114

Convert Lead dialog box - we want it back!

After applying the latest Product Update related to the December 2012 Service Update for Microsoft Dynamics CRM Online, users may notice that the lead Qualify button no longer presents the Convert Lead dialog box. A new Opportunity is being created an opened, there is no chance to get the old ...

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17 Comments

Read more... 17 Comments

Category: Lead Management (68)

STATUS DETAILS
Completed
Ideas Administrator

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.

40

Convert Lead dialog box no longer appears during lead qualification

After the Polaris update, when qualifying leads, the dialog box is no longer available to select the creation of Account, Contact or Opportunity. When the qualify button is pressed, CRM Dynamics assumes that the user wishes to create an Account, Contact and Opportunity. When we covert leads, o...

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11 Comments

Read more... 11 Comments

Category: Lead Management (68)

STATUS DETAILS
Completed
Ideas Administrator

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.

 

 

37

Ability to turn on editable grid for one specific view, not all views on that entity

We use several grid views on the Opportunity entity. We'd like to make one of them editable, but not all. Currently the only option is all editable or none editable, controlled at the entity level. We'd like to be able to control this at the individual grid level.

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3 Comments

Read more... 3 Comments

Category: Lead Management (68)

STATUS DETAILS
Needs Votes
33

Introduce lead conversion options and make dynamics better for B2B-sales >> User can chose how he wants to convert a lead - only into a contact, into an opportunity and a contact, ...

Dynamics is focused on a 1:1 relation between a lead and an opportunity. This is not very helpful for B2B-sales. I give you two examples, why this is very inconvenient:

1) Frequently, I have multiple persons (=leads) in an potential customer organization that I try to get in contact...

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11 Comments

Read more... 11 Comments

Category: Lead Management (68)

STATUS DETAILS
Completed
Ideas Administrator

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.

24

Internet Lead Capture is of vital importance

Hi,

Please make the internet lead capture feature available for UK users of Dynamic CRM. So we can use it to capture potential client leads from a website or other such as shows and so on.

I belive this would be a valuable feature for many businesses.

Best Regards,

...

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27 Comments

Read more... 27 Comments

Category: Lead Management (68)

STATUS DETAILS
Under Review
20

The first letter of BPF stage name shouldn't be displayed in Capital letter when it is set as lower-case character

On Dynamics 365 (online) Ver.9.1., even if the first letter of the stage name of BPF is set as lower-case character, the first letter is displayed as capital letter. It would be user-friendly if the character size is set by user preference. e.g. When it is set: dynamics or crm When it is display...

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0 Comments

Read more... 0 Comments

Category: Lead Management (68)

STATUS DETAILS
Needs Votes
19

Editable Grids - Need Sub-totals in the Grid

Our development team built a custom tool years ago before we had Editable Grids as an option; now we are working towards switching our field to Editable Grids. We have a small pilot group using Editable Grids, and feedback our team received immediately, also feedback that we built into our custo...

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0 Comments

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Category: Lead Management (68)

STATUS DETAILS
Planned
Ideas Administrator
This is currently being implemented and planned for GA. We will update here soon about the timelines.
18

Custom Aggregation Headers on Grid Views

We use Grid views for opportunity tracking and forecasting. Users will edit opportunity fields and forecast amounts inline in this main grid view. To make it truly useful for them though, they need to be able to see some summary numbers at the top: their quota target (separate field, no on oppor...

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5 Comments

Read more... 5 Comments

Category: Lead Management (68)

STATUS DETAILS
Needs Votes
17

Feature to transfer notes to Contact when converting Lead to Opportunity

Currently, notes created in the Lead entity are only carried over to the Opportunity enntity to which they are converted.

Notes of the Lead entity are not carried over to the Contact entity record created when converting from Lead entity to Opportunity entity.

If notes are inherite...

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0 Comments

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Category: Lead Management (68)

STATUS DETAILS
New
13

Configurable Close opportunity form

It should be possible to modify the Close opportunity form. The same way that As is it possible to modify in the next release the close opportunity form : https://docs.microsoft.com/en-us/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-reso...

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0 Comments

Read more... 0 Comments

Category: Lead Management (68)

STATUS DETAILS
Needs Votes