Microsoft Dynamics CRM for phones app - Home Sales Dashboard
It would be nice to be able to set (as an admin) the charts/ tiles user see at their Home Sales Dashboard in the "Microsoft Dynamics CRM for phones" app when they first download and log into CRM via the app. We can enable charts for mobile but maybe you provide a field below that checkbox tha...
CRM for Phones - Opportunity Stages and associated actions
While on the DCRM for Phones app and in a particular Opportunity business process flow stage, the user can no longer click the ellipses and run an associated "action". These actions are available once the user closes the sales stage and is back in the "main" portion of the Opportunity. It wo...
Multiple Close Dates (One Opportunity)
If we are selling a product or services that will be recognized over 12 months, we would like to be able to reflect the revenue as hitting the funnel equally over 12 months (without having to create and manage 12 child opportunities or a custom code solution).
Can DCRM's Opportunity...
D365 Outlook App and Export to Excel Dynamic Worksheets - Dynamic Pivot
Customers electing to use the new D365 Outlook App (over the older Dynamics CRM Full Outlook Client) should also be able to take advantage of the DCRM Export to Excel options:
- Dynamic Worksheet &
- Dynamic Pivot.
Currently customers must use the Dynamics CRM Ful...