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...

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Category: General (916)

STATUS DETAILS
New

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...

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Category: Unified Experience: Search, navigation and performance (995)

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New

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...

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Category: Account, Contact, Calendar and Activity Management (465)

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New

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 ...

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

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New

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...

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Category: Lead Management (58)

STATUS DETAILS
New

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...

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Category: Email Management and Outlook Integration (163)

STATUS DETAILS
New