Concatenate Account Name to Lead Name
As a B2B organization we need to concatenate the Account Name to Lead Name
Lead Qualifikation duplicate issue
Unfortunately, we think that the logic as it is currently is still in need of revision.
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If I get a lead duplicate during qualification, there must be the possibility to see as a user without technical understanding, which lead record is the duplicate.
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The way via th...
New Lead Duplicate Detection experience does NOT identify duplicates on create
Hi,
New lead duplicate detection engine is not able to identify a duplicate on creation, it requires the User to refresh the lead for the notification to be shown.
We´ve been told is by design, but is not very convenient and is very confused for users, roles a...
Custom Model Injection for Sales Qualification
- During Lead Qualification process allow a panel to inject custom model as per business requirement based on user defined criteria similar to customer journey in Dynamics 365 Marketing unlike current Hot Lead, Warm Lead or Cold Lead only.
- Define custom lead assignation algorithm bu...
STATUS DETAILSNew
Allow "Record Set" to be enabled on entity views
When viewing a specific entity in Dynamics Sales (Leads in this case), our teammates love the "Open Record Set' option that is available only when you open a specific Lead record. Our younger Producers who often work between 50-100 records in a given day would like that view to be able to sho...
Lead disqualification
There is still a lot of ambiguity in the definition of a lead:
- older version of Dynamics CRM: unqualified data that has to be checked
Current version of Dynamics CE: a potential opportunity
This implies the following:
- Qualified = the marketing...
STATUS DETAILSNew
Choose Primary Record when Merging Lead Contact through Duplicate Pop Up Notification
Recently, we have been having an issue that we haven’t encountered before. When we merge leads using the duplicate pop up notification and go through the process of setting up the merge specifications, the system marks the wrong lead as open and the other as Disqualified/Lost. Please allow use...
Feature to transfer notes to Contact when converting Lead to Opportunity
Currently, notes created in the Lead entity are only carried over to the Opportunity enntity to which they are converted.
Notes of the Lead entity are not carried over to the Contact entity record created when converting from Lead entity to Opportunity entity.
If notes are inherite...
Create Lead or Contact by Scanning Business Card QR Code
We have implemented the business card scan functionality that comes out of the box with Dynamics for Sales. Our users approach us more and more frequently with the request to be able to create the Lead by scanning the QR code printed on more and more business cards they receive from customers. Th...
Required BPF fields to Qualify a lead when NO is selected are not enforced.
When your system is set to not automatically create a Account, Contact, and Opportunity upon lead qualification, the system does not enforce the BPF required fields in the Qualify a Lead section. This means that if certain fields are not required on the form to save a record, but is a required fi...