Contact deactivation status reason must be visible without scrolling on dialogue box
In the new UI, when deactivating a Contact, Status field does not show in the pop-up, it can be accessed only if user scrolls through..
Most of the Users would never identify if there option to select the Status as deactivate button is already enabled.
So we would like to have Stat...
A feature to set the schedule filter for the activity entity on the UI
We need the ability to use schedule filters for activity entities in other entities.
With this feature, we will be able to easily pick up record information in any time period on the UI.
In doing business, it is a very meaningful and necessary feature to be able to easily determine...
Ability to view fiscal year settings in the default environment
The default environment is the default behavior that the fiscal year setting does not display.
Fiscal year settings can be viewed in sandbox and production-created environments.
If you can use the ability to view fiscal year settings in the default environment, it will be easier fo...
Allow one contact (one email address) to be connected to multiple accounts
One contact is very often responsible for multiple accounts and it should be able to connect a contact to multiple accounts. That is possible in other CRM systems, like HubSpot. As this is not possible in Dynamics CRM, we have to create workarounds and create other challenges.
Converting an Existing Appointment to a Recurring Appointment Should Not Require Delete Activity Privilege
If the user converts an existing appointment to a recurring appointment, the system creates the recurring appointments and delete the existing appointment. If the user does not have the delete privilege for the appointment, the conversion fails with the error about missing the delete privilege of...
Timeline Navigation Hyperlinks
The timeline for Unified Interface is "broken". The hyperlink on the left side opens the user entity, when it should open the actual activity. It makes no sense at all to hyperlink to the user entity. Read the blog for details. https://crmkeeper.com/2020/08/12/dear-ms-could-you-please-just-fi...
I need you to disable the "phone" command for the [Activity] entity.
I want to hide the [Phone] command of the [Activity] entity without any third party tools or XML edits. These are unnecessary command buttons for users who don't use them. Continually displaying unneeded command buttons is a hindrance to business efficiency. If you can't hide it, you should be ab...
Hi Masatsugu,
Can we have a call to understand the requirement better.
Regards,
Ashwini
More Than 6 Charts In Dashboard
Would be nice to create more than 6 charts or view in normal dashboards.
lead qualification process
Ability to customize the lead qualification process such as not creating an opportunity if the lead = a specific lead type or not creating a contact if the lead first and last name fields are blank.
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.
Multi-Currency Chart Issues
Can you please add a feature that updates the opportunity Exchange Rate for each individual opportunity whenever the exchange rate is updated/changed in the system?
Here is our situation. We have a multi-national company. The CEO is based out of Spain making our base currency the Euro, but ...
Administrator
Hi Shohei,
Can we have a call so that I can understand this requirement better.
Regards,
Ashwini