2

Add Permissions to Opportunity Product

Today the Delete permission does not cascade from the Opportunity to the Opportunity Product. Therefore someone with no delete access to the Opportunity can still delete the Opportunity Product. We need to have the Opportunity Product inherit or have their own CRUD to enable this use case

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
2

Allow verification of competitor price on loss form

Often times we know (based on a copy of a quote, email, or phone conversation) exactly what our competitor quoted on a job that we lost, but other times we get rough directions like "you were 5-10% higher than another company". For market intelligence it would be nice to know when we are guessing...

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
2

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.

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
2

Ability to Set Default Business Process Flow for Security Role and/or User

The normal way to do this is to order the BPFs and set security roles so only the one assigned to a user's role will be selected. However, we have multiple users who have more than one security role and need access to multiple processes, but they constantly end up having to change the process for...

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
2

Import button in Opportunity Product Associated View

There used to be an Import button on the Opportunity Product Associated View in Dynamics CRM Online 8.2. This capability disappeared with the latest V9 version and after having opened a case to inquire about it, apparently it has been removed by the dev team due to concerns over the association.<...

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
2

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...

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes
1

Lead Qualifikation duplicate issue

Unfortunately, we think that the logic as it is currently is still in need of revision.

 

If I get a lead duplicate during qualification, there must be the possibility to see as a user without technical understanding, which lead record is the duplicate.

 

The way via th...

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Category: Lead Management (70)

STATUS DETAILS
New
1

Custom Model Injection for Sales Qualification

  1. During Lead Qualification process allow a panel to inject custom model as per business requirement based on user defined criteria similar to customer journey in Dynamics 365 Marketing unlike current Hot Lead, Warm Lead or Cold Lead only.
  2. Define custom lead assignation algorithm bu...

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    Category: Lead Management (70)

    STATUS DETAILS
    New
1

Allow "Record Set" to be enabled on entity views

When viewing a specific entity in Dynamics Sales (Leads in this case), our teammates love the "Open Record Set' option that is available only when you open a specific Lead record. Our younger Producers who often work between 50-100 records in a given day would like that view to be able to sho...

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Category: Lead Management (70)

STATUS DETAILS
New
1

Lead disqualification

There is still a lot of ambiguity in the definition of a lead:

  • older version of Dynamics CRM: unqualified data that has to be checked

Current version of Dynamics CE: a potential opportunity


This implies the following: