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...
Custom My Open Leads
It would be helpful, if not useful, to be able to personalize the columns in the list view of "My Open Leads". I target multiple different independent retail and specialty retail channels; healthcare, fitness, outdoor, CE, transport, etc.... As I develop my leads, I would like to be able to sor...
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.
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...
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...
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 ...
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...
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. ...