Sales Order Creation
I create lots of sales orders for the same customer that have the same charges/items just for different dates. It would be so much easier if I could select one of that customers previous sales order and replicate it in the same way that you can a purchase order so that I would not have to manu...
Prospect Quote Sync to F&O using Dual Write
Currently if you quote a "prospect" this does not sync to F&O - which when using Master Planning to forecast stock and create planned orders using "future quote demand" provides a limited view of stock requirements. As a business we do not want 10,000 "customers" creating in F&O which will nev...
Feature to show multiple Entitlement records based on Accounts when creating Quote record in Entitlement subgrid
Currently, we cannot filter Entitlement based on Accounts when creating Quote record in Entitlement subgrid.
All the entitlement records are displayed.
If we can filter Entitlement based on Accounts when creating Quote record in Entitlement subgrid, it would be user-friendly.
Make Bill-to Name editable for user defined adrress
The standard offers 3 options for "Invoice to"/Bill-to:
1. Standard (Customer)
2. other customer
3. user defined address
With option 2. you can enter the name and if it doesn't find one, it suggests creating the customer, that's great and correct.
Format Yes/No as Toggle ior Check box in Business Process Flow
Currently, a Yes/No type field shows as a Check Box in a Business Process Flow.
It would be nice to show as a Toggle - like on a form
Pete
All Products and Families Bundles (add Unit Group, Default Unit, and Decimals Supported to out of the box software)
All Products and Families Bundles (add Unit Group, Default Unit, and Decimals Supported to out of the box software)
The user cannot add any uploads via the online excel without these additional criteria. The only method without customizing views or software is item by item. Th...
Display pipeline phases on Opportunity comparing the specific past time
On Dynamics 365 Sales, we want the function which can display pipeline phases on Opportunity comparing the specific past time.
For instance, displaying the report showing report or charts regarding both current month and last month can instantly tell us the Opportunity flow.
It wou...
Auto Populate Quote Name on Export to PDF
Login to CRM
Open the Sales Hub App
On the Sales Menu, Navigate to Quotes
Open the Quote Record and click Exp...
PDF/Word IF-Statement support and change field properties of default fields
Hello,
I recently had two problems regarding CRM Dynamics, which also could not be solved by the support. The reason given was "Decision By-Design" and I was told to submit implementation ideas as it is unclear whether this will be considered by the Dynamics t...
When "Existing Product" of "Quote Products" is selected, it is automatically entered in "Description".
When "Existing Product" of "Quote Products" is selected, it is automatically entered in "Description".
Please do not enter it automatically in "Description".