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.
Improvement of how Time Duration is displayed in Unified Interface
We have a field in our Opportunity entity that is a calculated value. This field stores the time an Opportunity has been sitting at a particular stage. The Stage duration is calculated as the number of minutes since the opportunity was set to the current stage value. The result of the calculation...
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
Unhide the company name field on the Lead entity to add it to the system view
Issue Description: Cannot add Company Name column to system view
Repro:
-Login to affected environment
-Go to Sales application
-Navigate to the Lead entity and then click on "All le...
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
Creating leads related to existing customers/accounts
Its neccessary to remove ineficcient data entry. If you are in business for decades then its likely that most leads created are for already existing customers/accounts (existing customer doesnt mean its opportunity). When starting with lead there should be first iption to choose from existing ...
Record count
When on a 'lead view' and filtering by various columns, if the returned number of records is >5,000, can you please display the actual number of records i.e. 5,890 rather than just 5,000+.
We have a large number of inbound leads by different sites, and is very difficult to id...
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.
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