Notes features disabled by Microsoft
We are facing issue with Timeline notes it's not reflecting under view for all users after doing investigation I reached out to Microsoft. Where the support guy said its discarded by Microsoft. Kindly enable this feature for your consumers.
As well as please Update us time to time if yo...
Modal Dialog box for custom Opportunity Close forms
Like that we're able to customize the opportunity close form but would prefer for the custom form to be shown as a Modal Dialog box the same way the default one is, as opposed to on the side like most quick create forms.
For stakeholders subgrid we have removed values but still showing in subgrid view
For stakeholders sub grid we have removed OOB Lookup values from record2roleid field ( As the role ) from connection Entity but still showing in sub grid view On Opportunity form But it will looking not good.
Add Previous Stage as OOTB Feature
Currently there is no OOTB option to know the previous stage of a closed Opportunity. Having this feature as an OOTB functionality will let the organization knows from which stage the user has closed the Opportunity. Also, the data should be automatically populated in this field, once the user...
Reopening of Opportunity should not depend on Previous Stage
When the previous stage is blank for a closed Opportunity, then it cannot be reopened by the Owner as well. In order to reopen a Opportunity, previous stage is mandate which is not ideal. This creates unnecessary hassle on the user who might want to reopen a Opportunity to modify the data. The...
Personalized Metrics should be made available permanently
The current release of Dynamics doesn't support the changes made to the Metrics permanently. The Personalized Metrics for the Opportunity Pipeline view are available only until you log out, which is not that useful for an user. The changes made to the Metrics should be made permanent so that u...
Merge of opportunities
Currently, the merge is available only on Lead, contacts and accounts.
can you make it available on the opportunity entity as it is an important feature that can be used by D365 users.
Deal tracker bubbles highlighting
When I'm using the deal tracker in the recent opportunities view, I want the bubble highlighted when I select an opportunity from the list and vice versa.
Show filter based view in Business Process Flow
Dear Team,
I have created a Business Process Flow in Opportunity entity. It has 4 stages Qualify-Develop-Propose-Close.
Qualify, Develop & Close stages belongs to Opporutniy Entity where as Propose stage belongs to related Quote Entity.
When i click on 'Ne...
Opportunity Pipeline: Match Bubble Color to Pipeline Phases
Opportunity Pipeline: Match Bubble Color to Pipeline Phases
Business Benefit: The business knows the colors of the different phases from the Microsoft-provided ‘Sales Funnel’. There they can easily spot to which phase a part of the funnel refers to.
Matching the ‘bubbles’ in the ...