Custom Model Injection for Sales Qualification
- During Lead Qualification process allow a panel to inject custom model as per business requirement based on user defined criteria similar to customer journey in Dynamics 365 Marketing unlike current Hot Lead, Warm Lead or Cold Lead only.
- Define custom lead assignation algorithm bu...
STATUS DETAILSNew
Allow "Record Set" to be enabled on entity views
When viewing a specific entity in Dynamics Sales (Leads in this case), our teammates love the "Open Record Set' option that is available only when you open a specific Lead record. Our younger Producers who often work between 50-100 records in a given day would like that view to be able to sho...
Lead disqualification
There is still a lot of ambiguity in the definition of a lead:
- older version of Dynamics CRM: unqualified data that has to be checked
Current version of Dynamics CE: a potential opportunity
This implies the following:
- Qualified = the marketing...
STATUS DETAILSNew
Choose Primary Record when Merging Lead Contact through Duplicate Pop Up Notification
Recently, we have been having an issue that we haven’t encountered before. When we merge leads using the duplicate pop up notification and go through the process of setting up the merge specifications, the system marks the wrong lead as open and the other as Disqualified/Lost. Please allow use...
Custom My Open Leads
It would be helpful, if not useful, to be able to personalize the columns in the list view of "My Open Leads". I target multiple different independent retail and specialty retail channels; healthcare, fitness, outdoor, CE, transport, etc.... As I develop my leads, I would like to be able to sor...
Dynamics address book contact network formula
Wish we future feature a address book contact network formula, for purpose to assess contact key ratios from type of network and/or overall network. Not featuring a potential key ration contact ratio, user, may potentially calculate relationship networks outside the system. if necessary. (e.g. e...
Dynamics 365 marketing contact network directory
For some reason, I/we currently not easily visualize contact network directory or advanced directory by sector or line of businesses. Not visualizing contact network directory by type of network (e.g. basic, standard, advanced) and/or by business sector or line of businesses, user may potentiall...
Business Rule to Update a field On Create Record Event
Hi, I am having a custom form where, I enter my day-to-day activities done for a Lead. I have a custom field that will show the "Latest activity" alone. Currently I have to manually copy the values from the last entered activity from the list and paste into the field "Latest Activity" along with ...
BUG on Enhanced Opportunity Products adding experience in wave 1 2020 update
Somewhere between version 9.1.0.17754 and 9.1.0.18042 you have introduced a bug on the filtering system for the new "Add products" dialog. While it works on the first it doesn't in the latter. According to my research, the function that creates the fetchxml query is somehow manipulating it and it...
Access opportunity close entity in workflows
Now that opportunity close is customizable, it should be possible to trigger a workflow on the opportunity close record just like other activities.