114

Convert Lead dialog box - we want it back!

After applying the latest Product Update related to the December 2012 Service Update for Microsoft Dynamics CRM Online, users may notice that the lead Qualify button no longer presents the Convert Lead dialog box. A new Opportunity is being created an opened, there is no chance to get the old ...

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17 Comments

Read more... 17 Comments

Category: Lead Management (82)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales

Sincerely,
Paramita Chatterjee
PM, Microsoft.

40

Convert Lead dialog box no longer appears during lead qualification

After the Polaris update, when qualifying leads, the dialog box is no longer available to select the creation of Account, Contact or Opportunity. When the qualify button is pressed, CRM Dynamics assumes that the user wishes to create an Account, Contact and Opportunity. When we covert leads, o...

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11 Comments

Read more... 11 Comments

Category: Lead Management (82)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales

Sincerely,
Paramita Chatterjee
PM, Microsoft.

 

 

34

The first letter of BPF stage name shouldn't be displayed in Capital letter when it is set as lower-case character

On Dynamics 365 (online) Ver.9.1., even if the first letter of the stage name of BPF is set as lower-case character, the first letter is displayed as capital letter. It would be user-friendly if the character size is set by user preference. e.g. When it is set: dynamics or crm When it is display...

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2 Comments

Read more... 2 Comments

Category: Lead Management (82)

STATUS DETAILS
Planned
2023 Release Wave 2
Ideas Administrator

This idea is currently being picked up for implementation. We will add the release dates as we get closer to completion.

 

Thanks,

Revathi Sankar

Product Manager, D365 Sales

33

Introduce lead conversion options and make dynamics better for B2B-sales >> User can chose how he wants to convert a lead - only into a contact, into an opportunity and a contact, ...

Dynamics is focused on a 1:1 relation between a lead and an opportunity. This is not very helpful for B2B-sales. I give you two examples, why this is very inconvenient:

1) Frequently, I have multiple persons (=leads) in an potential customer organization that I try to get in contact...

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11 Comments

Read more... 11 Comments

Category: Lead Management (82)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales

Sincerely,
Paramita Chatterjee
PM, Microsoft.

25

Internet Lead Capture is of vital importance

Hi,

Please make the internet lead capture feature available for UK users of Dynamic CRM. So we can use it to capture potential client leads from a website or other such as shows and so on.

I belive this would be a valuable feature for many businesses.

Best Regards,

...

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27 Comments

Read more... 27 Comments

Category: Lead Management (82)

STATUS DETAILS
Under Review
20

Feature to transfer notes to Contact when converting Lead to Opportunity

Currently, notes created in the Lead entity are only carried over to the Opportunity enntity to which they are converted.

Notes of the Lead entity are not carried over to the Contact entity record created when converting from Lead entity to Opportunity entity.

If notes are inherite...

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0 Comments

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Category: Lead Management (82)

STATUS DETAILS
Under Review
19

Custom Aggregation Headers on Grid Views

We use Grid views for opportunity tracking and forecasting. Users will edit opportunity fields and forecast amounts inline in this main grid view. To make it truly useful for them though, they need to be able to see some summary numbers at the top: their quota target (separate field, no on oppor...

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5 Comments

Read more... 5 Comments

Category: Lead Management (82)

STATUS DETAILS
Under Review
15

Business Card Reader - Additional Languages

The business card scanner is currently only able to process the English and Japanese languages. An extension to other languages would be very useful.

Especially business cards from the European or German area can not be processed completely, for example due to a different order in relat...

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0 Comments

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Category: Lead Management (82)

STATUS DETAILS
New
14

Configurable Close opportunity form

It should be possible to modify the Close opportunity form. The same way that As is it possible to modify in the next release the close opportunity form : https://docs.microsoft.com/en-us/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-reso...

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0 Comments

Read more... 0 Comments

Category: Lead Management (82)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!

It is now possible to customize the close opportunity dialog. Check out Customize the Opportunity Close form in Dynamics 365 Sales | Microsoft Learn

12

Add more control when merging duplicate records.

[Actual Results] When you merge duplicate records, the user who created the master record becomes the owner, and the creator of the child record no longer has ownership. Also, any contacts, activities, notes, opportunities, and other child custom entity records that were registered in the origina...

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1 Comments

Read more... 1 Comments

Category: Lead Management (82)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the idea. The idea category has been updated for better triaging. To help prioritize this idea, please upvote.

 

Thanks,

Revathi Sankar

PM, D365 Sales

resankar@microsoft.com