Dynamics CRM Help should inlcude explanation of how to update existing records with a csv file
I searched through the Help content on how to update existing CRM records using a csv file. I could not find it any where. It focuses more on inserting records. I finally got the answer from another source.
Manual sales process
Allow for the creation of a sales process where the stages can be manually set by the users. My understanding is that in version 4.0 the sales pipeline report does not support this sales process type.
Allow campaign activity view to show lead company name
We sell products to other business's (B2B ) thus our CRM leads are business's (they do not contain fisrt and last name information) . We need to show the people making sales calls the name of the company. At the moment, it is assumed in MSCRM when marketing to leads that they are individuals (...
Read access on Queues should not be required in order to reassign activities
As described in a blog entry I wrote http://www.altriva.com/AltrivaBlog/PostID/26.aspx a user must have read access on queues in order to reassign an activity to another user. Otherwise, they recieve an error stating "The logged-on user does not have the appropriate security permissions to vie...
Customised entity names not reflected on the convert campaign dialogue
When a quote/opportunity/order entity name is customised, the convert campaign response screen does not reflect the customised names. The dialogue text content should be customisable, since not having entity name customisations reflected on these dialogue forms is seen as a bug by customers.
Rollup 7 - not able to update order data when the order is in a Submitted status, fields are read-only
I am unable to change the information on any order with a Submitted status. As soon as the status is submitted, all the fields on the form (header and detail) become read only. I need to be able to change data on orders with a submitted status.
We change order data up until the ord...
Problem z dodanym atrybutem typu money
W MS CRM versja 4.0 PL w chwili gdy dodamy atrybut typu money automatycznie zostaj? dodane 3 dodatokowe atrybuty:
1) nazwa_atrybutu(Podstawowa)
2) exchangerate (pole decimal systemowe)
3) transactioncurrencyid (pole lookup z odniesieniem do Waluty)
Jednak, gdy usuwam w/w at...
set regarding - email
Currently when I do a "set regarding" email it places a copy of the email in "my work" or "in progress."
The assumption is that the email might contain an action item. Would like for this to not populate these queues.
The result of this is that users are constantly needi...
Thank you for your feedback.
We released this feature as part of the functionality in a previous release.
Sincerely,
PM,
Microsoft.
Preview capabilities for campaign email
A shortcoming with the marketing module of MS CRM is the lack of preview abilities for campaign emails. Users have to actually distribute the emails to a test group before mass distribution.
A single preview form should be a necessity
Thank you for your feedback.
We released this feature as part of the functionality in Dynamics 365 for Marketing. The marketing product has a rich ad-hoc preview capability and even lets you to preview on specific devices using Litmus. Of course a test send is also included in Dynamics 365 for Marketing.
Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/prepare-marketing-emails
Sincerely,
Christian Abeln, PM,
Microsoft.
Support for taxes
Please add support for product taxes such as the Australian GST to future versions of CRM.
Administrator