Add support to manage N:N relationships in mobile offline
Currently the mobile app has read-only capabilities for N:N relationships. We're missing the ability to add new N:N associations while in offline mode. That is a big deal breaker for customers who are trying to migrate from the Outlook COM add-in to the mobile application.
Update month names when scrolling calendar on mobile
Update the name of the month in CRM mobile calendar when scrolling the weeks right or left.
Today:
Enter Meetings section at the bottom ribbon of the Sales app.
Scroll dates to the left or right.
Expected result - Month indication in the uppe...
Phone app that tracks, registers and trsnscribes calls
Need to track, register and transcribe phone calls from mobile phones.
Most Sales Reps use mobile phones on the field to do and receive customer calls. Need to automate the regestry and transpriptions without ot with minimal human effort.
Include Teams Dialer in Mobile App
We would like to see the Teams Dialer integrated in the mobile Dynamics 365 sales app.
Include the Business Card Scanner on the forms launched via the "Add" button of the Navigation bar.
Currently, to scan a business card for a new Contact or Lead, the user must go to the "More" button, select an entity, tap the "Add" button in the upper right corner, and then select the proper entity again to open the quick create form which includes the business card scanner.
Enable / disable sitemap entries for mobile apps
The "Client" selection in the sitemap still contains the old Outlook Client options but not an option to disable a certain entry for the mobile app only.
Address details appointment need to be displayed in first view
It requires too many clicks to get to the location details of an appointment. Our sales managers should be able to view this as soon as the open the appointment.
Dynamics 365 Sales option to unlock mobile device targeting customer sales delivery dates
Wish there is an option to easily future unlock customer targeting delivery dates.
Dynamics 365 Sales option to unlock mobile device targeting customer sales quantities
Wish there is an option to easily future unlock customer targeting unit quantities.
Dynamics 365 Sales option to unlock mobile device targeting customer sales unit price
Wish there is an option to easily future unlock customer targeting unit prize.
Administrator
https://learn.microsoft.com/en-us/dynamics365/sales/sales-mobile/modify-quick-view-form