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 ...
Create new Contact or Lead from an email signature block
Many new leads come in via an email, and we need to manually cut and paste fields into a new Contact or Lead, e.g. phone number, job title, email address. It would be good if the "Add as Contact" or "Add as Lead" option in the Outlook interface recognised these fields in the sender's signature bl...
Lead Opportunity
We use several grid views on the Opportunity entity. We'd like to make one of them editable, but not all. Currently the only option is all editable or none editable, controlled at the entity level. We'd like to be able to control this at the individual grid level.
Sample Data can be made available for Predictive Lead Scoring and Opportunity Scoring
For testing the preview feature of sales insights,it is required to have 1000 disqualified leads and 100 qualified leads.It would be helpful if sample data is provided for it
Copy quotes
Hi We have users requesting the possibility to copy quotes. as it is today, it's only possible to copy opportunities.
Upload Sales Literature to an Email from Social Panel or Opportunity
Should have the ability to Upload/Attach Sales Literature to an Email from Social Panel or Opportunity This is part of sales activities. So, this would be really useful. I'm from support team and entering the feedback and idea on behalf of customer Kendra Hosseini - KHosseini@mycorpaccess.com