145

CRM 2013: Add new custom PriceListItem View

Hi,

it would be very handy to allow adding a new view to price list elements.
In our case we need to show the price list items like this:

ProductName | Price | Unit

But for whatever reason the views are not customizable at all, neither I can add my own vie...

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20 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (25)

STATUS DETAILS
Planned
2019 Release Wave 2
Ideas Administrator

Thank you for your feedback.

We are planning this feature as part of the functionality in 2019 release wave 2 in October

Please refer to the following link for more information 2019 Release Wave 2 documentation for Dynamics 365 for Sales

 

Sincerely,

Naitik Shah

Microsoft.

57

Enable customization for some entities: Quote Product, Opportunity Product, Customer Address, Price List Item

Dear MS CRM Team,

You made great enhancement for every rollup and for sure, the SP1 enhancement as well.
It will be greater and more powerful, if CRM open for customization for some entities.
For example: I have requirement from client to link Quote Product to multiple Add...

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6 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (25)

STATUS DETAILS
Planned
2019 Release Wave 2
Ideas Administrator
Thank you for your feedback.
 
Support for customizations of order and quote product entities is available now.
Support for customizations (attributes, forms, public views for Price list item entity) is planned for the coming release. Please refer to the following link for more information.
 
 
Customization support for Address entity is planned and tracked here.
 
Sincerely,
Naitik Shah
Microsoft
 
This posting is provided "as is" with no warranties, and confers no rights.
46

Allow customizations to "Close Opportunity" form

Ability to customize the Opportunity Close dialog box.

(Specifically, allow a user to select a value in the "Competitor" box when the Opportunity has been "Won" so we can see which competitors we are displacing.)

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9 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (25)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!

 

Would like to update you that this capability is planned for 2019 Release Wave 2 in October.

Please refer to the 2019 Release Wave 2 documentation for Dynamics 365 for Sales for details.

 

Sincerely,

Paramita Chatterjee

PM, Microsoft.

 

46

Allow customizations to "Close Opportunity" form

Allow customizers ability to add/remove attributes on the "Close" form just like on the regular opportunity form.

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9 Comments

Read more... 9 Comments

Category: Opportunity, Quotes, Orders, Invoices, Products (25)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!

 

Would like to update you that this capability is planned for 2019 Release Wave 2 in October.

Please refer to the 2019 Release Wave 2 documentation for Dynamics 365 for Sales for details.

 

Sincerely,

Paramita Chatterjee

PM, Microsoft

 

31

Editable Grid in "Opportunity Product" and "Quote Product" entities

We just updated to Dynamics 365 to enable the Etitable Grid feature on our tenant, just to discover that it is not applicable to "Opportunity product" and "Quote product" entities.

My company need it to be able to use the "product" entity to add the product information to the quote, inc...

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6 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (25)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!


Editable grid for "Opportunity Product" and "Quote Product" is supported today. Please refer to the following link for more information
 
Sincerely,
Naitik Shah
Microsoft

27

Extend Create and Export PDF Capability

Hi, It would be very useful if the capability to Generate and Email PDF is extended beyond Quote to other entities Cheers

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6 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (25)

STATUS DETAILS
New
11

Edit Quote Close Form

Need to be able to edit the Quote Close form and customize the pop-up window that displays when creating an order and marking as won or closing a quote and marking as lost. OOB it does not seem like an admin has the capability to do this which is strange to me. This would really enhance the use...

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (25)

STATUS DETAILS
New
5

Enable Base Revenue Recalculation After Exchange Rate Change

Currently if the exchange rate in CRM is updated, the base currency on active records won't be updated to reflect this meaning that calculations performed on the base currency field will typically be incorrect. To resolve this we need a mechanism to force a base currency recalculation on all re...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (25)

STATUS DETAILS
New
5

Mobile offline synchronization - add Quotes entity for mobile offline

Enable the Quotes entity for Mobile Offline synchronization, which will be a great improvement and update for many of the clients, who are using the mobile offline synchronization.

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1 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (25)

STATUS DETAILS
Completed
3

Make possible to create new products using other than the base language

Currently user gets an error message if user tries to create a new product using other than the base language. (User can see "Add Product"-button in unified interface, but when user tries to save product record first time, pop-up error is shown). It is common that environment is created using En...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (25)

STATUS DETAILS
New