Relationship Analytics
Currently within the Relationship Analytics feature, there is information presented about Client and colleague contacts, however that is currently only available against Account, Lead & Opportunity whereas it would be just as useful to have this again Contact, that would be most helpful for ou...
Systemview that filters results based on sub grid criteria
I have users related to different products on my accounts.
For example
User: John Doe, Product: Cattle
User: Don Johnson, Product: Goats
As a Account Owner, I want to be able to list all my accounts, that do not have a certain Product ie. Cattle. ...
Improved Competitor Analysis
The Competitor pain is too simplistic.
Suggest the below added as in Accounts:
- Primary contact
- Other contacts
- Internal contacts linked - ie that worked for competitor
- Lead competition - who are their main competitors (link to other competit...
STATUS DETAILSNew
Enable Spanish and Portuguese languages for Sales Premium Notes Analysis function.
The Sales Premium function Sales Analysis currently does not support Spanish and Portuguese languages. I propose to have them enabled as they are the predominant languages in Latin America.
Functionality is required that N:N relationship can be exported/imported.
it is currently not possible to export/import N:N relationship without XrmToolBox.exe.
However, we have received inquiries from customers who want to control with standard official features.
We believe that by realizing this feature, it will be able to improve the functionality of ...
Relationship Assistant Icon - change color of icon if there are new actions
Change color of the Relationship Assistant Icon if there are new actions every time sales rep opens Dynamics - a color that stands out of have the icon flash. Point is to make it stand out so rep will notice it and click on it to see their actions (both custom and OOB cards). As long as the ...
Talking Points - More language version (Finnish + others)
Talking Points is a nice feature and extremely good to show in pre-sales demo. I guess the translation of that content would be quite simple, since it is Sports, Family, Entertainment and Health related words only. Would be great!
Excel Data export - Notes function
In the Notes report generation - The Excel data export has automatically inserts the HTML tags in the Description Field – making the text unreadable. Microsoft support engineers says its an inherent issue and cannot be resolved even after discussion with the product team. The solution is to "cl...
Relationship Health Status KPI for Accounts
Hi I'm surprised that Relationship Health Status KPI field is not supported for the Account, so that we can get a view of the overall health of each account. Showing the "My Active Accounts by Relationship" view just gives you lots of --- The feature is great for seeing which opportunities need...
Automatically build customer's organisation chart using LinkedIn and AI
Using data from LinkedIn and existing contact data, automatically build the customer's organisation chart populating the manager field and enriching the contact information fields from data gleaned from LinkedIn.