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
Should be able to add other OOB entities(e.g. contact) as well as custom entities in the related entity for opportunity scoring model
Raising this Idea on behalf of customer " We Are Electric Limited". They want to know how they can add other entities in the related entity in Opportunity Scoring model. As of now we have opportunity as primary entity and account as related entity option. They have a good amount of data of the...
Should be able to add other OOB entities(e.g. contact) as well as custom entities in the related entity for opportunity scoring model
Raising this Idea on behalf on our customer " We Are Electric Limited". They want to know how they can add other entities in the related entity in Opportunity Scoring model. As of now we have opportunity as primary entity and account as related entity option. They have a good amount of data of...
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.
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...
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Thanks,
Aditya Naik
Product Manager, D365 Sales