Business Unit Entity Available as Hierarchical Entity in Forecast


The Business Unit entity is not defined as hierarchical entity and it cannot be changed to a hierarchical entity. Hence it cannot be used as hierarchical entity in Forecasting. This would be useful to be able to break down the forecast into organizational units.

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Category: Forecasting, Goals, and Territories (36)

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Create Lead or Contact by Scanning Business Card QR Code


We have implemented the business card scan functionality that comes out of the box with Dynamics for Sales. Our users approach us more and more frequently with the request to be able to create the Lead by scanning the QR code printed on more and more business cards they receive from customers. Th...

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Category: Lead Management (63)

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