Erro na atribuição de registros de oportunidades
Usuários com perfi de leitura em nÃvel de "user" relataram estar ocorrendo erro ao tentar atribuir registros para outro usuário em diferentes módulos do CRM 365.
Ability to Collapse/Expand Sections on the Entities
On the entity forms, where we have lot of fields and Sections, it will be convenient to have Collapsible/Expandable sections so that we don't have to scroll through the entire sections. Sales Force has this feature. Please vote for this ides if you want to have the ability to collapse/Expand t...
Context-Based Filtering of Connection Roles and Entities in the Connection Form
Currently, when creating a new connection in Dynamics 365, users can select from all defined connection roles and entity types – regardless of the source record's entity type (e.g., Opportunity, Lead, etc.). This leads to confusion, incorrect relationships, and inconsistent data quality.
Add custom Business flow to the Kanban Control
Referring documentation: https://learn.microsoft.com/en-us/dynamics365/sales/add-kanban-control
The Kanban view can only be associated with the Sales Process business process flow.
We would like to have other Business process flows (custom) can be associate wi...
Child Entity Visibility
Hi,
I tried adding a product to a new Opportunity, but the Opportunity Product child section isn't visible during creation. It only appears after saving the Opportunity. However, we need the ability to add products while creating the Opportunity.
Fix Aggregation Issues in Columns Sum Function
Currently, aggregate functions in Views and therefore in the Pipeline View returns incorrect values when filters involving related entities are used. This can cause inflated totals, for example, when multiple quotes are linked to the same opportunity.
Proposal:
Opportunity Duplication
I used Salesforce for 20+ years prior to using Dynamics 365. One huge limitation in Dynamics is our ability to manage our renewals in this system. Salesforce had the ability to close an opportunity and then duplicate/clone it. For example, with software subscriptions, they'll renew their so...
Enable Quick Find to Search with Contains
The quick find search boxes are set to search by "begins with" by default. To perform a "contains" search, you need to use wildcards. However, I believe it would be a valuable improvement to have "contains" search as the default, as it is more user-friendly and intuitive.
...
Can't send Teams appointment as another user
Hello Team, good day! our cx report an issue related Create Team meetings in CRM. when they change the organizer of teams meeting , system will nor generate Teams meeting link in CRM timeline. we have found related doc. This looks like a product limitation.
https://learn.microsoft.com/en...
Allow customize the Opportunity Close form on Customization Application
Hello Team, our cx report a feature request, customize the Opportunity Close form on their own MDA application.
we have checked the find related doc, The capability to customize the Opportunity Close form is supported only in the sales app built on Unified Int...