Feature to control "Close as won" and "Close as lost" for Opportunity entity
Currently, there is no feature to control "Close as won" or "Close as lost" for Opportunity entity.
However, sometimes we want only certain users to perform these close process.
If "Close as won" and "Close as lost" could be controlled by security roles etc, the range of Opportunit...
Display pipeline phases on Opportunity comparing the specific past time
On Dynamics 365 Sales, we want the function which can display pipeline phases on Opportunity comparing the specific past time.
For instance, displaying the report showing report or charts regarding both current month and last month can instantly tell us the Opportunity flow.
It wou...
The summarization feature within the Copilot in the Dynamics 365 Sales app is not functioning for fields that have been enabled.
Although the summarization for the account table has been enabled via [App Settings] - [Copilot] - [Opportunity] in the Dynamics 365 Sales app, there are cases where the summarization of specified items works and cases where it does not.
Since this feature relies on AI to gene...
Opportunity Close Event on Timeline - Show user who really closed opportunity
Opportunity Timeline:
When the opportunity is closed there is in the opportunity timeline the event of the "opportunity closure" posted. The timeline entry has the title "Opportunity Close from" and shows a user name.
But the name of the user ...
Allow values in Option sets / Choices to be marked as inactive
Allow values in Option sets / Choices to be marked as inactive, so that existing data can show them as values, but that they are then not offered as a value when updating data
Link availability
The oppurtunity link from sales hub should redirect or work for people with team member app/licence.
Opportunity Duplication
I used Salesforce for 20+ years prior to using Dynamics 365. One huge limitation in Dynamics is our ability to manage our renewals in this system. Salesforce had the ability to close an opportunity and then duplicate/clone it. For example, with software subscriptions, they'll renew their so...
Customisable Kanban for multiple objects
Kanban view in Opportunity is so lacking compared to Salesforce. Not being able to choose which fields to view and being able to sort/rank by is pitiful, it's really frustrating to have to explain to the users
Convert to Opportunity with auto-populating account + contact
We have a demand that opportunities should automatically include account + contact, when converting from an activity. Usually our activities set against a contact, which in most cases has a connection to an account. By "convert to" opportunity we have to set either the contact or the account ma...
Conversion of Text to Numeric value (Ex: 4M Input should be converted as 4000000)
We should have the ability to add text value instead of Numeric, so that the system automatically converts it into Numeric value. This reduces the effort of the users and easy to understand as well. For Example, if a user wants to add 4 Million, he can enter it as 4M and system should automati...