Personalized Metrics should be made available permanently
The current release of Dynamics doesn't support the changes made to the Metrics permanently. The Personalized Metrics for the Opportunity Pipeline view are available only until you log out, which is not that useful for an user. The changes made to the Metrics should be made permanent so that u...
Reopening of Opportunity should not depend on Previous Stage
When the previous stage is blank for a closed Opportunity, then it cannot be reopened by the Owner as well. In order to reopen a Opportunity, previous stage is mandate which is not ideal. This creates unnecessary hassle on the user who might want to reopen a Opportunity to modify the data. The...
Export Tracking logs to be available in Dynamics
In the current version of Dynamics, only the Import logs are being tracked and does not have Export logs. An Organization need to know who downloaded their data and which data was downloaded. Even though it is done by their own users, a tracking log will ensure that the data is not being misus...
System Admin should be able to make Personalized Metrics change for all users
Personalized Metrics change is not permanent currently and will be applicable only till the user logs out. Also, the changes will be on User level. System Admin should have the access to make changes to Metrics and the changes should be available for all the users. The users can adopt these ch...
Add Previous Stage as OOTB Feature
Currently there is no OOTB option to know the previous stage of a closed Opportunity. Having this feature as an OOTB functionality will let the organization knows from which stage the user has closed the Opportunity. Also, the data should be automatically populated in this field, once the user...
Conversion of Text to Numeric value (Ex: 4M Input should be converted as 4000000)
We should have the ability to add text value instead of Numeric, so that the system automatically converts it into Numeric value. This reduces the effort of the users and easy to understand as well. For Example, if a user wants to add 4 Million, he can enter it as 4M and system should automati...