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When viewing a specific entity in Dynamics Sales (Leads in this case), our teammates love the "Open Record Set' option that is available only when you open a specific Lead record. Our younger Producers who often work between 50-100 records in a given day would like that view to be able to show up automatically so they can quickly switch between records they've established in either System given views or Customer individual views so they can adjust Timeline Activities and/or data entry on each record. Speed is key and at the moment, this "Record Set" option allows for faster data input and tracking against Activities across multiple records.



Category: Lead Management
STATUS DETAILS
New