Pipeline Manager - Opportunity Score added to side pane
We have added the ‘Opportunity Score’ field to Opportunity form. But when trying to add the same field in pipeline manager side panel its unable to locate the field from the list. This would be a benefit to our users to see this score available rather than having t...
Export sales forecast data in sales hub to excel
How to export sales forecast data in sales hub to excel ? As forecast is the component which Stores sales predictions for your team or organization. For internal use. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/msdyn_forecastinstance?view=dynamics-ce-odata-9
Sales Premium Forecasting - Trend & Flow tab
1. Under Flow capability, in the snapshot flow’s Pipeline Management view, if we can have a facility where we can set the view to be used in this window so we can add more relevant info (columns), just like what we have in the grid - underlying records view.
Kanban View in Forecasting not filtering when selecting through drill-down entities
The Kanban view's functionality at the drill-down level is not working as expected.
However, when displayed as a Table, the filtering capabilities at the drill-down level are functioning correctly.
Make it possible to set Quota not only to Hierarchy entity but also for the drill-down entity like User
The current Quota template by Microsoft lacks the functionality to set specific quotas for drill-down entities.
For instance, in the Product forecast section where we have the Product hierarchy...
Same datatarget but different APP
Hi!
Our customer has a large solution built around users using different apps but in some cases accessing the same target data. However, an error occurs when the colleagues at the company copy the URL and send it to a colleague who uses another app, then the person does not ha...
Product Category Sales Goals for OSR's and ISR's
We would like the ability, in the SoCal market, to add the following category goals for our OSR's and ISR's in USD. Ideally these would auto-populate daily with sales figures into USD.
- Lighting
- Switchgear
- Wire & Cable
- Misc. Materials
Forecastion. Allow to Download Quota Template using a selected owner in the hierarchy
The template provided for Quota just contains the Sales person hierarchy. We need to provide the file to the country managers in the organization, but it is not possible to split the file, because we do no have additional data.
What needs to be changed:
Allo...
Update solution package "msdyn_SalesIntegrationsAddOns" from PPAC directly
- Since "msdyn_SalesIntegrationsAddOns" isn't included in environment DB template.
- So it will not get latest version when Reset/New environment.
- Wish user can run update manually from CRM
More custom rollup fields in Goals
There are only 3 rollup fields: actual, in progress and a custom rollup fields. But business requests to have more. Can we have more custom rollup fields?