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This is connected with these two ideas:

https://experience.dynamics.com/ideas/idea/?ideaid=eeee26f8-ab34-eb11-8441-0003ff68daff

https://experience.dynamics.com/ideas/idea/?ideaid=613b26d0-a9e2-ea11-bf21-0003ff68d4dd


Together that's almost 150 votes... A lot of less popular ideas were implemented.


We're upgrading a lot of companies last and this year and every user that was working with desktop clients is complaining about it. Please consider putting it on a roadmap, cause it's a great and simple functionality and we deeply miss it...

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Absolutely essential for any sales CRM - the ability to filter by owner as well as any custom fields such as an Appointment, Email or Phone Call type e.g. different kind of business development activities.

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Votes don't work

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Very useful!

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This is a realy great idea. As we use this on a daily bases to see what are we posting and the one step to back out is realy not neccesery. I can imagine that this is easy to fix.

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I have the same case with a customer which uses D365 for storage/distribution and another software for production. Production orders from this software are sent to D365 so that distribution can confirm sales order dates to customers. In D365 these production orders are created as planned purchase orders; they are deleted and recreated every day.

When production order is reported as finished, another interface confirms the planned purchase order in D365. If inbound ASN could be added into this process it would be perfect.

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Oops! also fixed asset equipment.


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For worksheets and invoice lines, user expects that by default Excel shows only these fields that are visible on page where edit in excel was initiated.

Currently using edit on Excel to add lines to invoice lines is soooooo not user friendly.

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Can we please have an update on the status of this request?


This would be very beneficial to our production.

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we need this asap


Signed, Max down in my old Kentucky home

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