0
Category:
STATUS DETAILS

Comments

When setting up a highly automated process for incoming invoices, this function is absolutely essential from the perspective of the internal control system.

Category:

This "feature" unfortunately seems to have been introduced along with the release of the modern transaction grid feature. When the modern transaction grid parameter on the visual profile is activated the automatic scrollling of the lines view in Store Commerce stops working, but the focus seems to stay on the most recently added line at least. However, if you turn of the parameter on the visual profile the automatic scrolling works as expected. A colleague reported this to support but apparently this was considered to be the intended behavior...If this is the intended behavior please consider implementing a parameter allowing a choice to keep modern transaction grid active but change the scroll behavior to how the old transaction grid functioned. And as Paul also mentions above, a choice to add items from the top, so that the most recently added is at the top, would be greatly appreciated.

Category:

Hey,

We are trying to find a workflow that allows us to improve the collaboration between marketing and sales. We think this could be possible by assigning tasks/calls/appointments/(emails missing) to specific people.

Now you can only choose for customer journey owner (this means the owner gets assigned all tasks and then has to re-assign them himself, which is not efficient).

Or you can use contact owner/contact created by, but this also does not work out for marketing automation tools. Most of these contacts will be automatically generated by a marketing form (so the owner is always the owner of the marketing form which is most often not sales).

It would be a lot better if we could assign a specific owner to tasks. By doing so, we can also use the split functionality. Let's say we have a segment with 100 people who submitted a form that need a personal follow up call/personal email from a sales person, we could then automatically let the system assign 50% of the tasks to person A and 50% of the tasks to person B.

Category:

When a new lead is created by a Customer Journey - it copies over Name, Phone, and Email from the Contact record. However, there are other fields in the Contact record that customer's want to add to the new Lead record. For example, Company Name should also be populated. Provide a way to identify what fields should be mapped when a new lead is created from a customer journey. To resolve this today, a custom workflow is needed.

Category:

Was this great idea created in 2019? Any chance to get this in 2026?

Category:

Retail client desires ability to have vendor, view their own purchase order arrival dock appointment time (WM/TMS) and confirm the time in the vendor portal. As a distribution coordinator at a retail DC that receives 90 trucks per day and ships over 90 trucks from 26 dock doors, planning dock arrival times are critical process steps.

Category:

Duplicated of another similar https://experience.dynamics.com/ideas/idea/?ideaid=a5966a8d-c6eb-ec11-b5cf-0003ff45ec1c

Category:

I totally agree with this proposition. Permission can be a complex matter and it's event worst with add-ons. Security manager should be able to run an instance of a user even if it's only in Sandbox, to validate the user can do his tasks and can't do what you don't want to.

Category:

This would be so useful!!!

Category:

In fact, there are 4 ideas for the same "Statistical account budget":https://experience.dynamics.com/ideas/idea/?ideaid=3834388f-5904-f011-a4de-6045bdb53877https://experience.dynamics.com/ideas/idea/?ideaid=2be3fb4d-ee03-ef11-a73c-000d3a0dc541https://experience.dynamics.com/ideas/idea/?ideaid=acc0bbed-c9fe-ee11-a73c-6045bdb93e93And this one is the last that has been created. Please, search for your idea before create a new one:https://experience.dynamics.com/ideas/search-ideas/?q=budget%20statistical&forum=e288ef32-82ed-e611-8101-5065f38b21f1

Category:

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 500