n dynamic sales, we have three fields: Wattage (Whole Number), Date, and Currency (Currency). These fields are utilized by both regions, India and the USA.
n dynamic sales, we have three fields: Wattage (Whole Number), Date, and Currency (Currency). These fields are utilized by both regions, India and the USA.
Currently, in the application, the default currency displayed is Rupee, which is fine for Indian users. However, when US cus...
block edition when its won
When i won an oportunity i can still edit products page and add atachments i shouldn be available to do that
Add the "Select" Option into the BPF in the "New Look UI" for option set (choice) fields
In the current Dynamics CE UI Version (not the "New Look UI Version"), it is possible to select a value in an option set field and again "deselect" it be changing the value to "Select" what will empty the field value to NULL. However, in the "New Look UI" this is not possible anymore. Once a v...
Need for a Selective Field Copying in the Opportunity Copy Button
Currently, when copying an opportunity using the Copy button, all fields are duplicated. While this feature is effective for copying opportunities, it may lead to data inaccuracies. For instance, auto-generated fields are also copied, which create erroneous data. Actually, there is already a p...
Opportunity stage substage/step as checkbox
Working with opportunity should be easy ans efficient.
It would help if:
1) If there is option to "Pin" subtasks and keep them visible all times
2) if subtasks are as checkboxes not drop down menus
3) consider making subtask window larger as in some cases it looks ridi...
Quote visibility under Opportunity
Hi,
There are workarounds as option but prefernce is to have something out of the box.
When you work with opportunity it would be useful to see number of active quotes next to "Quote tab" or somewhere else. This gives immediate info if there is active quote or not. Annoy...
Possibility to delete a field mapping
Field mappings in managed table relationships should be possible to delete if wanted.
For if you do not want the Topic/Name of an Opportunity to populate a related Invoice, you should be able to delete that field mapping.
This is not possible by design today.
Show Company name - Multi company synchronization
If Dynamics 365 Sales is integrated with Business Central and uses the multi company synchronization functionality, the company name from BC isn't visible by default on the opportunity form in D365 Sales.
Only an ID of the company is shown.
As a result, it is not clear t...
different fields in Form opportunities Close win and lose
I would like to have two different forms for won and lost opportunities so that I can display a wide variety of fields and no one is confused
Feature to filter the date column of a view semiannually
Currently, the feature to filter the date column of a view semiannually is not working; even if the Fisical Period Template is set to semiannually, the view will still be displayed in quarters. This feature would make Dynamics 365 more useful.