10

Continue initiating Business Process Flow to multiple opportunities

Microsoft released a new feature of being able to qualify one lead to multiple opportunities (up to 5). Currently the Lead to Opportunity process is only continued for the first opportunity. All other opportunities will have no BPF assigned.


A suggested workaround from MS Supp...

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Category: Lead Management (92)

STATUS DETAILS
New
10

Let the [Related Records Filtering] back on UCI

Related Records Filtering is no longer functioning on custom fields of [Opportunities] after Wave 2 update. It has made work efficiency worse now because the function has been used for business. Therefore, please let the Related Records Filtering function back on UCI.

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Category: Lead Management (92)

STATUS DETAILS
Needs Votes
10

Editable Grids - Need to update non-native Contact fields on Opportunity grid

Currently, non-native data fields are un-editable with Editable Grids enable. Our end-users are confused by the fact that they are unable to edit non-native fields in the Editable Grid. For example, Contact record Segment is a popular field with our users, namely the top 250 revenue-generating ...

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Category: Lead Management (92)

STATUS DETAILS
Under Review
9

Enable to choose to hide or show the product and the price list to some partners on the lead or opportunities entities

There is no way to select to hide or show the product and the price lists to each partner on the partner portal. It would be more useful if we can choose the partners who are able to see the products and the price lists on the lead and opportunities entities or not.

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Category: Lead Management (92)

STATUS DETAILS
Needs Votes
8

Able to Select [Suggest/ Don�t suggest] Optional Bundled Products.

It would be very useful, and we can manage opportunities even better if we get to specify whether we want to suggest a registered item to a customer or not. It was available with Web UI but it is not available with UCI. [Steps] 1. Sign in Dynamics 365 with admin center access 2. Select a pulldow...

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Category: Lead Management (92)

STATUS DETAILS
Needs Votes
8

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 (92)

STATUS DETAILS
Needs Votes
7

"Update Records" in the workflow can update records in entities such as [Opportunity Lines]

Right now, the entities such as [Opportunity Lines] and [Quotation Lines] can only be updated from the opportunity entity manually. We want a workflow function which can update records for entities such as [Opportunity Lines] and [Quotation Lines]. It will be more convenient if users can choose t...

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Category: Lead Management (92)

STATUS DETAILS
Needs Votes
6

Make Merge button available in Leads command bar

Currently the option to Merge leads is only available if duplicate detection is triggers and the "View Duplicates" button is displayed.

The Merge button is only offered within the "View Duplicates" dialog.


A "Merge" button should be available when 2 or more leads are sel...

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Category: Lead Management (92)

STATUS DETAILS
New
6

Concatenate Account Name to Lead Name

As a B2B organization we need to concatenate the Account Name to Lead Name

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Category: Lead Management (92)

STATUS DETAILS
New
6

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 (92)

STATUS DETAILS
Under Review