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