Extend enhanced add products experience to quote entity


With 2020 Release Wave 1 the new "Extended add product experience" has been added, which allows to add multiple existing or write in products at one to an opportunity and which comes with filtering capabilities based on views or product families. Details see: https://docs.microsoft.com/en-us/dyn...

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Category: Opportunity, Quotes, Orders, Invoices, Products (146)

STATUS DETAILS
Planned

Auto save changes in nested grid without collapsing the product bundle after each change


A customer of us is heavily using product bundles. They act as a template, to configure the services, that shall be delivered to their customers. The bundles contain multiple optional products and the users change the quantity and prieces of the optional products according their needs. To provi...

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Category: Opportunity, Quotes, Orders, Invoices, Products (146)

STATUS DETAILS
Under Review

Allow to limit results in "Filter By" for lookup and customer fields on views


Often you have different flavours of an entity, lets take account as an example, where you could have "business accounts" and "private customers". If you now want to filter a lookup field, e.g. on an opportunity, to only return "private customers" you can apply a view to this lookup field on a f...

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Category: Unified Experience: Search, navigation and performance (1121)

STATUS DETAILS
New

Allow to define attributes to be exported


Some months ago it was possible to define which attributes of the customer profile can be exported using the SFTP export destination. But with a recent update this functionality disappeared. Please add it again and also add it for other connectors like Azure storage account. Because if you want...

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Category: Outbound Connectors and Extensibility (1)

STATUS DETAILS
New