12

Fiscal Calendar improvement

Recently I'm working on a CRM 2011 project for a world-class retail client.
Like most other retailers, they use the Retail Calendar for their fiscal month (so 4-5-4 or 5-4-4).

However in CRM 2011, it still doesn't support a more customisable fiscal year settings. In fact, the...

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1 Comments

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for the submission & votes on this idea. This idea was implemented: https://learn.microsoft.com/en-us/dynamics365/finance/budgeting/fiscal-calendars-fiscal-years-periods 

Please feel free to reach out for any additional questions.

 

Thanks,

Revathi Sankar

PM, D365 Sales

resankar@microsoft.com

11

Activity Business Process Flow - Auto save to move to next stage

Next stage button behavior of Activity Business Process Flow (BPF) should not mandate saving the activity before progressing to the next stage.

Currently, users are required to save their updates before moving on to the next stage in the Activity BPF. This behavior is not consistent with...

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4 Comments

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
11

See Competitor Field in the opp close activity

You should be able to display the competitor field in views for activity where activity type = 'Opportunity Close'.

The only way to see the competitor detail in a view is to display the opportunity close entity as a menu option. You cannot create a view in Activities and select Competito...

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0 Comments

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
11

Business Card Scan for German Umlauts

Please enhance the business card scanner to recognize German umlauts like ä, ü, ö and the special character ß as well, so that all business cards can be scanned.

Current behavior is like so, that in such cases neither the firstname nor the lastname are recognized, if one of the attribute...

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0 Comments

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Needs Votes
11

Replace a hyperlink with different text


The account URL cannot currently be replaced with any other characters. For example, by using the string "Click here", it becomes an omitted link and leads to ease of viewing of the view.


For users using the Sales Hub app, the visibility of the view is easier for ad...

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0 Comments

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi,

 

Thank you for the submission. The status of this idea has been updated to 'Needs Votes' to provide an opportunity for other customers to review & upvote for this idea.

 

Thanks,

Revathi Sankar

PM, D365 Sales

resankar@microsoft.com

11

Provide OOB ability to store attachments to Sharepoint/Azure for D365 for Sales

Provide OOB ability to store attachments to Sharepoint/Azure for D365 for Sales Or Provide OOB ability to prevent attachments being attached to Notes and other documents. This request is to help with providing and supporting a consistent experience for users when Sharepoint/Azure is used for d...

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0 Comments

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Needs Votes
11

Hybride Server-Side Synchronization

Dynamics 365 (Online) has a feature to establish a Hybride Server-Side Synchronization with an On-Premise Exchange server. This is a good idea but still however has a downside.

The downside is that Basic Authentication "on the exchange server" is a must in order to establish a succ...

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1 Comments

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
11

BUG: Access denied error when Re-assigning records as a user with Sales Person role

To reproduce the problem, log in as a user with the Sales Person role. Make sure the role only has 'Assign' permission on the user level.

Create an opportunity, account or lead. On the form, click the re-assign button and choose another user in the organisation and click Assign.

...

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0 Comments

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Declined
Ideas Administrator

Tried recreating the issue and the issue no longer seems to occur. Please feel reach out in case you continue to face this issue.

 

Thanks,

Revathi Sankar

PM, D365 Sales

11

Ability to qualify Leads into Contacts and associate to an existing Account *in the dialog box*

Repost from here: http://social.microsoft.com/Forums/en-US/crm/thread/29e3a024-b05d-43cf-9939-3df15630830a

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4 Comments

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!

 

Would like to update you that this capability is planned for 2019 Release Wave 2 in October.

Please refer to 2019 Release Wave 2 documentation for Dynamics 365 for Sales for details.

 

Sincerely,

Paramita Chatterjee

PM, Microsoft.

10

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...

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0 Comments

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New