Convert to Opportunity with auto-populating account + contact
We have a demand that opportunities should automatically include account + contact, when converting from an activity. Usually our activities set against a contact, which in most cases has a connection to an account. By "convert to" opportunity we have to set either the contact or the account ma...
STATUS DETAILS
Needs Votes
Customized Activity Entities in Sales Accelerator
It would be great, if customized activities would be shown also in the sales accelerator tool.
We are using e. g. a couple of customized actitivies in our D365 beyond the standard activities, but also related to sales processes. None of those activities are in the sales accel...
STATUS DETAILS
New