Choose Primary Record when Merging Lead Contact through Duplicate Pop Up Notification
Recently, we have been having an issue that we haven’t encountered before. When we merge leads using the duplicate pop up notification and go through the process of setting up the merge specifications, the system marks the wrong lead as open and the other as Disqualified/Lost. Please allow use...
Custom My Open Leads
It would be helpful, if not useful, to be able to personalize the columns in the list view of "My Open Leads". I target multiple different independent retail and specialty retail channels; healthcare, fitness, outdoor, CE, transport, etc.... As I develop my leads, I would like to be able to sor...
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.
Dynamics address book contact network formula
Wish we future feature a address book contact network formula, for purpose to assess contact key ratios from type of network and/or overall network. Not featuring a potential key ration contact ratio, user, may potentially calculate relationship networks outside the system. if necessary. (e.g. e...
Dynamics 365 marketing contact network directory
For some reason, I/we currently not easily visualize contact network directory or advanced directory by sector or line of businesses. Not visualizing contact network directory by type of network (e.g. basic, standard, advanced) and/or by business sector or line of businesses, user may potentiall...
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 ...
BUG on Enhanced Opportunity Products adding experience in wave 1 2020 update
Somewhere between version 9.1.0.17754 and 9.1.0.18042 you have introduced a bug on the filtering system for the new "Add products" dialog. While it works on the first it doesn't in the latter. According to my research, the function that creates the fetchxml query is somehow manipulating it and it...
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...
Sharepoint Document Location on Lead not inherited by Account & Contact & Opp post Qualify
My idea is rather a correction to, in my opinion, a flawed design. This is only applicable if Sharepoint is setup with, for instance, the Account entity as the parent. When saving Sharepoint documents against a Lead, a folder is created for this Lead's documents. After Qualifying the Account, Co...