1

Show Calendar View Control Button at the beginning of the ribbon

I have the following use case: Sales users often use the calendar view control that can be added to views, as described here: https://community.dynamics.com/365/b/omarzaarour-transform365/posts/using-the-calendar-control-view-in-the-unified-interface The problem is, that the ribbon button is "...

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
3

Ability to customize create opportunity for marketing list members form

When creating Opportunities from a marketing list, the form that pop up used to be the customizable quick create form for Opportunities. Now it is a Modal form which we cannot edit. This is hugely disruptive to our workflow and we would love to see the ability to be able to edit this form again. ...

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
7

Possibility to upload customs fonts for "export to pdf" function

When I upload a word template to Dynamics 365 and then use the function "export to pdf", the custom fonts will be converted to a standard font. It would be great to have the possibility to upload custom fonts in Dynamics 365.

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3 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
1

Allow editing the columns for the enchanced multiple product adding experience

We really like the new experience for adding multiple products to opportunities. However when we try to customise the view's columns in order to show different information about the products, these customisations don't carry through. It would be great to add this as a couple of clients have asked...

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
1

Please add ability to convert PDF and Word documents created in Customer Engagement to Excel retaining format

Customer Engagement provides the ability to produce documents using word templates in PDF or Word form. Please provide a way for us to take those documents and convert them into excel worksheets. I have tried the suggestions online for converting the documents, but the format is not retained,...

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
1

Email Format

Can you develop a way that when I create an email in an opportunity the same format and signature comes up as it does in my outlook 365 email ?? Thanks

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
1

Dynamics Email Signature

The current email signature creation is terrible. Can you simply make it the same as outlook email signatures...or use current email signatures in outlook ??? I can not properly insert my company logo:(

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
1

Price Offer - Email as PDF should auto-populate the TO: with the Contact and NOT the Account

If I have an opportunity, that is with an account with a primary contact (with an email address), and the opportunity has a contact specified (different from the primary contact on the account), and I create an email from the timeline, it adds the contact listed on the opportunity as the TO addr...

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
1

Lines shifting when entering during quote process

When creating the quote, when manually adding a line at the bottom, it populates randomly at the top portion. for example adding line 17 to a quote actually ends up adding the line at 1.5 We would like it to add the line in the next sequence, so in the example if we were on 17 we would want it t...

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New
2

Auto charges

I suggest to develop a parametric module for Auto charges for sales order where i can setup Auto charges calculation for the field that i want of sales order and sales line

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Category: Opportunity, Quotes, Orders, Invoices, Products (66)

STATUS DETAILS
New