• Show labels from new org chart in regular contact forms

    It would be very helpful to add the ability to view and edit the assigned labels to a contact (Decision maker, Influencer, Blocker & Unknown) from the new org chart (https://learn.microsoft.com/en-us/dynamics365/sales/manage-org-charts#add-a-label-to-a-contact) also in the regular contact forms. Right now the assigned label are only visible in the org chart view which limits the usability of this feature heavily. On the other hand the hierarchy from the org chart is already saved in the regular field "Reports to" on the contact table.

  • Quote Recalculate Button Logic

    By default, it is possible to enter a simple amount (priceperunit) on a project-based quote line (quotedetail) when there are no associated quote line details (msdyn_quotelinetransaction). This is perfectly reasonable.

    At the quote level, there is a "Recalculate" button (msdyn.quote.buttons.Recalculate) that recalculates the quote amounts, such as when role prices in the price list change.

    However, for quote lines without any quote line details, the recalculation logic currently sets the amount of these lines to "0."


    This behavior should be revised, and the correct amount from the quote lines should be used instead.