8

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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Category: Lead Management (83)

STATUS DETAILS
Needs Votes
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...

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Category: Lead Management (83)

STATUS DETAILS
Needs Votes
6

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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Category: Lead Management (83)

STATUS DETAILS
Under Review
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...

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Category: Lead Management (83)

STATUS DETAILS
Needs Votes
5

Make Merge button available in Leads command bar

Currently the option to Merge leads is only available if duplicate detection is triggers and the "View Duplicates" button is displayed.

The Merge button is only offered within the "View Duplicates" dialog.


A "Merge" button should be available when 2 or more leads are sel...

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Category: Lead Management (83)

STATUS DETAILS
New
5

Update new Lead Qualification defaults

Following the 10/15/19 Dynamics 365 release, we wanted to use the new "lead qualification experience" for our users. This new experience creates a pop up window once leads are qualified, and asks the users if they would like to create a new account, contact, or oppty from the qualified lead. Th...

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Category: Lead Management (83)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for your feedback!

You can now define the lead qualification experience, please checkout Define lead qualification experience in Dynamics 365 Sales | Microsoft Learn

 

thanks,

Swapnil Agarwwal

5

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: Lead Management (83)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.


The functionality to scan business cards is now available, please checkout Scan business cards (Dynamics 365 Sales) | Microsoft Learn

thanks,

Swapnil Agarwwal

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...

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Category: Lead Management (83)

STATUS DETAILS
Needs Votes
4

Customize Quote Close dialog.

Hi, We have renamed Quote to another name . And we can't rename the Close Quote dialog. There is still written "quote" . It confuses the users. I know that the already exists in system in read-only state . Should be probably not be a bid deal to activate this entity for write. I know also tha...

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1 Comments

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Category: Lead Management (83)

STATUS DETAILS
Needs Votes
4

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: Lead Management (83)

STATUS DETAILS
Needs Votes