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...
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.
Improved Duplicate Lead Identification (Sales Hub)
The in app duplicate check, will only enable the View Duplicate button on the tool bar if:
1 - Email OR phone match
2 - Email OR phone match and company or contact name are similar (fuzzy search)
The duplicate check would be better if
1...
Ability to alter navigation behavior when Qualify Lead is executed
When we qualify a lead, we do somethings in the background and want to navigate the user to a newly created quote screen instead of automatically being navigated to opportunity. Having a method to turn off automatic navigation after qualifying a lead would probably do the trick.
MSD Column Filter Templates
I would love to see if its possible for MSD Sales to have a function where we can create templates for our column filters. Which we can create a filter to list out leads in certain categories whether it would be (Contact Status, Last Contacted, Lead Owner, etc.) and save to then revisit to use...
Update Marketing Contact to Sales Ready when qualifying a Lead
When a Lead is already linked to the corresponding Marketing Contact, and we associate it with an Existing Account, upon Lead qualification, the Marketing Contact should be linked to the Existing Account and marked as a Sales Ready contact. Thank you.
Sorting of funnel chart based on the custom string field
Currently when user are sorting the funnel chart it is not sorting with the custom string field and showing random numbers:
Requesting functionality to sort by an assigned way for example "0" or empty is at the bottom or top of the funnel cha...
Add option in Focused View to select which of the Leads' numbers is called
When opening Lead records in Focused View, a call can be made using the left-side menu to a specific lead.
It would be a great option for end users to be able to select previously to the call, which numbers they wish to call for that lead.
Select existing or new contact/account for Leads Oob
Its not efficient to fill lead contact and account fields and discover on qualifying that this account or customer is existing. Standard OOB functionality should be that you can just choose existing account or contact first and when missing then can create new. Saves some effort and improved d...
User should get notified with a success message when the Lead Owner is updated and assigned to another user
For the users having user level privilege, they should get notified that the Lead Owner has been updated successfully, when they assign the Lead to another user - currently the system only shows "Access Is Denied" error message and user does not know that Lead Owner has been updated.