27

Rich Text Capability to other fields in Entity forms like it is for the Email form.

Rich Text Capability to other fields in Entity forms like it is for the Email form.

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2 Comments

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Category: Account, Contact, Calendar and Activity Management (459)

STATUS DETAILS
New
25

Allow Merging of records to use synchronous processing

This applies to multiple Dynamics 365 products. Starting in August 2020, merging records became an asynchronous operation (https://docs.microsoft.com/en-us/power-platform/admin/async-cascading) This was not a helpful change and is making the system less efficient to use. Most end-users don’t kn...

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1 Comments

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Category: Account, Contact, Calendar and Activity Management (459)

STATUS DETAILS
New
22

Bundle and Invididual Product Items Quantity are not synced each other

We found that if we have 1 Bundle that consists of 3 Products.

*Bundle Package A
- Item A.1 qty: 1
- Item A.2 qty: 2
- Item A.3 qty: 5

Then if we put Bundle Package A as offering to customer through Opportunity, Quote, or any entity with Product Lines, i...

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1 Comments

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Category: Account, Contact, Calendar and Activity Management (459)

STATUS DETAILS
New
19

option not to convert the lead to opportunity when it is qualified

This request is based on case# 113070410564152 reported by CEC.

Currently a lead is automatically converted to account, contact and opportunity when we qualify the lead.
The customer would like to choose whether or not to convert it to opportunity.

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6 Comments

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Category: Account, Contact, Calendar and Activity Management (459)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales

Sincerely,
Paramita Chatterjee
PM, Microsoft.

18

Addresses in CRM - Country Selection

We would like the country field in customeraddress to be presented as a drop down list that displays description and stores the ISO code. This would be for Account, Contact, Lead, and More Addresses. We have written our own customization for this, but it would be nice for it to be part of the ...

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7 Comments

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Category: Account, Contact, Calendar and Activity Management (459)

STATUS DETAILS
Under Review
18

MVP BUG: AddMember and AddListMembers messages don't fire when using Advanced Find to Manage Marketing List Members

If a user uses the Advanced Find method to add members to a marketing list, and selects the option "Add all the members returned by the search to the marketing list", the AddMember and AddListMembers SDK messages are not sent to the platform, meaning that a plugin cannot be fired when this met...

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3 Comments

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Category: Account, Contact, Calendar and Activity Management (459)

STATUS DETAILS
Under Review
16

2020 Wave 1 Kanban board should allow other business process flows

The new Kanban view in 2020 Wave 1 only displays the default business process to be used and viewed. Many customers and partners will leave the default process and create a new one for their use, and these new ones will not be reflected in the kanban board. In addition, split processes don't work

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5 Comments

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Category: Account, Contact, Calendar and Activity Management (459)

STATUS DETAILS
New
16

MVP Bug - Lead - 'companyname' field in view

On Lead - cannot add 'companyname' field to system created view without workaround.

REPRO:
Lead entity -> open All Leads view
Add Columns
Look for 'companyname' -> it does not appear in the list of fields under Record Type = Lead

WORKAROUND:
Cha...

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5 Comments

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Category: Account, Contact, Calendar and Activity Management (459)

STATUS DETAILS
Declined
Ideas Administrator

Bug

16

Informative message when duplicate is detected

When a duplicate is detected there is no message given to the user what field is triggering the duplicate detection rule.

There should be a message saying i.e.
"An account with the same value in is already registered"

Today you get a message saying there IS a duplica...

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1 Comments

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Category: Account, Contact, Calendar and Activity Management (459)

STATUS DETAILS
Under Review
15

Default Font of Email Activities

As a user I would like to be able to change the default font for all Email activities. After the new e-mail editor was introduced with the Wave 1 in April 2020, the default font, set on the platform, is “Segoe UI”. I can change that font manually, each time I am editing an e-mail. Currently the...

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0 Comments

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Category: Account, Contact, Calendar and Activity Management (459)

STATUS DETAILS
New