Display Dynamics Marketing Lists against Contact
Currently only static marketing lists can be viewed from a sub-grid on a Contact form and from the Common menu. Dynamics lists are now mainly used so these should also be listed on the Contact form and Common menu. Thanks Eileen
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
conditional content blocks in editors
In the editors if would be great to combine the capabilities of liquid/conditional content logic blocks
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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Administrator
Thank you for your feedback.
We are not considering the suggestion at this time due to the following reason:
The calculation required to keep up all dynamic marketing lists (fetch XML queries) that may return a specific contact and that for all contacts would be a large computational effort and could not easily be achieved for most audience sizes and numbers of dynamic marketing lists.
If you have select dynamic lists that should be observed and reflected on contacts, one way could be to materialize a dynamic lists into a static lists and such use the existing mechanics.
Sincerely,
PM,
Microsoft.