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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Category: Leads or Opportunities (33)

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.

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Category: Leads or Opportunities (33)

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 (33)

STATUS DETAILS
Under Review
2

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.

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Category: Leads or Opportunities (33)

STATUS DETAILS
New
2

Reporting based on multiple entities

Reporting features should be improved. For now, you are able to make charts one entity at a time. I think it would be great to form a custom sales pipeline charts without extra modifications (custom fields & entities ). For example pipe line in which we have lead, opportunity, quote(s), negotiat...

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Category: Leads or Opportunities (33)

STATUS DETAILS
New
2

Allow verification of competitor price on loss form

Often times we know (based on a copy of a quote, email, or phone conversation) exactly what our competitor quoted on a job that we lost, but other times we get rough directions like "you were 5-10% higher than another company". For market intelligence it would be nice to know when we are guessing...

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Category: Leads or Opportunities (33)

STATUS DETAILS
New
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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Category: Leads or Opportunities (33)

STATUS DETAILS
New
2

Ability to Set Default Business Process Flow for Security Role and/or User

The normal way to do this is to order the BPFs and set security roles so only the one assigned to a user's role will be selected. However, we have multiple users who have more than one security role and need access to multiple processes, but they constantly end up having to change the process for...

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Category: Leads or Opportunities (33)

STATUS DETAILS
New
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 (33)

STATUS DETAILS
New
1

Qualify Leads box should allow customers to choose which options they want to include, instead of providing auto-selected options

In the Qualify Leads box, there should be a way to change which entities are selected by default. Currently, there are three options autoselected (Account, Contact, Opportunity), and it would be better if customers could choose which of those options they wanted to appear, instead of having to di...

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0 Comments

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Category: Leads or Opportunities (33)

STATUS DETAILS
New