Improved Duplicate Lead Identification (Sales Hub)
The in app duplicate check, will only enable the View Duplicate button on the tool bar if:
1 - Email OR phone match
2 - Email OR phone match and company or contact name are similar (fuzzy search)
The duplicate check would be better if
1...
Ability to alter navigation behavior when Qualify Lead is executed
When we qualify a lead, we do somethings in the background and want to navigate the user to a newly created quote screen instead of automatically being navigated to opportunity. Having a method to turn off automatic navigation after qualifying a lead would probably do the trick.
Leads activity rollup to existing contact by allowing multiple leads captured in Originating Lead lookup column
Currently out of box, when lead is qualified and a contact/account is created, system manages "Originating Lead" column on contacts & account and prefill this with lead that just got qualified. This field is used for rolling up activities on lead to show up in Contact's timeline. But this work...
Proposal for Enhanced Lead Disqualification in D365 with adding a free area to write disqualification reason
Dear Microsoft Team,
I hope you’re doing well. I would like to suggest an enhancement to the lead disqualification process within D365. Currently, when disqualifying a lead, there is a sub-menu that allows users to select a disqualification reason status.
To improv...
When attempting to assign 1000 lead records, receiving an error message indicating a failure to connect to the server due to a timeout request.
The customer is experiencing an issue when attempting to assign 1000 lead records, receiving an error message indicating a failure to connect to the server due to a timeout request.
The underlying cause was identified as a batch call from the UI that triggers 1000 individual ...
MSD Column Filter Templates
I would love to see if its possible for MSD Sales to have a function where we can create templates for our column filters. Which we can create a filter to list out leads in certain categories whether it would be (Contact Status, Last Contacted, Lead Owner, etc.) and save to then revisit to use...
Connect newly created “Opportunities” to “Leads”.
Conversion from “Leads” to “Opportunities” is confirmed as the default behavior, but linking from “Opportunities” to “Leads” is currently not possible.
There are cases where it is desired to convert (link) newly created “Opportunities” to “Leads”, so we think that enabling con...
Adding a qualify button to a Business Process Flow page
It will be good if there will be a possibility to add a qualify button to a Business Process Flow page
Update Marketing Contact to Sales Ready when qualifying a Lead
When a Lead is already linked to the corresponding Marketing Contact, and we associate it with an Existing Account, upon Lead qualification, the Marketing Contact should be linked to the Existing Account and marked as a Sales Ready contact. Thank you.
Unhide the company name field on the Lead entity to add it to the system view
Issue Description: Cannot add Company Name column to system view
Repro:
-Login to affected environment
-Go to Sales application
-Navigate to the Lead entity and then click on "All le...