US - Texas - Houston - CRM

Share your feature requests!

  • 1.  Share your feature requests!

    TOP CONTRIBUTOR
    Posted Nov 08, 2017 02:46 PM
    Here is the link to vote/add feature requests for Dynamics, as discussed in our CRMUG meeting.
    Microsoft Dynamics 365 · Microsoft Ideas

    Here is the request to remove the mandatory opportunity creation when qualifying a lead. Please vote! I'm sure there are duplicate requests, because there were only 2 votes, which surprises me.
    Lead Qualification should not automatically create an Opportunity · Microsoft Ideas
    Dynamics remove preview
    Lead Qualification should not automatically create an Opportunity · Microsoft Ideas
    I agree with Chistopher, I have the need of create only a contact when I qualify the original lead, because we have an auto numeric that adds one when we qualify the lead as an oportunity. The actual qualification make us to have a fake data when we try to analize the results.
    View this on Dynamics >


    ------------------------------
    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------


If you've found this thread useful, dive deeper into User Group community content by role