18

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 (20)

STATUS DETAILS
New
11

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 (20)

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 (20)

STATUS DETAILS
New
8

Enable to choose to hide or show the product and the price list to some partners on the lead or opportunities entities

There is no way to select to hide or show the product and the price lists to each partner on the partner portal. It would be more useful if we can choose the partners who are able to see the products and the price lists on the lead and opportunities entities or not.

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0 Comments

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Category: Leads or Opportunities (20)

STATUS DETAILS
New
7

Ability to display/hide price list entity record with security role

Any user can choose records on price list entity so it would be great if price list records are exclusively displayed by assigning roles.

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0 Comments

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Category: Leads or Opportunities (20)

STATUS DETAILS
New
4

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 (20)

STATUS DETAILS
New
3

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 (20)

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

 

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 (20)

STATUS DETAILS
Under Review
2

Allow editable grid feature to be restricted to only certain fields

Right now the entire sub-grid must be editable to use the editable grid feature. However, there might be some fields where we do not want them to be able to adjust them in such a manner because there could be logic behind the field on the form that the grid will not have. Turning everything as ed...

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0 Comments

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Category: Leads or Opportunities (20)

STATUS DETAILS
New
2

Editable Grids - Need to update non-native Contact fields on Opportunity grid

Currently, non-native data fields are un-editable with Editable Grids enable. Our end-users are confused by the fact that they are unable to edit non-native fields in the Editable Grid. For example, Contact record Segment is a popular field with our users, namely the top 250 revenue-generating ...

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0 Comments

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Category: Leads or Opportunities (20)

STATUS DETAILS
New