1

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 ...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes
1

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes
1

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes
1

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes
0

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 ...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
New
0

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. ...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
New
0

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes
0

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes
0

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes
0

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes