Quick campaign phone call distribution
When distributing a Quick Campaign Phone calls, distribute them one after another deppending on their duration instead of all at the same time.
Edit orderclose form
Allow the orderclose form to be edited, in the same way as the opportunityclose form.
Allow values in Option sets / Choices to be marked as inactive
Allow values in Option sets / Choices to be marked as inactive, so that existing data can show them as values, but that they are then not offered as a value when updating data
Unable to use enhanced experience for adding products for Product with 0 price
Unable to use enhanced experience for adding products for Product with 0 price
getting error " The Price Per Unit field is missing for some of the selected products. Enter the missing information to add the products." while adding product...
Splitter
activate splitter in sales order like how it is in "where used", it will save a lot of time, in our sales department,
they spend a lot of time scrolling up and down, minimizing, to be able to see all lines
Cannot enter product lines in opportunity form
Cannot find + new product button in opportunity form in Dynamics App for Phone in both phone and tablet - we would like to have this feature as what we see in web version (in web version, it will pop up a new screen for user to select the product items (add) and change the value in editable gr...
Customer Pricing and Discounts
The pricing and discounts should allow for customer and customer group pricing and discounts.
It should replicate what Business Central does for pricing and discounts in D365 Sales.
Doing this allow the user flexibility when setting up pricing which is essen...
Business rule should not work in an active quote.
Currently business rule are working although the quote is active. So sometimes users get an error because due to the data protection law they can not edit active quotes.
So I suggest that the business rules do not work when the offer is active.
Enable to sort formula fields
Currently, sorting of fields that have built-in formulas is not possible.
Even if you want to sort the Formula Fields, you cannnot sort it, due to the system.
Therefore, I hope dynamics 365 will have a function that can sort the formula fields.
Add Filter in Opportunity Products Add product View
Currently we are not able to add the filter in Opportunity Products Add Product View. We have a client requirement that we need to filter the products based on a field in Product so that users will not be able to add Competitor's products to the Opportunity.
We are able to wr...