Enlarge Business Card
For lead generation trough business cards scan, would be very useful the possibility to enlarge the business card picture to check details and add some after the lead has been created.
The ability to alter the fields in the Close Opportunity form is only available in UCI, not in Legacy.
The ability to alter the fields in the Close Opportunity form is only available in UCI, not in Legacy. The product team added in this functionality to UCI in response to strong customer demand, and lots of customers still use the legacy version and need this functionality. The ability to custom...
Push Notification for Updating in CRM Opportunity any field
Hello, We have some challenge to see the latest updated field, since there are lots of stakeholders in opportunity teams. Can you create any function to see Weekly basis or Monthly basis opportunity field changes list as push notification with Outlook email to all the opportunity team member or ...
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 ...
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
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...
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.
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.
SMS ability in Dynamics 365 Sales
Hello,
Dynamics 365 Sales has the feature we as customers can enable and start using with simple configuration for existing providers such as: Azure communication services, Twilio etc. We have implemented it using ACS and our agents love it.
Immediately aft...