Contact Concept for D365
Goal: To create a possibility to store contact persons who work for several companies or have worked for them in the past within Dynamics in such a way that no independent duplicates are created. Status today: In today's Dynamics, the contact person is a separate object to the account; there is...
Expand Hierarchy Sizes in a Forecast or Remove the Hierarchy Sizes Limit (current: 5000)
Summary: Currently the hierarchy sizes limit in a Sales Forecast is just 5000 data which is not enough for the large organization who used the Sales Forecast on selling products which has many different models, variants, and types, the data will be more than 5,000 records.
Goal Roll-Up alternatives
When using goals in Dynamics CRM you only can create goals with SUM fx Amount money or COUNT fx number of records.
A lot of goals uses the AVERAGE formular. Let's say we would set up a goal for average time used on a case or average satisfaction for customers using our service. These ro...
Ability to aggregate cell values in a column on the underlying records grid view
LinkedIn ask
Impact:- Filtering: Reps have a recurring need to filter out specific opps to determine forecasted $ values for specific use cases. One such use case is the need to filter out temp coverage opps in their forecast view to determine $ Outlook that impacts thei...
Allow for sorting in the Forecast Grid
During the set up of the Forecasts, having the ability to set the sort of the opportunities in the Forecast Grid. This would allow you to select showing Opportunities, under the hierarchy in a specific order per grouping. Ie. Forecast is showing opportunities under the manager, then select ...
Forecast should show value Actual Currency field value NOT converted from Base Currency field
Currently the forecast grid is showing a calculation for revenue values based on the base value. This means that if your revenue value is captured in AUD and the system base currency is USD, any currency changes will impact what is shown in the forecast grid over time. The forecast grid should j...
Ensure Goals and roll-ups within take account of currency exchange rates
My Dynamics development partner (Preact in the UK) are telling me that currently 'Goals' and the financial roll-up aspects I have in there do not currently take account of the exchange rate. I have sales people who may have opportunities in either UK£, EU€ or US$ and so rolling these up and takin...
Forecasts by account per calendar year with revenue spread across months
We need the ability to provide forecasts by Account per calendar year, and the revenue dollars need to be spread across designated months rather than allocated to a single month. User needs to be able to define start and end dates on the Opportunity and then enter revenue by month within that ti...
Goals Graph Update
* We have created Goals for some of our Employees. Things are working fine. But when we are checking graph for goals where the Achieved amount graph scale is showing higher then Target set. This needs to be fixed. There should be an option to adjust Graph Scale.
Territory Management Capabilities (ID #4025)
Currently the product lacks the features to address Territory Management from business scenarios especially Sales Automation. Following are the major points:
�
1.�There is no way to define multiple territories, merge/unmerge.
2.�Define territory managers & teams
3.�Share territorie...
Administrator