Microsoft Dynamics 365
To log user activities is for international companies very critical. The log should track customer user, as same as partner (GDAP) users. Second is even more important. The customer needs to have a log, when external (GDAP partner) access the customer environment.
We have the same issue - KANBAN is great BUT it only shows opportunities that have been created as opportunities. Excludes any opps that have started as leads and then converted to opps.
This is a issue for us as kind of renders either the KANBAN or the Lead qualification process useless.
Would love it it if all opps could be shown in the BPF KANBAN view - would it be possible to have both the Opportunity & lead to Opp. BPFs linked to the KANBAN
The hover function usually works on 2 tables: systemuser and contact - and there seems to be an unnecessary link between both:
We understand well that for guest users, the hover function does not work on the "systemuser" table (as there is also additional internal information displayed, e.g. availability status)
However, for the "contact" table, there should not be any restrictions an we'd like to see it work!
We need to be able to customize the card form of a Note in order to display the regarding field. Without this, the extended rollup functionality of Notes is useless. Why is this possible for Activities, but not for Notes?
If you look in the D365 Sales Mobile app, we do get a regarding field for Notes on the form, so why is this not possible in the unified interface?