22

CRM2011: Price List Item Views Not Editable / Missing Key Fields / Not Exposed to Advanced Find

I have a simple requirement to display the following fields on the Product entity in a Sub-Grid for Price List Items:

•Product Name
•Unit
•Pricing Method
•Amount
•Percentage
•Rounding Policy
•Rounding Option

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5 Comments

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Category: General (1516)

STATUS DETAILS
Completed
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.

22

Add the ability to update Price List Items via import

There is currently no way to update price list items in bulk. With other records, you can export, make changes, and re-import using either the import tool or migration tool, assuming you have all the proper handles and guids. There is no way to do this however for Price List Items. Every time ...

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3 Comments

Read more... 3 Comments

Category: General (1516)

STATUS DETAILS
Under Review
21

AddIn for order type Journal

Our idea is to create an entity that gives the possibility to manage lines as well for sales order type "Journal". Actually, it is possible to use AddIn functionality only for sales order type "Sales Order".

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2 Comments

Read more... 2 Comments

Category: General (1516)

STATUS DETAILS
Needs Votes
21

Display Bing Map on a form in Japanese environment as well

Currently, when trying to display Bing map on a form, the link [Click here to view the map] is displayed on Japanese environment. After clicking the link, and transit to Bing Map page on another tab of the browser. Bing Map is displayed on a form on English environment, so it would be much bette...

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0 Comments

Read more... 0 Comments

Category: General (1516)

STATUS DETAILS
Needs Votes
21

Update Invoice Product through workflow (also Opportunity Product, Quote Product, Order Product)

What is especially bad about not being able to do this is that you can create a Workflow for the Invoice Product entity, you are just unable to make changes to the record that you are initiating the workflow form... I understand that there is a lot of validation and filtering and calulcations ...

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1 Comments

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Category: General (1516)

STATUS DETAILS
Under Review
21

Allow to customize Price List Items view

..today is not possible for instance to add the 'Amount' field which would be pretty useful.
I can't see the point in not allowing to customize the views associated to price list items.

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1 Comments

Read more... 1 Comments

Category: General (1516)

STATUS DETAILS
Completed
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.

21

Add the ability to update Price List Items via import

We need the possibility to import ALL entities in CRM. I don't understand why you limit any entities for import.

fx pricelist items, order products, invoice products

Especially we need to be able to import many-to-many relations on all entities.

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8 Comments

Read more... 8 Comments

Category: General (1516)

STATUS DETAILS
Under Review
20

Restore one record from a backup.

He wants to download one record from the backup, eg Customer with timeline, e-mail, sales opportunities ... and transfer it to production.

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0 Comments

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Category: General (1516)

STATUS DETAILS
New
20

Feature to edit and sort records displyaed in Lookup Field in view that has view filter

When a Lookup field is placed in the View column and a view filter is applied, all record names for the target entity are displayed in ascending order.

The current default behavior is that it cannot be changed because it is tied to the information in the primary field.

However, we ...

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0 Comments

Read more... 0 Comments

Category: General (1516)

STATUS DETAILS
New
20

The order of the products in the generated Quote Word template is incorrect.

Within the Quote form, I add many Quote Line products, and reorder them, bringing some high up in the order. Then I generate this Quote into an OOTB Word template "Quote summary". However, the order of the Quote Line products in the Word template is not adjusted, but the original order in which I...

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4 Comments

Read more... 4 Comments

Category: General (1516)

STATUS DETAILS
Needs Votes