10

Ability to track tasks created on OWA(Outlook on the Web)

User would like to display the tasks which created on OWA(Outlook in the Web) like appointments in Dynamics 365 also. Users cannot track tasks right now and we would like you to add a function that can be connected by tracking.

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0 Comments

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Category: General (1385)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. The feature to track tasks is available by using the 'Outlook category' feature. Please refer to the following link for more information: Use Outlook category for tracking.

Sincerely, 

Naitik Shah 

PM, Microsoft.

8

Convert Lead dialog box cannot be customized

The Qualify Lead screen is not configurable. Although there is embedded functionality from this form (creating other entities), I have been in a number of situations where we’d like to configure the form.

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5 Comments

Read more... 5 Comments

Category: General (1385)

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.

6

Add sales terrotories as parent of other sales territories

Say I have a main sales territory called EUROPE, and its manager is John Doe.

Below Europe, I broke down the sales territories as follows, with the following managers:

Europe - John Doe
Northen Europe - Jason Smith
Southern Europe - Jos´┐Ż Luis
Eastern Europe - Petr Iva...

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1 Comments

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Category: General (1385)

STATUS DETAILS
Completed
Ideas Administrator

In 2019 Release Wave 2, a hierarchical relationship was made available out of the box on the Territory entity.

https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/out-of-the-box-hierarchical-relationship-territory-entity

5

Notify customers in Dynamics 365 when new public information is released or updated

We would like you to add a function that notify the customer environment when new public information is released. This time, we are able to find out by chance by making an inquiry about the web interface will be gone in about a year. If there is a notification function in Dynamics 365 when pub...

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0 Comments

Read more... 0 Comments

Category: General (1385)

STATUS DETAILS
Completed
Ideas Administrator

Hi,

We have made significant improvements in communicating what will be coming for future releases.  All information about what will come is at roadmap.dynamics.com.  Within each App, you will start to see Release Plans and Notes of what will come for upcoming releases.  We will provide our Release Notes 3 months prior to GA.  We will have 2 major release events a year.  Wave 1 in April.  Wave 2 in October.  Included in Release Plans will be video packages that we will review new features, access to community events, and more. 

 

 

5

Allow Notes from Leads to transfer to new records when the Lead is Qualified

When a salesperson is working a lead, they use the notes to keep track of things they have encountered with the Lead.  This could be anything from new contacts at the site, to the Mechanical contractor they have used in the past, to the current value of the contract, even equipment and ve...

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4 Comments

Read more... 4 Comments

Category: General (1385)

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.

4

Convert Lead dialog box


The convert lead dialog box dissapeared after the rollup 2012, last december/januari (2012/2013). Now, everytime you qualify a lead, three records are created. This is annoying since it is not always wanted to create three (most of the times it isn't) and therefor it pollutes the databas...

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20 Comments

Read more... 20 Comments

Category: General (1385)

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.

3

Activities concerning campaigns must be possible

It should be possible to have a campaign as a regarded object in an activity.
= It should be possible to have activities for campaigns, just as you can have activities in other entities (like account, order, ...)

Remark: I know there are Planning tasks in campaign and activitie...

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1 Comments

Read more... 1 Comments

Category: General (1385)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in a previous major release. Planning activities are maintained in the Activity Timeline.

 

Sincerely,

Christian Abeln, PM,

Microsoft.

2

Emails that are BCC'ed should make it into the Queue in CRM

When Bcc'ing an Email address in CRM, the Email does not make it into the Queue. It only works when the Email address is in the "To" or "CC" fields. This is important for our teams at Sound Transit, for internal correspondence without exposing other teams to our external customer base.

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0 Comments

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Category: General (1385)

STATUS DETAILS
Completed
Ideas Administrator

Closing as this was addressed a few years ago. 

0

Error when adding members to a Marketing List

Hi,

I'm getting an error when adding users to a marketing list. Below is the error I get when I run a trace. The users just get an error message saying an error has occured.

The error seems to appear when I'm using Advanced Find to add the members and then choose "Add all...

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2 Comments

Read more... 2 Comments

Category: General (1385)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for reaching out.

Your suggestion seems to be a product bug.

Please reach out to the relevant support channels as specified in Product support (http://go.microsoft.com/fwlink/?LinkID=616937).

Sincerely,

PM,

Microsoft.

1

Marketing List member count not display correct count in CRM 2013

Issue
-------------
Count of records associated to marketing list and displayed by 'Members Count' are incorrect in CRM 2013
Marketing List has 100 members added but in the 'Member Count' Field that display <> 100
Creating new Marketing List with same records resolved...

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0 Comments

Read more... 0 Comments

Category: General (1385)

STATUS DETAILS
Completed
Ideas Administrator

 Thank you for reaching out.

Your suggestion seems to be a product bug. We had provided a bug fix in that area.

Please reach out to the relevant support channels as specified in Product support (http://go.microsoft.com/fwlink/?LinkID=616937).

Sincerely,

PM,

Microsoft.