Business Unit scoping on Estimated Size before Save
Currently, the business unit scoping on a segment doesn't take the business unit into account for Estimated Size unless the user saves the segment first. We would like it to take the current user's business unit into account BEFORE saving since our users have a tendency to do the estimated siz...
Recurrence interval and Recurrence count
Our Client needs the recurrence meeting for the below scenario. I must send 1 monthly reminder to a customer (if he does not pay). I have created a dynamic segment, as soon as the customer has an unpaid debt, he integrates the segment, the journey must be triggered and the customer leaves the s...
Dynamics 365 marketing successful lead task action market value
Future featuring a potential option to assign market value for purpose to valuate marketing efforts and total marketing efforts value, we might not potentially easily identify a successful lead conversion marketing effort estimated cost and market individual record value and general legal entity ...
Dynamics 365 marketing successful lead contact market value
Future featuring the option to associate a market value per every successful lead contact maybe optimum for purpose of market value legal entity valuations. Not featuring a complete legal entity market value valuation other then the conventional credit limits, or potential loans. we may not be ...
Managing financial data - breakeven-analysis etc.
The ability to work better with financial data in the event management tool would be a great advance. Having a subgrid with an Dashboard or Report to visualize financial goals of the event. How Many tickets wear sold, when breakeven is reached etc. Otherwise Power BI would be the only option t...
Customize the unified interface with colour
The Dynamics 365 unified interface needs to be more customizable with colour. Other CRM's have logo's and areas that are less "out of the box". The web site makes it seem like it is up to speed with technology however our team finds it clunky and hard on the eyes.
Dynamics 365 marketing lead preferred sourced or formation
For some reason we/I currently can't identify how a lead may have been sourced created other then email or email templates, not featuring the option to visualize lead sourced and formation, user may potentially not easily future invest in marketing channels. other than the conventional. (e.g. fri...
Dynamics 365 marketing lead records estimates
Future featuring the option to identify, track and query-report by estimated lead records maybe helpful in addition to the conventional sales forecast or sales budgets. Not featuring lead record estimated on a period basis, user may potentially track this action task outside the system.
Assigning inquiry reason codes and security administration to selected or range of records
Future featuring the option to assign reason codes and security administration to selected or range of records when inquiring maybe helpful for purpose of record visual security display or encryption. (e.g. VIP or protected records.)
Budget forecast based on marketing
Wish we future feature the option to initiate a budget forecast (certain ledger accounts or range of accounts) based on marketing elements, hits, emails, replies, etc. Not featuring a budget forecast based on marketing, user may potentially conventionally forecast based on no facts, content, hit...