14

Record summary for custom table

Hi Team,


Based on our current usage of the Copilot service, the Opportunity Record Summary feature has proven highly effective in helping sellers identify opportunities and maximize profits. However, this functionality is currently exclusive to the Sales Hub, which may not be ...

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Category: Opportunity (258)

STATUS DETAILS
New
0

Read only control not working on OOB field "Est. Revenue"

The OOB field "Est, Revenue" should be made read-only by enabling this "Field is read only" check box on the field and have the "Revenue" field set to "User Provided.


I understand that If you select System Calculated, the Opportunity Lines’ Total Amount will a...

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Category: Opportunity (258)

STATUS DETAILS
New
7

Provide more space for Description field on the Opportunity Close form

In Dynamics 365 Sales, the Opportunity Close form has a description field out of the box where a user can enter information about the closing action. The field has customization properties, but the system ignores the property changes to the field. Can we have the size of that 2000 character fi...

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1 Comments

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Category: Opportunity (258)

STATUS DETAILS
New
1

Freeze columns in overview

It would be very useful to be able to freeze a few first (left) columns min. 2 - e.g. Opportunity name and opportunity number. By doing so, you can scroll right to another hundreds of parameters and still see what opportunity they belong to. Now when you scroll right, the project name disappea...

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Category: Opportunity (258)

STATUS DETAILS
New
1

Erro na atribuição de registros de oportunidades

Usuários com perfi de leitura em nível de "user" relataram estar ocorrendo erro ao tentar atribuir registros para outro usuário em diferentes módulos do CRM 365.

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Category: Opportunity (258)

STATUS DETAILS
New
1

Ability to Collapse/Expand Sections on the Entities

On the entity forms, where we have lot of fields and Sections, it will be convenient to have Collapsible/Expandable sections so that we don't have to scroll through the entire sections. Sales Force has this feature. Please vote for this ides if you want to have the ability to collapse/Expand t...

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Category: Opportunity (258)

STATUS DETAILS
New
2

Context-Based Filtering of Connection Roles and Entities in the Connection Form

Currently, when creating a new connection in Dynamics 365, users can select from all defined connection roles and entity types – regardless of the source record's entity type (e.g., Opportunity, Lead, etc.). This leads to confusion, incorrect relationships, and inconsistent data quality.

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Category: Opportunity (258)

STATUS DETAILS
New
8

Add custom Business flow to the Kanban Control

Referring documentation: https://learn.microsoft.com/en-us/dynamics365/sales/add-kanban-control


The Kanban view can only be associated with the Sales Process business process flow.


We would like to have other Business process flows (custom) can be associate wi...

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Category: Opportunity (258)

STATUS DETAILS
New
1

Child Entity Visibility

Hi,


I tried adding a product to a new Opportunity, but the Opportunity Product child section isn't visible during creation. It only appears after saving the Opportunity. However, we need the ability to add products while creating the Opportunity.


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Category: Opportunity (258)

STATUS DETAILS
New
10

Fix Aggregation Issues in Columns Sum Function

Currently, aggregate functions in Views and therefore in the Pipeline View returns incorrect values when filters involving related entities are used. This can cause inflated totals, for example, when multiple quotes are linked to the same opportunity.


Proposal:

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Category: Opportunity (258)

STATUS DETAILS
New