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 (93)

STATUS DETAILS
Needs Votes
5

Proposal for Enhanced Lead Disqualification in D365 with adding a free area to write disqualification reason

Dear Microsoft Team,

I hope you’re doing well. I would like to suggest an enhancement to the lead disqualification process within D365. Currently, when disqualifying a lead, there is a sub-menu that allows users to select a disqualification reason status.

To improv...

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Category: Lead Management (93)

STATUS DETAILS
New
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 (93)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for your feedback!

You can now define the lead qualification experience, please checkout Define lead qualification experience in Dynamics 365 Sales | Microsoft Learn

 

thanks,

Swapnil Agarwwal

5

Ability to edit header data in lead entity

It would be helpful to be able to edit the lead header to include something other than the full name as the label on the left side of the header. We are a B2B company and we don't always have a name with a lead, sometimes it's just a topic and company name so it would be nice if we could adjust t...

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Category: Lead Management (93)

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 (93)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.


The functionality to scan business cards is now available, please checkout Scan business cards (Dynamics 365 Sales) | Microsoft Learn

thanks,

Swapnil Agarwwal

4

Avoid creation of ContactForParty record on Lead Qualification when Global Address Book is enabled

When running Sales + Dual Write connection using Global Address Book, each Qualify of Lead operationa automatically creates Contact For Party record. This should be an optional parameter in case you still want to keep the parent-Relation Account 1:N Contact in place, and only define for specif...

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Category: Lead Management (93)

STATUS DETAILS
New
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 (93)

STATUS DETAILS
Needs Votes
4

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 (93)

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 (93)

STATUS DETAILS
Needs Votes
3

Out of the Box Field Mapping unable to work for some fields

When creating a lead from an existing contact and account, all data from contact and the account is not getting mapped. OOB Mapping is not able to map all the details from contact and account as of now. OOB Mapping is working in some cases and in some case...

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Category: Lead Management (93)

STATUS DETAILS
New