Dynamic Marketing Lists Member Count
Include the ability to display the number of members for a Dynamic Marketing list on the form
Ability to sort quote product grid
Sorting of quote product grid currently is flawed and needs to be redesigned. Currently it does not sort the child products within a product bundle category
Built-in Phone & State Formatting
Phone Formatting as a settings option/setup configuration and State Abbreviation Format as an Option/setup configuration
Adding the same person to Opportunity Sales Team with different roles
In our sales business process it can happen that the same person works on a given opportunity but with different roles. For example the same person can act as sales rep and account manager. We believe that this is a quite common situation across different industries. At the moment this opt...
Unified Interace: add an option to convert an email to a lead
As of v9.0, the UI only offers to transform an email into a case.
Please also add the option to transform an email into a lead as well, just like on the old web client
When closing an opportunity the estimated revenue, populates the close value not the actual revenue
How do we correct the issue? Is there a workaround to fix it? This needs to be changed the way it is working since inception.
How do we gain access to modify the mapping of the opportunity to the opportunity close, so that we can adjust it so the ‘Actual Revenue’ on th...
Duplicates getting created in CRM due sync with CRM Client for outlook and phone sync
ISSUE :
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Duplicates getting created in CRM due sync with CRM Client for outlook and phone sync
DESCRIPTION :
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When contacts are synchronized from Microsoft Dynamics CRM to your Outlook, the Outlook plugin...
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Double Clicking on Quote Activate Button causes the record status to be updated to "Active" twice
If user double clicks the Activate button on quote form, CRM updates the status to "active" twice. This causes problem when there is requirement to trigger workflow or plugin on quote status change.
CRM2016: Unable to have the "Xrm.Page.data.process.moveNext" working in OnSave event
It is impossible to have the "Xrm.Page.data.process.moveNext" working in OnSave event, however it is working fine in Onload on CRM2016.
In result, it has become "By design", if so, please add the feather and the info at the page below.
https://msdn.microsoft.com/en-us/lib...
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