114

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 ...

Read more...

17 Comments

Read more... 17 Comments

Category: Lead Management (56)

STATUS DETAILS
Completed
Ideas 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.

40

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...

Read more...

11 Comments

Read more... 11 Comments

Category: Lead Management (56)

STATUS DETAILS
Completed
Ideas 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.

 

 

33

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...

Read more...

11 Comments

Read more... 11 Comments

Category: Lead Management (56)

STATUS DETAILS
Completed
Ideas 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.

11

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Completed
Ideas Administrator

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