13

Ability to turn on editable grid for one specific view, not all views on that entity

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.

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2 Comments

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Category: Leads or Opportunities (10)

STATUS DETAILS
New
9

Custom Aggregation Headers on Grid Views

We use Grid views for opportunity tracking and forecasting. Users will edit opportunity fields and forecast amounts inline in this main grid view. To make it truly useful for them though, they need to be able to see some summary numbers at the top: their quota target (separate field, no on oppor...

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4 Comments

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Category: Leads or Opportunities (10)

STATUS DETAILS
New
9

The first letter of BPF stage name shouldn't be displayed in Capital letter when it is set as lower-case character

On Dynamics 365 (online) Ver.9.1., even if the first letter of the stage name of BPF is set as lower-case character, the first letter is displayed as capital letter. It would be user-friendly if the character size is set by user preference. e.g. When it is set: dynamics or crm When it is display...

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0 Comments

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Category: Leads or Opportunities (10)

STATUS DETAILS
New
3

Unable to convert lead to contact with Company information intact

When I try to convert a Lead to Contact, the "Company" field in the Lead does not map to anything in the Contact (in particular, the "Parent Customer" field). You can convert the lead to a Contact and Account at the same time; however, this leads to creating multiple Account records with the s...

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1 Comments

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Category: Leads or Opportunities (10)

STATUS DETAILS
Under Review
2

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.<...

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0 Comments

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Category: Leads or Opportunities (10)

STATUS DETAILS
New
2

Configurable Close opportunity form

It should be possible to modify the Close opportunity form. The same way that As is it possible to modify in the next release the close opportunity form : https://docs.microsoft.com/en-us/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-resolut...

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0 Comments

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Category: Leads or Opportunities (10)

STATUS DETAILS
New
2

Microsoft Office Lens OCR intigration with Dynamics 365

It would be wonderful if the Dynamics team would integrate OCR connectivity with Microsoft Office Lens when capturing customer information on Business Cards. There would also be several other uses with capturing and importing information with Office Lens into Dynamics. Thank you.

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0 Comments

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Category: Leads or Opportunities (10)

STATUS DETAILS
Planned
October 2019
Ideas Administrator

Thank you for your feedback.


The functionality to scan business cards is planned for the next release. Please refer to the following link for more information.

Sincerely,
Naitik Shah
Microsoft

 

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...

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0 Comments

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Category: Leads or Opportunities (10)

STATUS DETAILS
New
0

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

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0 Comments

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Category: Leads or Opportunities (10)

STATUS DETAILS
New