding chart
Hi,
We identified a general usability issue in Dynamics 365 Sales charts across dashboards. Labels on chart axes (e.g. customer names, salesperson names, etc.) are truncated and not fully readable This...
Export to Excel should respect column header filters in model-driven apps
In model-driven apps (Dynamics 365 / Dataverse), users frequently apply filters directly from column headers within grid views as part of their daily workflow.
However, when exporting data using Export to Excel or Open in Excel Online, these column-level...
The summarization feature within the Copilot in the Dynamics 365 Sales app is not functioning for fields that have been enabled.
Although the summarization for the account table has been enabled via [App Settings] - [Copilot] - [Opportunity] in the Dynamics 365 Sales app, there are cases where the summarization of specified items works and cases where it does not.
Since this feature relies on AI to gene...
Tags and Auto Tags
People love using tags. Whether we’re organizing tasks in DevOps or curating posts on LinkedIn or Instagram, tags are a simple yet powerful way to categorize information. They help us group, filter, and discover data effortlessly.
Dynamics 365 Customer Insights already support...
The hidden configuration for the Status Reason column choices should remain intact after export and import.
This ensures that all visibility settings applied to the Status Reason choices are preserved when moving solutions between environments. Customers should not have to manually reconfigure these settings after importing into a new environment, especially when the solution includes an unm...
Opportunity Pipeline View is not working in Associated Views
We have defaulted our Views and Opportunity View to the Pipeline View, However, this is not working as an associated View on Accounts - it presents all Opportunity data instead of presenting only Opportunities associated to the Account. Although we have the workaround - click on Read Only...
Enable Full Support for "Above/Under" Filtering on Owning Business Unit in Dynamics 365 Views
Currently, in Dynamics 365 (specifically on the Opportunity entity), the system UI sometimes displays the “Above/Under” hierarchical filter option for the Owning Business Unit field. Users are able to select the operator initially, but when th...