1

Social platforms and ads should be integrated with the Dynamics 365 Sales

Currently, there is an option to connect the LinkedIn for the Lead capture, however, this needs to expand to other social media platforms, ads and webforms (maybe Microsoft Forms) so that the Leads can be generated directly in the Customer Engagement system.

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Category: Lead Management (56)

STATUS DETAILS
New
1

Dynamics address book contact network formula

Wish we future feature a address book contact network formula, for purpose to assess contact key ratios from type of network and/or overall network. Not featuring a potential key ration contact ratio, user, may potentially calculate relationship networks outside the system. if necessary. (e.g. e...

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1 Comments

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Category: Lead Management (56)

STATUS DETAILS
New
1

Dynamics 365 marketing contact network directory

For some reason, I/we currently not easily visualize contact network directory or advanced directory by sector or line of businesses. Not visualizing contact network directory by type of network (e.g. basic, standard, advanced) and/or by business sector or line of businesses, user may potentiall...

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Category: Lead Management (56)

STATUS DETAILS
New
0

Business Rule to Update a field On Create Record Event

Hi, I am having a custom form where, I enter my day-to-day activities done for a Lead. I have a custom field that will show the "Latest activity" alone. Currently I have to manually copy the values from the last entered activity from the list and paste into the field "Latest Activity" along with ...

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Category: Lead Management (56)

STATUS DETAILS
New
1

BUG on Enhanced Opportunity Products adding experience in wave 1 2020 update

Somewhere between version 9.1.0.17754 and 9.1.0.18042 you have introduced a bug on the filtering system for the new "Add products" dialog. While it works on the first it doesn't in the latter. According to my research, the function that creates the fetchxml query is somehow manipulating it and it...

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Category: Lead Management (56)

STATUS DETAILS
New
0

Ability to translate the enhancec product add experience

With 2020 Release Wave 1 the "Enhanced product add experience" was introduced. It provides a better user experience for adding products to an opportunity. The product add panel contains some labels which currently cannot be translated or can only be translated by exporting the default solution. ...

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Category: Lead Management (56)

STATUS DETAILS
New
4

delay - postpone - hold a Queue item.

I get to my queue, I have a queue item that tells me to call a customer, i get the message that the customer is on holiday for 2 weeks. I need to be able to delay - put on hold - postpone the queue item so it re-appears in 2 weeks time. Such an obvious function that I'm struggling to believe it...

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Category: Lead Management (56)

STATUS DETAILS
New
1

Requesting to enable Enhanced experience feature for order entity as well.

Requesting to enable same feature for order entity as well. https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enable-enhanced-add-product-experience

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Category: Lead Management (56)

STATUS DETAILS
Needs Votes
0

More fields available in the forms header High density

We would like to have more than 4 fields available in the header of a form. Using high density is a good idea, but we need to be able to add more fields (e.g. Date of next review) in the opportunity header form. Please consider this possibility to enhance the visibility of the business to sales...

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Category: Lead Management (56)

STATUS DETAILS
Needs Votes
2

When creating an email from the timeline, template created in the opportunity should be displayed by search.

[Actual Results] When an email is created from the timeline of the [Opportunity] record, the record is automatically registered as [To], and the record set as [To] has priority when searching for a template. Therefore, the template of [Opportunity] is not displayed even if the [Related] record is...

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Category: Lead Management (56)

STATUS DETAILS
Needs Votes