Currency available for Goals
Today it's not possible to create goals with a different currency than the one used at organization level. Our users based on different country must be able to set up the Target values in the local currency they use, as same happens in Opportunities Please enalbe the currency field(that exists...
Notification Icon for Mobile Devices
It will be nice to show in the MS Dynamics app for mobile devices a red circle with the number of activities that you have to conduct when someone adds you as owner of the activity. This can be displayed also as Notifications in the screen of the mobile device. Also perhaps in some way when yo...
Visit Planning capabilities according to priorities / distances in the accounts
Generate a list of customers that must be visited by using determined criterias in the account e.g. Open Opportunities, Open leads, Customer classification, Sales volume, last visit date and Distances (using nearby function in a map) . Once this list is obtained, selecting the accounts and the...
Relationship Analytics should consider Activity custom entities
In relationships analytics to calculate the Relationship Health Score it's considering only the OOB activities, but does not take into account the custom entities. In our case we have created Visit report entity, that reflects what was discussed with a customer but this is not considered. A lot ...
More fields available in the forms header High density
We would like to have more than 4 fields available in the header of a form. Using high density is a good idea, but we need to be able to add more fields (e.g. Date of next review) in the opportunity header form. Please consider this possibility to enhance the visibility of the business to sales...
Detect with Power Automate an Untrack activity
We do not provide deletion permissions to our users for the activities. And Dynamics Security role only provides the permission at activity level, not at individual activity type. What happens is when they untrack an email or an appointment, the untrack action happens but the deletion of the ac...
Ignore email tracking recipients when belongs to the company domain
We have defined internal companies with the employees in order to send them internal marketing communications marketing and newsletters. When we track an email, due to the contact person email address is recognized in CRM, the email is linked to this internal company. That means that you are near...
Forecastion. Allow to Download Quota Template using a selected owner in the hierarchy
The template provided for Quota just contains the Sales person hierarchy. We need to provide the file to the country managers in the organization, but it is not possible to split the file, because we do no have additional data.
What needs to be changed:
Allo...
Suppress Limit of 1000 records exported in email delivery and interaction details. Allow the access to the record with a Link
We we have in RTM an email that has been sent through a Journey, we can only export 1000 records of the contacts used in the email. A lot of times when we send emails we need to check the "Blocked" or "Delivery Failed" and you have a limit of 1000 record maximum to be exported in a CSV file.
Create org Chart using Account hierarchy
We are using Account hierarchy and org chart functionality. The org chart is only available to account level. What we would like to do is to use the hierarchy to set the org chart at hierarchy level, I.e. using the parent account to identify who is who at all levels. Could you please to consid...