Embedding Advanced Find on Entity Form
We often get requirement from client to automate distribution of leads by defining the filter criteria for each Assignment rule. As part of this requirement we might need to define filter condition for leads to pick records for distribution. It would be nice to have existing Advanced find window...
Sharepoint Document Location on Lead not inherited by Account & Contact & Opp post Qualify
My idea is rather a correction to, in my opinion, a flawed design. This is only applicable if Sharepoint is setup with, for instance, the Account entity as the parent. When saving Sharepoint documents against a Lead, a folder is created for this Lead's documents. After Qualifying the Account, Co...
Lead Opportunity
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.
Sales Force Automation Error Changing Disqualified Lead to Qualified
Sales Force Automation Error
This lead is closed. You cannot convert or disqualify a lead that is already closed.
Repro following Lab D2-S3ManagingCustomerRecords.docx
1. There are two ways to open the Convert Lead Dialog; from an open Lead record or from the Leads grid. We wi...
CopyPaste from RTE in CRM to other application does not work when pictures are included.
When users copying content from CRM RTE control and pasting to other application only text is copied and images are not copied.
After raising ticket MS mentioned this scenario is internally and confirmed with the engineering and product group teams...
Allow Multiple Owners for Leads (Co-Ownership Feature)
Description:
Currently, Dynamics 365 only supports a single owner per lead, which limits collaboration in sales teams. While Access Teams and record sharing provide partial solutions, they do not allow the lead to appear in both users’ standard “My Leads” view or repor...
MSD leads
1) Email directly from MSD to the client(Integration of Outlook to MSD). Reason we have like 50 leads and it becomes tedious to send it to all clients individually by copy pasting emails individually.
2) MSD should have templates which can be added or customized from us.
3) The nam...
Uae Lead Topic name instead of contact for reference related to activities
Concept of lead is very limited and follows idea where lead is related to a person. In real life you can have multiple leads per person - especially when selling to government sector. if you have multiple or many leads e.g. 60 per person then its impossible to identify related activities due i...
Existing customer - Leads
Current lead functionality is wasting time (intention for any CRM is to save time also) - when creating lead you first fill in contact and account data and only later you get popup that records may exist. What is the point of submitting all data and then finding out that it was for nothing.
Ability to translate the enhancec product add experience
With 2020 Release Wave 1 the "Enhanced product add experience" was introduced. It provides a better user experience for adding products to an opportunity. The product add panel contains some labels which currently cannot be translated or can only be translated by exporting the default solution. ...
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