200

Ability for Sub-Grid Activity in Account form to show all related activities

Account is one unique entity that allows all related activities to be rolled up to the Account; however, current sub-grid activity in Account form for CRM 2011 only shows activities that were created in Account (regarding).

It would be great if this feature can be implemented in th...

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12 Comments

Read more... 12 Comments

Category: Activities and Activity Feed (685)

STATUS DETAILS
Planned
Ideas Administrator

 Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Alternatively, Activity wall provides you the same capability

 

Sincerely,

Venky

PM, Microsoft 

183

Change default from "next 30 days" to "All" for open activity view in accounts and contacts

The default filter for the view "open activities" in the account and contact forms is set to "next 30 days", which is very confusing for our users. I am not able to change the default filter criteria to "All".

It would be very good if the filter for the "open activities" view in the...

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18 Comments

Read more... 18 Comments

Category: Activities and Activity Feed (685)

STATUS DETAILS
Under Review
104

Notes in CRM2013 Online changes timestamps when record is reassigned - can this be changed?

Whenever we assign an Account to a different owner in CRM2013 Online, the timestamps for the notes change, to match the time the account was assigned and who assigned the account. Is it possible to change this, so the timestamp only shows, when the note was created? And show who originally cre...

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8 Comments

Read more... 8 Comments

Category: Activities and Activity Feed (685)

STATUS DETAILS
Under Review
83

Email Activites being displayed in wrong order

Within a case, there is the Notes/Activities/Post grid. This displays email activities in Modified date order. We have noticed that if you open an existing email, for example which was created and last modified several days in the past, and action a reply or forward, then the modified date of ...

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4 Comments

Read more... 4 Comments

Category: Activities and Activity Feed (685)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

We are considering adding the ability to change the default sort order on the activity wall. This will allow you to use either created on or actual end date field (which has sent/recieved date value) to sort the activities. 

 

Sincerely,

Dileep Singh

PM, Microsoft 

65

Activity Rollup Cascade Behaviour

New cascade behaviour to enable rollup of activities for parent entity relationships. This would allow a parent entity to view activities of its children in the same way Account and Contact offer this feature. This would allow custom entities to obtain the same richness as built in features.

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5 Comments

Read more... 5 Comments

Category: Activities and Activity Feed (685)

STATUS DETAILS
Under Review
61

Enhance the E-mail editor

The CRM E-mail editor is very weak. Doesn't support properly the HTML e-mail. The format of the e-mail always changes and gives a bad end result.

The signature doesn't look professional.

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7 Comments

Read more... 7 Comments

Category: Activities and Activity Feed (685)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

We are actively considering this as part of our roadmap.

 

Sincerely,

Dileep Singh

PM, Microsoft 

57

Ability to default related Activities "Filter on" to All

I would like the option to default related Activities "Filter on" to ALL instead of NEXT 30 DAYS.

A related issue was closed as of 2010 with a note that it was going to be resolved in the next release. It has never been resolved.
https://connect.microsoft.com/dynamicssuggestion...

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1 Comments

Read more... 1 Comments

Category: Activities and Activity Feed (685)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:

https://crmideas.dynamics.com/ideas/dynamics-crm/718412

Please add your valuable votes and comments to the suggestion above instead.

 

Regards,

Venky

PM, Microsoft

53

Make Social Pane Activities/Tasks more cusomizable

The social pane would be infinitely more usable if there was the ability to change the activities sort or based on whatever date/time field we choose, currently modified date. We need to be able to have it be the created on date-time.

Additionally It would be nice if we could choose...

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3 Comments

Read more... 3 Comments

Category: Activities and Activity Feed (685)

STATUS DETAILS
Planned
Ideas Administrator

Hi,

Thanks for the feedback, we are adding the ability to customize the sort order of Social pane activities in an upcoming release. In future we will also add the ability to hide/show specific activity types from Social pane as well.

Thanks

Dileep Singh

PM, Microsoft

47

Activity Pane displays Modified On Date in the records instead of the Created On date

Scenario 1 :-

1. Import an email record into CRM Organization with the Created Date set to 5 days ago. For example current date is 10/30/2015, the email's Created On date would be 10/25/2015. Make sure that you "Set Regard" it to an contact record.
2. Post importing of the emai...

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8 Comments

Read more... 8 Comments

Category: Activities and Activity Feed (685)

STATUS DETAILS
Planned
Ideas Administrator

Hi,

Thanks for the feedback, we will be considering this as part of our roadmap for an upcoming release.

Thanks

Dileep Singh

PM, Microsoft

46

After upgrade to CRM 2013 when you create a telephone call activity from "Notes and Activities" subgrid of contact "information form", the "phone number" and "call to" field is not populated

+After upgrading to CRM 2013 online, I navigate to sales --> contacts -> (in the information form) --> scroll down to "Notes and activities" section
+click on the (+) sign to add an activity and then select "phone call" activity.
+the "phone number" and "

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7 Comments

Read more... 7 Comments

Category: Activities and Activity Feed (685)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion! "Call To" field is being populated now, however the phone number field is empty. We will consider this in our road map.

 

Sincerely,

Venky

PM, Microsoft