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Lead Qualification Experience in D365 Sales


When configuring the new lead qualification experience in Dynamics 365 Sales, using the following configurations:


  1. Prevent creating multiple opportunities from the same lead.
  2. Restrict users from editing the opportunity before qualification.
  3. The new Lead...

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    Category: Lead Management (104)

    STATUS DETAILS
    New

Publishing multiple products at once through the user interface in Dynamics 365 Sales


When trying to bulk activate draft products in Dynamics 365 Sales, you might observe that the user interface does not provide an option to activate several products simultaneously, and the publish button on the product screen disappear when you select more than one product.


Re...

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Category: Quotes, Orders, Invoices, Products (71)

STATUS DETAILS
New

Add Tenant/Directory Switcher for B2B Guest Users across Power Platform web portals (Copilot Studio, Power Apps, Power Automate, PPAC)


Summary

B2B guest users invited to multiple customer tenants can’t switch tenants in Power Platform web experiences, especially Copilot Studio, which blocks partner delivery scenarios. This appears to be a product limitation

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Category: Automation and Tooling for Administrators (103)

STATUS DETAILS
New