16

Add a Filter Option - Older than X Days

Currently the only older than filter option is by month. This would be a nice addition and would allow escalation views to be created that could be user to improve service levels on cases or other sales entities that need follow up after a certain time frame.

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3 Comments

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Category: General (1784)

STATUS DETAILS
Completed
Ideas Administrator

This capability should be available now for all views in Dynamics CRM.  Please refer to the following link for more information:

https://msdn.microsoft.com/en-us/library/gg334216.aspx#OlderThan

 

Sincerely,

Mike Carter

15

Ability to edit fields with speacial data type "Customer"

We have a field with display name "Potential customer" in the Opportunity entity
If we click on New (+) button a Contact quick create form opens
Since the data type of the field is Customer, we are not able to edit it.

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0 Comments

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Category: General (1784)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!


This functionality to create either Account or Contact from Customer lookup, is available now in the new user experience - Unified Interface. Please refer to the following link for more information.
 
Sincerely,
Naitik Shah
Microsoft

14

Add campaign responses to tablet app

Many customers use campaign responses and treat them as leads and want salespeople to follow up on them. Currently, campaign responses are not available from the tablet app. Please update the campaign response and campaign entities to be available from CRM for Tablets.

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0 Comments

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Category: General (1784)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality with the UCI client release

Please refer to the following link for more information:

 https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/about-unified-interface

Sincerely,

Christian Abeln, PM,

Microsoft.

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 (1784)

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 (1784)

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� Luis
Eastern Europe - Petr Iva...

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1 Comments

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Category: General (1784)

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

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Category: General (1784)

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 (1784)

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 (1784)

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 (1784)

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.