2

Create Lead or Contact by Scanning Business Card QR Code

We have implemented the business card scan functionality that comes out of the box with Dynamics for Sales. Our users approach us more and more frequently with the request to be able to create the Lead by scanning the QR code printed on more and more business cards they receive from customers. Th...

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Category: Lead Management (69)

STATUS DETAILS
New
2

Required BPF fields to Qualify a lead when NO is selected are not enforced.

When your system is set to not automatically create a Account, Contact, and Opportunity upon lead qualification, the system does not enforce the BPF required fields in the Qualify a Lead section. This means that if certain fields are not required on the form to save a record, but is a required fi...

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Category: Lead Management (69)

STATUS DETAILS
New
2

Requesting to enable Enhanced experience feature for order entity as well.

Requesting to enable same feature for order entity as well. https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enable-enhanced-add-product-experience

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Category: Lead Management (69)

STATUS DETAILS
Needs Votes
2

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...

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Category: Lead Management (69)

STATUS DETAILS
Needs Votes
2

Enlarge Business Card

For lead generation trough business cards scan, would be very useful the possibility to enlarge the business card picture to check details and add some after the lead has been created.

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Category: Lead Management (69)

STATUS DETAILS
Needs Votes
2

A better error message for open quotes when closing an opportunity

The error you get when closing an opportunity with an open quote is: 'Business Error - opportunity cannot be closed.' This is rather unhelpful. For someone who is not technical like our sales associates, this isn't an obvious error. Could the error be changed to something meaningful so non-te...

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Category: Lead Management (69)

STATUS DETAILS
Needs Votes
2

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...

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Category: Lead Management (69)

STATUS DETAILS
Needs Votes
2

Push Notification for Updating in CRM Opportunity any field

Hello, We have some challenge to see the latest updated field, since there are lots of stakeholders in opportunity teams. Can you create any function to see Weekly basis or Monthly basis opportunity field changes list as push notification with Outlook email to all the opportunity team member or ...

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Category: Lead Management (69)

STATUS DETAILS
Needs Votes
2

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

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Category: Lead Management (69)

STATUS DETAILS
Needs Votes
2

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...

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Category: Lead Management (69)

STATUS DETAILS
Needs Votes