Friday, March 3, 2023

2 Lesser known facts about Dynamics 365 CE (CRM Sales)

 While exploring the default forms and views for Dynamics 365 Sales I understood few facts. It is strange how even after years of experience on the product there are still some things that you have never explored.

I guess the main reason is that these don't impact any implementation in a major way, hence you tend to ignore them, and only find out by accident, like I did. So here are the facts.


1. Discount List forms and views cannot be customized


That's right. When you try to add form and view components for the Discount List table, you'll see that there are no components to be found here. 😲




2. Cannot add some fields on Price List Item views 


When I was expanding the default price list item view to show certain columns like Created By, Created On, Price List (Lookup), Modified By, Modified On. These fields are not available to add on the view, or even on the form.

Did you know?

Comment down below if there is something you discovered that was strange to you.