Configurators for Quote similar as in Oracle Big Machine
Hi, Our customers are using Oracle Big Machine and Dynamics CRM. The only reason of using Oracle is they have Configurators functionality. We do not have those inside CRM where we have pre configured or where we can cross and up sell based on different configurator attributes. I would like to s...
Allow creation of custom views on PriceListItem entity
Allow creation of multiple views of price list items so that they can be surfaced in parallel in Price list entity forms.
Allow users to update records with localizable attributes when using a display language other than the base language
As per the following page records that have localizable attributes such as Products can not be updated when using a display language that is not the base language of the organization. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/localize-product-property-...
Native ability to add product images to quotes
There should be a native OOB capability to add standard product images to the product catalog for use with quoting with word templates.
Tax Column in the Opportunity Products Inline Edit View
It's better to have 'Tax' column in the 'Opportunity Products Inline Edit view' which is available on the 'Opportunity 'form and the 'Quote line inline edit' view on the 'Quote' forms
parent of parent of a record
Now it is possible to create a hierarchy in the product catalog with as much levels in your pyramid as you want. The info is all stocked in the hierarchy path field however this is a read only atrribute so this information cannot be used afterwards. it would thus be nice to also have the possibi...
Function for adding option to the Opportunity entity statuses
As it's mentioned on MSDN, user cannot customize status in The Opportunity entity. Title : Add newly created custom fields to the Opportunity Close form URL : https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience#add-newly-created-custom-fields-to-t...
Different company's bank account in the customer Invoice
In the customer invoice (free text invoice, from sale order and project invoice) it would be helpful to manage different company's bank accounts for a specific customer or customer group instead of having just a default one for all the customer invoices. A solution could be the creation of a spec...
Auto save changes in nested grid without collapsing the product bundle after each change
A customer of us is heavily using product bundles. They act as a template, to configure the services, that shall be delivered to their customers. The bundles contain multiple optional products and the users change the quantity and prieces of the optional products according their needs. To provi...
Entity Address available from Quotes and Sales Orders
On Dynamics 365 we have the entity customeraddress. But it's only available from Account. I suggest to be use during the whole cicle of sales: opportunity, quotes and salesorder. We only need to add the addresses related with customer but these addresses have to be selectable from quotes and s...