Adding a status of duplicated contacts to allow Merge
It would be useful to have added a column Status to the duplicate detection view as merging is only available for the contacts/accounts with the status Active. Adding the status to the detection rules does populate the column but it also lists all the contacts in system, which is not desired beha...
Microsoft Portal automatic user activation from CRM365 user database
SUTD is currently manually update CRM365(https://sutd.crm5.dynamics.com/) contact's web authentication object ID from SUTD Azure AD, so user can be activated and sign into https://sutdcrm.microsoftcrmportals.com/ Microsoft Support have provided only solution is that contacts will have to redeem...
We should be able to manage massively the relationship between users and Account access team
We should be able to manage massively the relationship between users and Account access team. Now the only way we hay in the application is to add one by one manually. It would be ok to have a possibility to add users massively importing by excel por excample.
Posts can't be filtered through 'Related Entities' in Advanced Find like activities
Posts can't be filtered through 'Related Entities' in Advanced Find like activities. We have a common requirement identify posts related to specific record /records with specific post. Similar to activities . Activities can be filtered through regarding field/related entities. In the post regardi...
Enable scrolling through the activity list instead of having to open, read, close, open, read, close ....
Enable scrolling through the activity list instead of having to open, read, close, use back button, resort, open, read, close use back button, resort etc. etc.
Ticker symbol website redirection option to google instead of msn or bing
We should be able to change Ticker symbol website redirection to google search instead of default msn or bing site.
Modify appointment form save behavior
Strange behavior: On the appointment form, if you enter information on another tab than the first and you save the appointment, the form will jump back to the first tab. This interrupts the work flow especially on large data entries. Idea: Like in the rest of the system, on save stay on the tab ...
Enable ability to change modified on/by stamps on Timeline records to created on/by
Currently when viewing a Timeline record, note or activity, the only option is to see the modified on/by time stamps. It seems intuitive this should be able to be changed to the created counterparts. With other processes within CRM, for example reactivating a case cancelling a previous Case Resol...
Industry segmentation/vertical in success center
As CSM within Microsoft supporting SMB customers, we miss having each customer segmented by industry verticals. An average each CSM gets 50 accounts assigned. Having segmentation allows not only CSM but also supervisor to enable account distribution by industry verticals and focus on particular...
Mass add contacts to segment
Allow users to add more than 250 people from a view to a list, segment, etc. I created a view to show me all our sold to accounts. There are thousands. However, to add these to a segment I can only select 250 at one time. Please increase this threshold to be 1,000 or give the option to add all.