Comments
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.
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.
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.
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
I believe this idea can be considered a duplicate of this https://experience.dynamics.com/ideas/idea/?ideaid=3834388f-5904-f011-a4de-6045bdb53877 (sorry, I cannot enter it as a link, the system says "We have encounter some malicious input. Please remove that and try again"); I voted for both, but I would prefer that both be considered as one, grouping all the votes together.
Clarification: When a planner manually inserts a work order between two existing bookings on the schedule board, the system should automatically move the subsequent bookings forward in time to prevent overlap, while still respecting travel time calculations and working hours.This behavior is common in route-based service planning tools (e.g., Ortec Service Planning) and would significantly reduce manual adjustment effort for planners working with inspection or recurring field activities.The current schedule board protects existing bookings and does not resequence activities, which makes manual insertion of jobs inefficient in route-based planning scenarios.