Adding sub step in stages
MS CRM - We can define multiple stages. Under each stage, there could be multiple steps. We have configured this.
We further need to add substages under each stage.
For e.g.
Stage: Development, QA, UAT, Go Live
Stage 1 Development: Steps:
1.1 Tas...
Historical Exchange Rate
Problem :
- Exchange rate can't be updated on table if we have to recalculate the currency base field on form based on any historical exchange rate.
- Dev need to create program code unnecessarily to handle the historical data if opportunity is closed earlier and we have to ret...
STATUS DETAILSNew
when applying the "_" filter in our entity view, as it retrieves all records rather than the relevant ones.
Customers encounter difficulty when applying the "_" filter in entity view, as it retrieves all records rather than the intended relevant ones. This poses a challenge for users searching for specific information using the "_" symbol.
It would be really great if we can get this f...
Report for Opportunity Team Member
Dear Microsoft Support,
We are facing an issue while extracting the opportunity when a user gets added as opportunity team member. We are unable to produce a report for opportunity team member without using any third-party tool. We understand that the XRM tool must be used to ...
Opp
It would be a fantastic idea to reflect on their Opportunities on sales representatives list after assignments, enabling them to make updates without creating new ones. This way, both the creator of the Opportunity and...
[ integration ] [ [ Quotes and Opportunities ]
The customers procedure for doing business is to make offer the total price value and this price should be locked and it should not change, even if the price of the product changed from CRM side.
However, there is no option for locking price in Quotes
Link availability
The oppurtunity link from sales hub should redirect or work for people with team member app/licence.
Currently when we create an activity on an account either child or parent in the hierarchy. The activity is getting showed on its top hierarchy or its parent account's timeline. But when we create an activity on opportunity the activity is visible on timeline of deal and its primary account only but not on its parent account and above the hierarchy
Currently when we create an activity on an account either child or parent in the hierarchy. The activity is getting showed on its top hierarchy or on parent account's timeline. But when we create an activity on opportunity the activity is visible on timeli...
Possibility to create metrics that are available to all users
Ability to create system metrics, for all users to see in the new pipeline view available in Opportunities.
Currently the creation of new metrics are only available to the user who creates it and while logged in, then they disappear.
It would be interesting to be able to create m...
Opportunities associated with lead in Kanban view
We think opportunity kanban view is very usefull, but has a big problem. Doesn't work for oportunities begins in the lead. If the bussines process flow associated to the opportunity is Lead to Opportunity process flow, this record are not visible in the kanban view.
Will be u...