105

Social pane does not show all activities

The social pane does not show all activities but only those where the current record is set in the regarding of the activity. This causes e.g. a phonecall with a lead in regarding to a campaign activity not to be shown. This is a critical limitation because it's not possible to see the complet...

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7 Comments

Read more... 7 Comments

Category: Social Integration (51)

STATUS DETAILS
Under Review
68

Customize Phone call and Task form in Social Pane

There are two activities in Social Pane, Phone Call and Task, that opens an inline form within the social pane sub grid. We cannot customize these two forms. These are Quick View Forms in which customizable = False.

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2 Comments

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Category: Social Integration (51)

STATUS DETAILS
New
42

Bug Upgrading CRM 2013 to CRM 2015 - "Activity Feeds is not available while working offline."

When upgrading an on-premises CRM 2013 environment to CRM 2015, we receive the following error trying to view Activity Feeds in the "What's New" area in a web browser: Activity Feeds is not available while working offline.

This seems to be a bug where CRM thinks it is offline when it i...

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9 Comments

Read more... 9 Comments

Category: Social Integration (51)

STATUS DETAILS
New
35

Ability to customize the Social Pane, specifically to add fields

Scenario: I am a Marketing Manager and I want my subordinates to use the Social Pane on the Lead entity to log their Phone Calls. I'm glad there's a "Left Voicemail" check box. But I also want a Disposition field (Interested, Not Interested, Wrong Number, Bad Contact Info, etc.) as well as a N...

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7 Comments

Read more... 7 Comments

Category: Social Integration (51)

STATUS DETAILS
Under Review
34

Remove Yammer from Activity Feed

Once customer integrate Yammer with CRM Online, there is no way to remove it from the Activity Feed. It would be great to have the ability to remove it and bring it back to the original CRM Online Activity Feed.

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1 Comments

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Category: Social Integration (51)

STATUS DETAILS
New
27

Activity Feed "Follow" record creation with workflow when one already exists

I’ve found some weirdness around creating activity feed follows with workflow. If one already exists, the workflow will not be able to complete because there cannot be duplicate follow records; however, it doesn’t make the workflow fail, it sticks in waiting status.

My scenario is pret...

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3 Comments

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Category: Social Integration (51)

STATUS DETAILS
Under Review
22

For Yammer Integration--ability to set default group by user or by entity

Rather than having the user select the group every time they post on the social pane of a record, it would be great if you could default the group based on the user and/or the record type.

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1 Comments

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Category: Social Integration (51)

STATUS DETAILS
Under Review
18

Enhance Yammer Integration to Show Related Record on the Dashboard Feed

Currently when a user posts in the social pane of a record, this goes into Yammer referencing the CRM record the post is related to. However, in CRM, the feed on the dashboard does not show the record it is related to. This makes it very difficult to get benefit from the feed in CRM.

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1 Comments

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Category: Social Integration (51)

STATUS DETAILS
Under Review
17

Activity Feeds Do Not Support Entities Whose Ownership Level = Organization

There is a documented limitation in the activity feeds that says only those entities that are user or team owned can be used in activity feeds. This presents a challenge for those implementations where there is a large amount of data being sourced from other systems and is read only. When th...

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2 Comments

Read more... 2 Comments

Category: Social Integration (51)

STATUS DETAILS
Completed
14

Follow or Subscribe To button on contact records

Provide a button (on the ribbon) that allows a user to "follow" or "subscribe" to specific records. For example a user could "follow" a contact record and then have that record become part of the users My Contacts list view or Contacts I Follow list view (similar to following Tweets except tha...

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2 Comments

Read more... 2 Comments

Category: Social Integration (51)

STATUS DETAILS
Under Review