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.
Dynamics address book contact network formula
Wish we future feature a address book contact network formula, for purpose to assess contact key ratios from type of network and/or overall network. Not featuring a potential key ration contact ratio, user, may potentially calculate relationship networks outside the system. if necessary. (e.g. e...
Dynamics 365 marketing contact network directory
For some reason, I/we currently not easily visualize contact network directory or advanced directory by sector or line of businesses. Not visualizing contact network directory by type of network (e.g. basic, standard, advanced) and/or by business sector or line of businesses, user may potentiall...
BUG on Enhanced Opportunity Products adding experience in wave 1 2020 update
Somewhere between version 9.1.0.17754 and 9.1.0.18042 you have introduced a bug on the filtering system for the new "Add products" dialog. While it works on the first it doesn't in the latter. According to my research, the function that creates the fetchxml query is somehow manipulating it and it...
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
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.
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...
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 ...
Sharepoint Document Location on Lead not inherited by Account & Contact & Opp post Qualify
My idea is rather a correction to, in my opinion, a flawed design. This is only applicable if Sharepoint is setup with, for instance, the Account entity as the parent. When saving Sharepoint documents against a Lead, a folder is created for this Lead's documents. After Qualifying the Account, Co...
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...