Dynamics Sales SMS Capability | Inadequate Consent management [Long Code Opt In and Opt Out Mangement]
The Dynamics Sales has recently launched the SMS capabilities and provides an ability to have 2 way conversation using long codes. However the solution doesn't provide an ability to configure and manage SMS opt in and opt out for managing consent. Without ...
Cleaning up client profile screen - increasing visibility & implementing logical interface
Profile layout improvement
Current profile layout makes it difficult for users to capture key information that are widely used to perform daily tasks such as loan application, contact management, and keeping track of pipeline and tasks.
It wou...
"Share" function => views
The client needs a view for shares records:
- that means there will be displays only records shared with the users
- in this time there is no column that holds the value for a shared record (in no table)
- I think thi...
STATUS DETAILSNew
Set Wait Time to Include Actual Time
Creating a new sequence with a step that includes set wait time only allows you to choose a date. It does not allow you to choose an exact time.
Account owner details Development
Hi;
I would like to know - how we can do a development where if someone changes the account owner; then in a field the previous owner should reflect in the CRM with the modified date(from audit history we can see but need to export it in excel file).
All previous Activities Modified On field in the Social Pane update when the Owner of an entity is changed
When the Owner of an entity is changed, any activities showing in the Social Pane will have their Modified On changed to the current date and time.
This is a serious issue as historical date and time information is lost. Showing all activities with an incorrect Modified On, implies that...
Last Activity Calculated Field won't filter Owning Business Unit
Yes we can use a calculated field for last activity to rollup the max date of a contact or account or lead easily (see pic of how in my post below). But the rollup field doesn't allow you to filter the owning business unit. It is very common to have more than one unit in the crm so we need ea...
Ship to addresses
Like in ERP account can have different addreses - ship to, invoice to etc. and there can be multiple addreses per account (different shipping locations). CRM should support same logic for addresses as in Business Central where can store different addresses or use Custom address.
Too dark backgroundcolour and blurry when opening a new form to registrate a new contact
When we create a new contact from a tracked email in Dynamics, the background is very dark when the registrationform for a new contact opens.
It´s difficult for the collegues that has visual defects.
The background is grey and blurry, so if we could do the settings by o...
Activity Specific Filter for Timeline Items
As of right now, the Timeline can be filtered down to Activity type. However, there is NOT an option to filter down the Conversation Activity Type. It would be beneficial to be able to filter down to Chat, SMS, and/or Phone channel.