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

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Category: Predictive Lead and Opportunity Scoring (3)

STATUS DETAILS
Completed
Ideas Administrator
The lead or opportunity score currently shows the last refresh date and time, making it easier to understand when the refresh was done.

Thanks,
Aditya Naik
Product Manager, D365 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.

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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...

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Category: Predictive Lead and Opportunity Scoring (3)

STATUS DETAILS
New