2

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

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1 Comments

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Category: General (2251)

STATUS DETAILS
Declined
Ideas 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.

2

Dynamic Marketing Lists Member Count

Include the ability to display the number of members for a Dynamic Marketing list on the form

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0 Comments

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Category: General (2251)

STATUS DETAILS
Needs Votes
2

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

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0 Comments

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Category: General (2251)

STATUS DETAILS
Needs Votes
2

conditional content blocks in editors

In the editors if would be great to combine the capabilities of liquid/conditional content logic blocks

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0 Comments

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Category: General (2251)

STATUS DETAILS
Under Review
2

Built-in Phone & State Formatting

Phone Formatting as a settings option/setup configuration and State Abbreviation Format as an Option/setup configuration

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1 Comments

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Category: General (2251)

STATUS DETAILS
Needs Votes
2

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...

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0 Comments

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Category: General (2251)

STATUS DETAILS
Needs Votes
2

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

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0 Comments

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Category: General (2251)

STATUS DETAILS
Needs Votes
2

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...

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0 Comments

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Category: General (2251)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
2

Duplicates getting created in CRM due sync with CRM Client for outlook and phone sync

ISSUE :
_____________________________
Duplicates getting created in CRM due sync with CRM Client for outlook and phone sync

DESCRIPTION :
______________________________
When contacts are synchronized from Microsoft Dynamics CRM to your Outlook, the Outlook plugin...

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0 Comments

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Category: General (2251)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
2

CRM???????iframe????????

????iframe?????CRM??????????????????????
"Refused to display 'https://xxxxx.xx.xx...' in a frame because it set 'X-Frame-Options' to 'SAMEORIGIN' "

???allow origin ????CRM?????????????????????????????????????CRM??????????????????????????????????????????????

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0 Comments

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Category: General (2251)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.