Commission item group field in lines details of sales order
The field “Commission group” is a field present in article master data, but this field is not present in lines details in the sale order when you insert that article. We expect to have this field inherited from the sales orders Thank you
D365 Sales >> Save custom reports to Sharepoint
Due to the limitation from Word Templates, the Export to PDF feature could not be used on custom reports (rdl). I asked to have the possibility of saving the output from the report directly on Sharepoint if the OOB Sharepoint Integration Solution has been configured. I asked to have the possibil...
Integrate PDF Generation of Custom Entities with Workflows
Thank you for extending PDF Generation to custom entities. This is a great feature! Our sales process is heavily dependent on generating PDF documents and sending to customers. I would very much like to be able to trigger the generation of PDF documents (and renaming them to a specific naming con...
Enhanced PDF generation also on mobile
Hi all, With the Wave 2 release came the great update to the PDF generation. With the capability to rename your document and see a preview, it is really a great enhancement. However, when accessing/using the functionality on the mobile app, it is still the old functionality. Is this somethi...
Opportunity Bulk Close ( Win / Lost )
Allow to Close Opportunities ( WIN / LOST ) in Bulk Edit .
Quotes: Total Tax Calculation does not apply the discount percentage so Total Amount value is also bad calculated
The calculation for Total Tax does not take into consideration the Quote discount (%) discount applied to the quote. 1. The calculation for Total Amount does the calculation from Total Pre-Freight Amount and Total Tax. 1.1. The calculation for Total Pre-Freight Amount takes into consideration th...
Subscription Product Pricing
Subscription Product Pricing is available under PSA module- please make this available under the Sales Module!
Allow customization of new "Add products" quick create
In wave 1 2020 the new feature "Add products" has been added to the opportunity. Unfortunately it is not possible to customize the new quick create form, e.g. change the order of fields or add additional fields to the quick create.
Enhanced filtering options to the Adding Opportunity Products by using wave 1 2020 Update Enhanced Experience
I would suggest to enhance the filtering capabilities beyond the usage of text search and Views - Add custom filters using the new Filtering experience on grids (similar to advanced find) - Add filters based on Products properties, similar to the Metadata Filters on Power Apps Portals Entit...
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.
Quotes are now available for use offline - https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/use-sales-hub-on-dynamics-365-mobile#work-offline-when-you-have-intermittent-connectivity
Administrator
Customization of the product line details is now (2021 release wave 1) suppoted.
Thanks,
Bharath Varadarajan
Dynamics 365 Sales