Convert Lead dialog box - we want it back!
After applying the latest Product Update related to the December 2012 Service Update for Microsoft Dynamics CRM Online, users may notice that the lead Qualify button no longer presents the Convert Lead dialog box. A new Opportunity is being created an opened, there is no chance to get the old ...
Convert Lead dialog box no longer appears during lead qualification
After the Polaris update, when qualifying leads, the dialog box is no longer available to select the creation of Account, Contact or Opportunity. When the qualify button is pressed, CRM Dynamics assumes that the user wishes to create an Account, Contact and Opportunity. When we covert leads, o...
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales
Sincerely,
Paramita Chatterjee
PM, Microsoft.
Introduce lead conversion options and make dynamics better for B2B-sales >> User can chose how he wants to convert a lead - only into a contact, into an opportunity and a contact, ...
Dynamics is focused on a 1:1 relation between a lead and an opportunity. This is not very helpful for B2B-sales. I give you two examples, why this is very inconvenient:
1) Frequently, I have multiple persons (=leads) in an potential customer organization that I try to get in contact...
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales
Sincerely,
Paramita Chatterjee
PM, Microsoft.
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-reso...
Thank you for your feedback!
It is now possible to customize the close opportunity dialog. Check out Customize the Opportunity Close form in Dynamics 365 Sales | Microsoft Learn
Configurable Close opportunity form
It should be possible to modify the Close opportunity form. The same way it is possible in April19 release to modify the close case form : https://docs.microsoft.com/en-us/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-resolution-extensibi...
Thank you for your feedback!
It is now possible to customize the close opportunity dialog. Check out Customize the Opportunity Close form.
Sincerely,
Bharath Varadarajan
Product Manager, Dynamics 365 Sales
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...
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
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.
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
Administrator
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales
Sincerely,
Paramita Chatterjee
PM, Microsoft.