Adding the same person to Opportunity Sales Team with different roles


In our sales business process it can happen that the same person works on a given opportunity but with different roles. For example the same person can act as sales rep and account manager. We believe that this is a quite common situation across different industries. At the moment this opt...

Read more...
0 Comments

Read more...
0 Comments

Category: General (992)

STATUS DETAILS
New

Allow URL Redirection for Sales Mobile Application


In order to align URL for CRM application we have created a redirection. For example our company name is OneCORP. So instead to use the Microsoft standard URL https://OneCORP.crm4.dynamics.com they will be using https://crm.onecorp.com. But unfortunately this redirection is not working with Mobi...

Read more...
0 Comments

Read more...
0 Comments

Category: Collaboration including Teams and Office 365 Integration (58)

STATUS DETAILS
New

Ability to define default Landing APPS at User Group Level


Since January 2018 we have rollout our new UCI Application to all our end users. The issue we are facing is that in case a user has got several APPS available for their profil the URL will redirect them to APP Home Portal instead of CRM Application. In our case all our users are having at least 3...

Read more...
0 Comments

Read more...
0 Comments

Category: Account, Contact, Calendar and Activity Management (476)

STATUS DETAILS
New