Competitor from the opportunity close form in a view for opportunity close records
I would like to have view for opportunity close records, which shows the competitor from the opportunity close form. At the Moment this is only possible for the reason and the describtion of the opportunity close. This is needed because we want to see the competitors which have won opportunities ...
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...
Search results to remain when going back to search page from results
When using wildcard *opportunity name, click on an opportunity then go back to the list it deletes the search box and previous search results so you have to type *opportunity name again. The system used to remember the search results when you went back which was much better.
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...
Business Rule to Update a field On Create Record Event
Hi, I am having a custom form where, I enter my day-to-day activities done for a Lead. I have a custom field that will show the "Latest activity" alone. Currently I have to manually copy the values from the last entered activity from the list and paste into the field "Latest Activity" along with ...
Ability to translate the enhancec product add experience
With 2020 Release Wave 1 the "Enhanced product add experience" was introduced. It provides a better user experience for adding products to an opportunity. The product add panel contains some labels which currently cannot be translated or can only be translated by exporting the default solution. ...
More fields available in the forms header High density
We would like to have more than 4 fields available in the header of a form. Using high density is a good idea, but we need to be able to add more fields (e.g. Date of next review) in the opportunity header form. Please consider this possibility to enhance the visibility of the business to sales...
Access opportunity close entity in workflows
Now that opportunity close is customizable, it should be possible to trigger a workflow on the opportunity close record just like other activities.
Embedding Advanced Find on Entity Form
We often get requirement from client to automate distribution of leads by defining the filter criteria for each Assignment rule. As part of this requirement we might need to define filter condition for leads to pick records for distribution. It would be nice to have existing Advanced find window...
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...