14

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...

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0 Comments

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Category: Lead Management (92)

STATUS DETAILS
Completed
Ideas 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

13

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

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0 Comments

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Category: Lead Management (92)

STATUS DETAILS
New
13

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"

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0 Comments

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Category: Lead Management (92)

STATUS DETAILS
Under Review
12

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...

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1 Comments

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Category: Lead Management (92)

STATUS DETAILS
Under Review
Ideas Administrator

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

12

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.

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0 Comments

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Category: Lead Management (92)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
11

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...

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0 Comments

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Category: Lead Management (92)

STATUS DETAILS
New
11

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...

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1 Comments

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Category: Lead Management (92)

STATUS DETAILS
Under Review
11

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...

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1 Comments

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Category: Lead Management (92)

STATUS DETAILS
New
11

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...

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0 Comments

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Category: Lead Management (92)

STATUS DETAILS
Needs Votes
11

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...

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0 Comments

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Category: Lead Management (92)

STATUS DETAILS
Completed
Ideas Administrator

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