3

Refresh manually the predictive date on lead/opportunity

Hello AI Team, I think that it wiil be great to manually refresh the preditive data on the Leads or opporutnities directly from the ribbon with a button. Sometimes, even after 24 hours, the data are not refreshed and it's impossible to control when it will apear... Thanks

Read more...

1 Comments

Read more... 1 Comments

Category: Predictive Lead and Opportunity Scoring (3)

STATUS DETAILS
Needs Votes
Ideas Administrator
Hi Julien,
Thanks for your suggestion.
Today the scores refresh every 24 hours.  If the lead/opportunity has not undergone any change there is likelihood that the score doesn't change in 24hrs.
Having said that, we take your feedback and will evaluate whether putting an explicit refresh score button will be helpful for customers.
 
Elad Ben-Yosef
Senior Program Manager
Dynamics 365 AI for Sales  
 
1

Allow Power Automate or Workflows to kick off based a score

I think it would be a good idea to be able to have a Power Automate or a Workflow to kick based on the opportunity scoring. Right now I don't see a way to do this since there is not back-end field value for logic to run off of.

Read more...

0 Comments

Read more... 0 Comments

Category: Predictive Lead and Opportunity Scoring (3)

STATUS DETAILS
New
1

Dynamics 365 SWOT analysis financial key ratios inquiries

Wish there is a future option to easily access or command inquiry access to the legal entity SWOT analysis financial key ratios, in summary and/or in account specifics, for purpose to easily compare, business decision making, industry decision making, or other.


REMARK: This it...

Read more...

0 Comments

Read more... 0 Comments

Category: Predictive Lead and Opportunity Scoring (3)

STATUS DETAILS
New