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-reso...
Adding a qualify button to a Business Process Flow page
It will be good if there will be a possibility to add a qualify button to a Business Process Flow page
Show sum per view (e.g. Revenue)
When creating a view (i.e. all open Opportunities) there should be configureable sum fileds in the view e.g. "Total Revenue in View" and "Total Revenue on page"
Add more control when merging duplicate records.
[Actual Results] When you merge duplicate records, the user who created the master record becomes the owner, and the creator of the child record no longer has ownership. Also, any contacts, activities, notes, opportunities, and other child custom entity records that were registered in the origina...
Thank you for the idea. The idea category has been updated for better triaging. To help prioritize this idea, please upvote.
Thanks,
Revathi Sankar
PM, D365 Sales
resankar@microsoft.com
Need the export to excel feature on teh form were we identify duplicate
When we run the duplicate detection job on the records.
We should be able to export the results which we get in the list of the duplicates.
Connect newly created “Opportunities” to “Leads”.
Conversion from “Leads” to “Opportunities” is confirmed as the default behavior, but linking from “Opportunities” to “Leads” is currently not possible.
There are cases where it is desired to convert (link) newly created “Opportunities” to “Leads”, so we think that enabling con...
New Lead Duplicate Detection experience does NOT identify duplicates on create
Hi,
New lead duplicate detection engine is not able to identify a duplicate on creation, it requires the User to refresh the lead for the notification to be shown.
We´ve been told is by design, but is not very convenient and is very confused for users, roles a...
Create Lead or Contact by Scanning Business Card QR Code
We have implemented the business card scan functionality that comes out of the box with Dynamics for Sales. Our users approach us more and more frequently with the request to be able to create the Lead by scanning the QR code printed on more and more business cards they receive from customers. Th...
Feature of copying [Opportunity] entity record
Currently, as the default feature in Dynamics 365 (online), there is no way to copy [Opportunities] entity record from [Sales Hub] app. The workaround that users are aware of is to copy it by using a workflow or copy it from [Project Services] app. The first workaround requires a long steps to be...
Configurable Close opportunity form
It should be possible to modify the Close opportunity form. The same way it is possible in April19 release to modify the close case form : https://docs.microsoft.com/en-us/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-resolution-extensibi...
Thank you for your feedback!
It is now possible to customize the close opportunity dialog. Check out Customize the Opportunity Close form.
Sincerely,
Bharath Varadarajan
Product Manager, Dynamics 365 Sales
Administrator
Thank you for your feedback!
It is now possible to customize the close opportunity dialog. Check out Customize the Opportunity Close form in Dynamics 365 Sales | Microsoft Learn