When "Existing Product" of "Quote Products" is selected, it is automatically entered in "Description".
When "Existing Product" of "Quote Products" is selected, it is automatically entered in "Description".
Please do not enter it automatically in "Description".
Lock Price per unit field on opportunity product when Opportunity is closed
Price Per unit field is available for editing after opportunity is closed (other opportunity product fields are locked). Editing does not affect extended amount value. This causes difficulties in BI reporting when having all fields in report. Extended amount is not equal to Price per Unit times ...
Sequence of products in a word-tempate of offer/salesorder
In the standard-view of “salesorder/product inline-editing” there is a sort-function, used to change the row of a product i you have more than one. But this changes only the sequence on the screen. It does not change the sequence in the word-template. It would be very important that the sequence ...
Function for adding option to the Opportunity entity statuses
As it's mentioned on MSDN, user cannot customize status in The Opportunity entity. Title : Add newly created custom fields to the Opportunity Close form URL : https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience#add-newly-created-custom-fields-to-t...
Possibility to create metrics that are available to all users
Ability to create system metrics, for all users to see in the new pipeline view available in Opportunities.
Currently the creation of new metrics are only available to the user who creates it and while logged in, then they disappear.
It would be interesting to be able to create m...
Ability to create multiple invoices from the last 12 months' worth of orders
Currently, the ability to generate multiple invoices from the last 12 months' worth of sales orders has not been implemented.
When this feature is implemented, multiple invoices can be created from a single order record, which is more convenient for customers.
Sorting in KANBAN view
The KANBAN view was configured successfully for Opportunities, but the setted sorting (descending by revenue) was not adopted in the view in KANBAN. Sorting like it's possible in list views should be supported in KANBAN too.
Make Product creation available in none-base languages
Make Product creation available in none-base languages
Restricted products per Customer account
Missing in 'Restricted products' is the possibility to block sales to a specifc Customer account or Customer group.
In real life, you can have dffent Customers in the same Country and State, but only want to block sales for a specific Customer in the same area.
Path: Pro...
Apply Richtext format from CRM Richtext Control to Word template
during the generation process form a word template the content which is formatted in the crm richt text control is lost. It would be great if this format could be transferred to the Word file. Additionally the font shall be superseded by the font defined in the word template to fit users CD/CI.
Administrator
Admins can create kpis and make it available to all sellers. See details here
Allen Mathias
Principal Engg Mgr
Dynamics 365 Sales