Concatenate Account Name to Lead Name
As a B2B organization we need to concatenate the Account Name to Lead Name
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 ...
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.
Lead Nurturing
Hi,
in B2B, a new lead can concern a large account already known in CRM. Then, we would need to be able to link a lead to a Account.
(as done in easiware CRM).
Regards
Make Master ID column (Parent lead that current lead was merged into) more accessible
The "Master ID" lookup column is locked from modification.
- It is not possible to make it searchable to views (e.g. making a "Merged Accounts" view)
- It is not possible to add it to a view
- It is not possible to add it to a form. There is a "Merged" Yes/No column that y...
STATUS DETAILSNew
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...
Social platforms and ads should be integrated with the Dynamics 365 Sales
Currently, there is an option to connect the LinkedIn for the Lead capture, however, this needs to expand to other social media platforms, ads and webforms (maybe Microsoft Forms) so that the Leads can be generated directly in the Customer Engagement system.
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
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...
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.
Administrator