14

while clicking on (+) sign in look up of Potential customer field in opportunity entity, quick create form of contact is getting opened.

while clicking on (+) sign in look up of Potential customer field in opportunity entity, quick create form of contact is getting opened.

Concern:
=======
Needs to have account quick create form while clicked on (+) sign in potential customer field.
And if we click on ...

Read more...

4 Comments

Read more... 4 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Planned
Ideas Administrator

Under Review

13

Feature to specify Custom Activity entity as destinations for Activity entity conversions

Currently, Activity entity is only converted to specific entities such as Case and Opportunitiy.

In addition, Custom Activity entity is not eligible for conversion.

If the feature to allow Custom Activity entity to be specified as conversion targets for Activity entity is fixed, we...

Read more...

0 Comments

Read more... 0 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
13

Feature to change records created from custom Activity Entitiey to record types eligible for App for Outlook integration

Currently, records of custom Activity entity are registered on the Default Activity entity as "Custom Activity" of type.

Therefore, these records cannot link to App for Outlook.

If the  to change records created from custom Activity entity to record types eligible for App for Outlo...

Read more...

0 Comments

Read more... 0 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Needs Votes
13

Provide consistent user experience by providing "Document" functionality inside main forms for entities

To provide a consistent user experience, please provide the ability to put the "Documents" functionality on the Main form for entities that are configured to store documents on Sharepoint Online/Azure. Right now it is out of their normal process to click on the down arrow next to the record nam...

Read more...

2 Comments

Read more... 2 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Needs Votes
12

Hiding Unused Activity Type On Activities filter

Since this was a OOB field and hence cannot be customized.

we couldn’t hide/remove those Activities Type as they are not usual views, they are part of System tailored Activity entity family (Activity, Activity Pointer, Activity Party, Custom Activity types, etc).

I would like to re...

Read more...

0 Comments

Read more... 0 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
12

Ability to change the entities that can be looked up in the "Regarding" field for each active entity

I think it would be useful to have the ability to look up entities in the "Regarding" field of each Activity entity (Task, Call, etc.) without any code development work. For example, a task entity refers to the ability to reference only contacts, and a Call entity refers to the ability to referen...

Read more...

0 Comments

Read more... 0 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
12

Function that can be linked to cases without "transfer" work

In the simple creation form of each activity, if you overwrite and save the record, a menu will be displayed where you can select case or opportunity as the conversion destination. If you select each, you will see something like a confirmation dialog before transfer. If you do not need to enter a...

Read more...

0 Comments

Read more... 0 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi,

 

Thank you for the submission. The status of this idea has been updated to 'Needs Votes' to provide an opportunity for other customers to review & upvote for this idea.

 

Thanks,

Revathi Sankar

PM, D365 Sales

resankar@microsoft.com

12

Support Xrm.Page.getControl().addOnKeyPress() on Address entity form

The CRM 2016 SDK contains an example of creating an autocomplete field using the addOnKeyPress method. This is not working for the Address entity main form. It would be very useful to have this new method supported for the Address entity form like it is for other entities.

Read more...

2 Comments

Read more... 2 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Planned
Ideas Administrator

Under Review

12

Duplicate detection rule on any entity in CRM is not recognizing any currency type field except the default currency.


While creating Duplicate detection rule on any entity in CRM 2013, you are not able to find the custom currency type field in the dropdown list except the default currency field.

For Example : On Opportunity entity, we do have other OOB currency data type fields i.e. Estimated...

Read more...

0 Comments

Read more... 0 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for the feedback. In the current 2016 release, settings for Duplicate detection rules have changed.  In the rules settings, there is only field, criteria, and number of characters to match. Currency type value options (or any value options) are not displayed for selection. Regardless of currency type, duplicate detection should be able to detect possible duplicates on currency.

 

Evelyn Tay

PM, Microsoft

 

12

In CRM, for those who are not allowed to use autodial via lync or Skype, should have option for none in userprofile so clicking phone does not waste time

We are not allowed to use skype or Lync. We manual dial. Thus if I want to edit phone for example, often starts to autodial then fails, then wastes time. Please add in use profile third button for none, so no time is wasted by users who do not have autodial. This should be very minor fix f...

Read more...

3 Comments

Read more... 3 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.