146

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 (180)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

Dynamics 365 Sales allows customizing the out the box PriceListItem view from 2019 release wave 2. You can now add any additional columns to the price list item views and view additional details of the items - which is the core ask in in this idea. 

Please note that the creation of new views is still restricted. If you have a need to create custom views, please upvote this idea and elaborate your scenario in the comments.

 

Sincerely,

Bharath Varadarajan

Product Manager, Dynamics 365 Sales

99

Order entry by external customer item

Allow an order line to be generated from the customer external item number. Most customer PO's we get use their own external customer number that we maintain for shipping documents and COA's but we would like to be able to enter the external item number and get back to our released item number...

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6 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for the suggestion. Attaching an article from the dynamics community on how to link order line item to external customer item:
https://community.dynamics.com/ax/b/dynamicserpprosax/posts/displaying-external-item-numbers-on-purchase-orders-in-microsoft-dynamics-ax 

Please feel free to reach out if there are additional questions.
65

Display 6 fields in 1 line in a form like Quotes and Invoices on UCI.

When placing 6 rows of fields in a form, such as Quotes and Invoices on UCI, we could no longer display it as 1 line. With WebUI, it was possible to display 6 fields as 1 line. With UCI, the maximum number of fields that could fit in 1 line is 4. When wanting to display 6 fields, it splits ...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
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 (180)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback.
 
Support for customizations of Opporunity Product, Order Product and Quote Product entities is available now. Custom attributes can also be added to Price List Items. Out of box views of Price List Items can be also be customized.
 
Customization support for Address entity is planned and tracked here.
 
Sincerely,
Bharath Varadarajan
Product Manager, Dynamics 365 Sales
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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19 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Completed
Ideas 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.

41

Different company's bank account in the customer Invoice

In the customer invoice (free text invoice, from sale order and project invoice) it would be helpful to manage different company's bank accounts for a specific customer or customer group instead of having just a default one for all the customer invoices. A solution could be the creation of a spec...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes
36

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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7 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

Thank you for your feedback. We would like to update you that Custom entity support for PDF document generation this is planned for 2020 Release Wave 2. Please refer to https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales/simplify-document-workflows-enhanced-pdf-capabilities for Dynamics 365 for Sales for details.

Sincerely,
Paramita Chatterjee
PM, Microsoft.

 

34

Make "create a revised quote" customizable

Make the field "created a revised quote" in Quote Close Dialog customizable, that the setting is not standard "Yes" but can also set to "No" (no revisions will be created on the Close Quote dialog)

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2 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
New
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 (180)

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

29

Make the currency symbol on currency fields customizable

At the moment it is not possible to customize currency fields as a developer would expect. Under specific circumstances we have the following behaviour: When you have a custom entity with a lookup on currencies and a currency field, the symbol that is shown in the currency field will only orient...

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0 Comments

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Category: Opportunity, Quotes, Orders, Invoices, Products (180)

STATUS DETAILS
Needs Votes