7

Able to Select [Suggest/ Don�t suggest] Optional Bundled Products.

It would be very useful, and we can manage opportunities even better if we get to specify whether we want to suggest a registered item to a customer or not. It was available with Web UI but it is not available with UCI. [Steps] 1. Sign in Dynamics 365 with admin center access 2. Select a pulldow...

Read more...

0 Comments

Read more... 0 Comments

Category: Leads or Opportunities (48)

STATUS DETAILS
New
7

"Update Records" in the workflow can update records in entities such as [Opportunity Lines]

Right now, the entities such as [Opportunity Lines] and [Quotation Lines] can only be updated from the opportunity entity manually. We want a workflow function which can update records for entities such as [Opportunity Lines] and [Quotation Lines]. It will be more convenient if users can choose t...

Read more...

0 Comments

Read more... 0 Comments

Category: Leads or Opportunities (48)

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Leads or Opportunities (48)

STATUS DETAILS
New
6

Field validation not working properly on UCI

When we set the field's value to null using custom JS script after some validation found false, it should set to null without comparing the new value (null) to the value stored on the server (null) and not update it if those values are the same. The null value should be set if validation found f...

Read more...

0 Comments

Read more... 0 Comments

Category: Leads or Opportunities (48)

STATUS DETAILS
New
4

delay - postpone - hold a Queue item.

I get to my queue, I have a queue item that tells me to call a customer, i get the message that the customer is on holiday for 2 weeks. I need to be able to delay - put on hold - postpone the queue item so it re-appears in 2 weeks time. Such an obvious function that I'm struggling to believe it...

Read more...

0 Comments

Read more... 0 Comments

Category: Leads or Opportunities (48)

STATUS DETAILS
New
4

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Leads or Opportunities (48)

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

 

4

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Leads or Opportunities (48)

STATUS DETAILS
Under Review
3

Enbale Status Reason Transitions for Lead and Opportunity

Status reason transitions are available for the Case entity and custom entities. This feature would also be valuable for the Lead and Opportunity entities, because it will make it easier for users to choose the next status reason.

Read more...

0 Comments

Read more... 0 Comments

Category: Leads or Opportunities (48)

STATUS DETAILS
New
3

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Leads or Opportunities (48)

STATUS DETAILS
New
2

When creating an email from the timeline, template created in the opportunity should be displayed by search.

[Actual Results] When an email is created from the timeline of the [Opportunity] record, the record is automatically registered as [To], and the record set as [To] has priority when searching for a template. Therefore, the template of [Opportunity] is not displayed even if the [Related] record is...

Read more...

0 Comments

Read more... 0 Comments

Category: Leads or Opportunities (48)

STATUS DETAILS
New