Set Dashboard as Home Screen
My users would like to set their default dashboard as their Home Screen in the Sales mobile app just like it is in the website. It would be great to start with if it just picked that setting up from their Personalization Settings, and then add the ability to change that in the app later.
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.
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.
Dynamics 365 Sales option to unlock mobile device targeting customer discounts
Wish there is an option to easily future unlock customer targeting discounts.
Administrator
https://learn.microsoft.com/en-us/dynamics365/sales/sales-mobile/modify-quick-view-form