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...
Avoid creation of ContactForParty record on Lead Qualification when Global Address Book is enabled
When running Sales + Dual Write connection using Global Address Book, each Qualify of Lead operationa automatically creates Contact For Party record. This should be an optional parameter in case you still want to keep the parent-Relation Account 1:N Contact in place, and only define for specif...
Continue initiating Business Process Flow to multiple opportunities
Microsoft released a new feature of being able to qualify one lead to multiple opportunities (up to 5). Currently the Lead to Opportunity process is only continued for the first opportunity. All other opportunities will have no BPF assigned.
A suggested workaround from MS Supp...
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...