2

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.

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Category: Mobile Application (62)

STATUS DETAILS
Needs Votes
1

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...

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Category: Mobile Application (62)

STATUS DETAILS
New
1

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.

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Category: Mobile Application (62)

STATUS DETAILS
New
1

Include Teams Dialer in Mobile App

We would like to see the Teams Dialer integrated in the mobile Dynamics 365 sales app.

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Category: Mobile Application (62)

STATUS DETAILS
New
1

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.


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Category: Mobile Application (62)

STATUS DETAILS
New
1

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.

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Category: Mobile Application (62)

STATUS DETAILS
New
1

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.

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Category: Mobile Application (62)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for sharing your idea! We would like to let you know the idea was declined. To learn more about how to customize the lightweight forms in the Mobile application, click here: 
https://learn.microsoft.com/en-us/dynamics365/sales/sales-mobile/modify-quick-view-form
1

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.


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Category: Mobile Application (62)

STATUS DETAILS
Declined
Ideas Administrator
Duplicate request
1

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.


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Category: Mobile Application (62)

STATUS DETAILS
Declined
Ideas Administrator
Duplicate request
1

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.



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Category: Mobile Application (62)

STATUS DETAILS
Declined
Ideas Administrator
Duplicate request