Ability to email quote from Report Viewer automatically
It would be very useful to allow users to be able to save and email the quote generated from "Run Reports" . Currently there's no easy way to do this. After you create the report, you have to first convert it to one of the useful formats (pdf, excel, word, etc.) and then you have to either s...
Add "New" button in Sub-Grid control in addition to "+" and list view icon.
Currently when you add a sub-grid in a form, you only have two options available on the upper right-hand corner of the sub-grid: "+" which is "Add xxxx Record" and "list icon" which is "See the records associated with this view". From user experience standpoint, if user needs to add a new rec...
Server-Side Sync issue between CRM Online and Office 365 Exchange Online and POP3 email sync(Leo)
On the current CRM Online release (Leo), after setting up Server-Side Sync (CRM Online with Office 365 Exchange Online), I've noticed the following behavior:
When an email arrives in inbox (Outlook), it took around 2 minutes for that email to show up in CRM contact record (link to conta...
Ability to edit "Price Per Unit" in "opportunity product inline edit view" & user experience improvement needed
Currently it is not possible to edit "Price Per Unit" field in the "Opportunity Product Inline Edit View" in Product Line Items of the Opportunity record. Only Quantity and Discount is editable. Some customers do NOT have default "Price Per Unit" set and/or needs to dynamically enter the "Pr...
Dynamics 365 V9.0 New UI has too much white space
The new D365 V9.0 user interface (Unified Interface) looks nice and its not as functional as it used to be in 2016 web interface.
New UI in web interface looks clean BUT it has too much space between fields. For example, in Lead entity, spacing between fields like "Topic", "...