Add option to Create Workflow for opportunity Product, quote product, order product


In Dynamics 4.0 I can create a workflow to create an opportunity, quote, order. I'd like to take this one step further and add a step to create the products for the corresponding new quote, order, etc.Business reason why is so I can bulk insert a large number of quotes or orders. Examp...

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Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

System wide alert message, appears on every screen


Is there a way to display an alert message on every CRM screen? Say on the top menu bar. The message would be seen by all CRM users. example message is scheduled maintenance. Message would have expiration. maybe a link to announcement entity.There is an announcements entity but it's too ea...

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Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Allow Quote Detail/Product entity to be used in Email Template


Right now we can create a new email template and it read from the Quote entity. Can we get the Quote Detail/Product entity as well? Reason is so we can email a detailed quote to a customer. Right now sending an email with quote total only (from Quote entity) is useless.Customer needs t...

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2 Comments

Category: General (1431)

STATUS DETAILS
Under Review