CRM??Outlook?????????????????
CRM????????Outlook????????Outlook?????????CRM?First Name,Last Name ???????????????????????????????CRM?Full Name?Outlook?Full Name????????????????CRM??Outlook???????Last Name,First Name????????????????????
Sample: CRM = Yamada Taro sync--> Outlook = Taro Yamada
Business Rules to allow OR function
It would be helpful for the business rules to allow an "OR" function.
Business Queues
Since Leo was implemented we have not been able to work effectively with Queues. It appears that Microsoft have now default Business Queues as the default view. This view is hard coded as the default and we are not able to define our own default, which is possible on all other lookup. Also ...
Need Options to disable Tooltip for the Notes Field in Microsoft Dynamics CRM 2013
When we save multiple line text data into Notes field of Social Pane and take the mouse over the notes that we added, it displays a tooltip with a multiple line text, which appears to be large tooltip. So there should be a way for disabling the tooltip for the Notes Field. so the users who do ...
Sending emails using quick campaigns only honour the primary email address field on the specified entity form.
+Sending emails using quick campaign honour only primary email address field on the specified entity form.
Example : If we create a quick campaign on the account entity and use the primary email address for the Primary contact associated to the account so
Link business process flow with Opportunity Status
We have a client with a requirement to link the different business process stages to opportunity status. They have multiple opportunity status and would like the status to change once the business process is completed.
Standard Date Fields in Opportunities - format as Date (not Date/Time)
For the Close Date field in particular, having the date and time on the field creates an issue for closing quarters or our fiscal year as we are a global company. The date and time will be the date and time of the server, but someone who is in a time zone in Europe who closes something today ...
Action Notifications on Opportunities
In an Opportunities, it would be extremely helpful to have the ability to have "Actions" that send notifications on a specified date.
For example, a list of actions might be displayed beside "POSTS", "ACTIVITIES" AND "NOTES" in the Notes Pane. These actions will have a date field for co...
Filter by multiple related entities
For example i Need all Accunts with open invioses between 1.1.2013 and 31.12.2013 and closed cases in the same periode with relation to contact xy..
Create quick links on the task widget to upload file, create approval, mark completed
Add icons to the task widget to allow a user to quickly upload a file, create an approval/review and mark the task completed. Uploading a file or creating an approval/review should link to the job or object the task is on. For example, the uploaded file should be available on the job. This fea...
Administrator