13

Feature to hide deleted fields in personal view

We request the implementation of the feature to hide deleted fields in personal view. Although the admin user deletes the field ,If general users add the field to the personal view, the error is displayed. The current error elimination method is very inefficient because users delete the correspo...

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Category: Admin Settings for Sales (6)

STATUS DETAILS
New
9

Audit changes for personal settings on Audit log or Security/Compliance center

Sometimes it's unclear that who changed personal settings because the settings seem changed by someone else. We know that personal options can only be set by each user, but some admins would like to audit all user's operations as much as possible. It would be much better if audit log or Security/...

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Category: Admin Settings for Sales (6)

STATUS DETAILS
New
9

Ability to include or exclude GUID when exporting records.

If the user can export without including the GUID of the record, the user can easily migrate data with other services.

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Category: Admin Settings for Sales (6)

STATUS DETAILS
New
1

Refresh manually the predictive date on lead/opportunity

Hello AI Team, I think that it wiil be great to manually refresh the preditive data on the Leads or opporutnities directly from the ribbon with a button. Sometimes, even after 24 hours, the data are not refreshed and it's impossible to control when it will apear... Thanks

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Category: Admin Settings for Sales (6)

STATUS DETAILS
Needs Votes
Ideas Administrator
Hi Julien,
Thanks for your suggestion.
Today the scores refresh every 24 hours.  If the lead/opportunity has not undergone any change there is likelihood that the score doesn't change in 24hrs.
Having said that, we take your feedback and will evaluate whether putting an explicit refresh score button will be helpful for customers.
 
Elad Ben-Yosef
Senior Program Manager
Dynamics 365 AI for Sales  
 
0

AI Setup Relationship analytics

The planned communication frequency can only be defined on an tenant level and therefore it is the same benchmark for every customer in the system. In real live, I would need to differenciate the planned communication level, e.g. based on customer ABC rating. As well as per role: It is unlikel...

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Category: Admin Settings for Sales (6)

STATUS DETAILS
Needs Votes
Ideas Administrator

This is understandably a fair feature request.  Communications requirements vary based on individuals, types of deals, among other attributes.  Additional health granularity is in our plans.