SMS ability in Dynamics 365 Sales
Hello,
Dynamics 365 Sales has the feature we as customers can enable and start using with simple configuration for existing providers such as: Azure communication services, Twilio etc. We have implemented it using ACS and our agents love it.
Immediately aft...
Allow Multiple Owners for Leads (Co-Ownership Feature)
Description:
Currently, Dynamics 365 only supports a single owner per lead, which limits collaboration in sales teams. While Access Teams and record sharing provide partial solutions, they do not allow the lead to appear in both users’ standard “My Leads” view or repor...
Ability to Customize the "Convert to Lead" Dialog
Currently, when using the Convert to Lead dialog, certain fields such as Last Name are marked as required. Even after changing the Lead entity field requirement from Business Required to Optional, the dialog continues to enforce the requirement.
This behavior is confusing and ...
MSD leads
1) Email directly from MSD to the client(Integration of Outlook to MSD). Reason we have like 50 leads and it becomes tedious to send it to all clients individually by copy pasting emails individually.
2) MSD should have templates which can be added or customized from us.
3) The nam...
Lead Qualification Experience in D365 Sales
When configuring the new lead qualification experience in Dynamics 365 Sales, using the following configurations:
- Prevent creating multiple opportunities from the same lead.
- Restrict users from editing the opportunity before qualification.
- The new Lead...
STATUS DETAILSNew
Uae Lead Topic name instead of contact for reference related to activities
Concept of lead is very limited and follows idea where lead is related to a person. In real life you can have multiple leads per person - especially when selling to government sector. if you have multiple or many leads e.g. 60 per person then its impossible to identify related activities due i...
Existing customer - Leads
Current lead functionality is wasting time (intention for any CRM is to save time also) - when creating lead you first fill in contact and account data and only later you get popup that records may exist. What is the point of submitting all data and then finding out that it was for nothing.
Activities show "Lead Contact" but not Lead Topic/Name. Cant find leads if one contact has 10+ different leads.
Leads doesnt mean that its always donwn to "new contact". New leads can be created related to existing contacts (more leads tend to be this way) and related to one contact you can have many different leads depeding on business sector.
When working in Sales, it seems its very f...
Implementation of the default "Merge Duplicate Records" button in the Lead table
Currently, the option to merge leads is only available when duplicate detection is triggered and the "View Duplicates" button appears.
Would it be possible to consider implementing a standard "Merge Duplicates" feature for leads, similar to what is available for contacts and accounts?
Out of the Box Field Mapping unable to work for some fields
When creating a lead from an existing contact and account, all data from contact and the account is not getting mapped. OOB Mapping is not able to map all the details from contact and account as of now. OOB Mapping is working in some cases and in some case...