7

Ability to display/hide price list entity record with security role

Any user can choose records on price list entity so it would be great if price list records are exclusively displayed by assigning roles.

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
6

Field validation not working properly on UCI

When we set the field's value to null using custom JS script after some validation found false, it should set to null without comparing the new value (null) to the value stored on the server (null) and not update it if those values are the same. The null value should be set if validation found f...

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
5

Update new Lead Qualification defaults

Following the 10/15/19 Dynamics 365 release, we wanted to use the new "lead qualification experience" for our users. This new experience creates a pop up window once leads are qualified, and asks the users if they would like to create a new account, contact, or oppty from the qualified lead. Th...

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
5

Qualify Leads box should allow customers to choose which options they want to include, instead of providing auto-selected options

In the Qualify Leads box, there should be a way to change which entities are selected by default. Currently, there are three options autoselected (Account, Contact, Opportunity), and it would be better if customers could choose which of those options they wanted to appear, instead of having to di...

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
5

Microsoft Office Lens OCR intigration with Dynamics 365

It would be wonderful if the Dynamics team would integrate OCR connectivity with Microsoft Office Lens when capturing customer information on Business Cards. There would also be several other uses with capturing and importing information with Office Lens into Dynamics. Thank you.

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Category: Lead Management (70)

STATUS DETAILS
Planned
2019 Release Wave 2
Ideas Administrator

Thank you for your feedback.


The functionality to scan business cards is planned for the next release. Please refer to the following link for more information.

Sincerely,
Naitik Shah
Microsoft

 

4

delay - postpone - hold a Queue item.

I get to my queue, I have a queue item that tells me to call a customer, i get the message that the customer is on holiday for 2 weeks. I need to be able to delay - put on hold - postpone the queue item so it re-appears in 2 weeks time. Such an obvious function that I'm struggling to believe it...

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
4

Reporting based on multiple entities

Reporting features should be improved. For now, you are able to make charts one entity at a time. I think it would be great to form a custom sales pipeline charts without extra modifications (custom fields & entities ). For example pipe line in which we have lead, opportunity, quote(s), negotiat...

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
3

Off-line functionality for Lead quick create

Within D365 there is a function to quick create a lead which allows you the ability to scan a business card to complete certain fields. The scan business card function only works when you are on-line. It would be very useful for this scanning business cards functionality to be available off-line ...

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
3

Customize Quote Close dialog.

Hi, We have renamed Quote to another name . And we can't rename the Close Quote dialog. There is still written "quote" . It confuses the users. I know that the already exists in system in read-only state . Should be probably not be a bid deal to activate this entity for write. I know also tha...

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
3

Enbale Status Reason Transitions for Lead and Opportunity

Status reason transitions are available for the Case entity and custom entities. This feature would also be valuable for the Lead and Opportunity entities, because it will make it easier for users to choose the next status reason.

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes