Please enable users to edit the Opportunity Close Form
There is no supported way to add new field or delete existing field in order to edit the Opportunity Close Form.
"Hierarchy" icon on UCI
On Web Client Interface, "Hierarchy" icon is displayed on the left side of the records which has "record hierarchy" in the view screen. On UCI, only [View Hierarchy] button appears when you check the record which has "record hierarchy", but "Hierarchy" icon never be displayed. It is impossible...
"Check your access to a record". Needs improvement as the list of "who has access" is incorrect
Issue: When checking "Who has access" in the check access feature, the list shows disabled users which do not have access to the record. The list also does not show the Global admins or other users Outside the Business units of who have access to the records.
About the display name of the Potential Customer (msdyn_account) column in the Order (salesorder) table
About the display name of the Potential Customer (msdyn_account) column in the Order (salesorder) table
I believe the Potential Customer (msdyn_account) column is the related column to the customer who ordered the product.
So I guess that means a genuine customer, not a ...
Feature to specify multiple entities in an Excel template
Currently, we can only specify one entity when creating an Excel template. However, Word templates can specify multiple entities. I cannot accept the current behavior that Word has the feature, but not Excel, and and I think it should be improved so that Excel can also specify multiple entities. ...
Restoring feature for deleted Records in Dynamic 365 Sales Online version
Based on my experience, when a Record is deleted from Microsoft CRM Online version, the deleted Record cannot be retrieved unless the associated Environment backup is restored to the time before the Record deletion.
Microsoft Support Team informed me that there is a Community ...
Automatically expand multiline text fields inside quick view forms
For better readability and overview we require to have auto-expandable multi-line text fields on quick view forms which are used on the main forms. Currently, we can only see the first two lines.
Editable Grids - Need Sub-totals in the Grid
Our development team built a custom tool years ago before we had Editable Grids as an option; now we are working towards switching our field to Editable Grids. We have a small pilot group using Editable Grids, and feedback our team received immediately, also feedback that we built into our custo...
Mail Merge from Web Client
It would be beneficial for users to be able to run a mail merge from the web client without having a ton of different clicks once they get in Word. We are web based users and having to go into outlook to run a mail merge is the worst part of this product.
Feature to enable end users to make customization
Currently it is hard to let end user to make customization in D365 Sales. I would like following improvements so end users can make minor modifications by them selves.
- Introduce a role that will allow users to edit forms and views on an entity-by-entity basis so that the...
STATUS DETAILSNew
Administrator
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience
Sincerely,
Paramita Chatterjee
PM, Microsoft.