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...
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.
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...
When creating an email from the timeline, template created in the opportunity should be displayed by search.
[Actual Results] When an email is created from the timeline of the [Opportunity] record, the record is automatically registered as [To], and the record set as [To] has priority when searching for a template. Therefore, the template of [Opportunity] is not displayed even if the [Related] record is...
The ability to alter the fields in the Close Opportunity form is only available in UCI, not in Legacy.
The ability to alter the fields in the Close Opportunity form is only available in UCI, not in Legacy. The product team added in this functionality to UCI in response to strong customer demand, and lots of customers still use the legacy version and need this functionality. The ability to custom...
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...
Add Permissions to Opportunity Product
Today the Delete permission does not cascade from the Opportunity to the Opportunity Product. Therefore someone with no delete access to the Opportunity can still delete the Opportunity Product. We need to have the Opportunity Product inherit or have their own CRUD to enable this use case
Allow verification of competitor price on loss form
Often times we know (based on a copy of a quote, email, or phone conversation) exactly what our competitor quoted on a job that we lost, but other times we get rough directions like "you were 5-10% higher than another company". For market intelligence it would be nice to know when we are guessing...
Ability to Set Default Business Process Flow for Security Role and/or User
The normal way to do this is to order the BPFs and set security roles so only the one assigned to a user's role will be selected. However, we have multiple users who have more than one security role and need access to multiple processes, but they constantly end up having to change the process for...
Import button in Opportunity Product Associated View
There used to be an Import button on the Opportunity Product Associated View in Dynamics CRM Online 8.2. This capability disappeared with the latest V9 version and after having opened a case to inquire about it, apparently it has been removed by the dev team due to concerns over the association.<...