152

Email editor lacking most features expected and required by customers

With the latest releases of Dynamics CRM Microsoft is focusing on Service and have delivered several improvements on SLA, USD, Social, Experience HUB, etc. This is all great and a multi-channel strategy is exactly what we need to have. However, for many customers the fact remains that a huge s...

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14 Comments

Read more... 14 Comments

Category: General (541)

STATUS DETAILS
Under Review
40

Convert Lead dialog box no longer appears during lead qualification

After the Polaris update, when qualifying leads, the dialog box is no longer available to select the creation of Account, Contact or Opportunity. When the qualify button is pressed, CRM Dynamics assumes that the user wishes to create an Account, Contact and Opportunity. When we covert leads, o...

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7 Comments

Read more... 7 Comments

Category: General (541)

STATUS DETAILS
Planned
October 2019
Ideas Administrator

Thank you for your feedback!

 

Would like to update you that this capability is planned for 2019 Release Wave 2 in October.

Please refer to 2019 Release Wave 2 documentation for Dynamics 365 for Sales for details.

 

Sincerely,

Paramita Chatterjee

PM, Microsoft.

29

After application of UR12, Notes now show new owner / modified by instead of how it has worked previously (ANOTHER BUG)

yet another nasty surprise after the application of UR12 (don't do it!) - now we find that MS has arbitrarilly chosen to display the modified by and modified on for the notes section instead of what it previously was which was created by and created on.

this is a diversion from how...

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3 Comments

Read more... 3 Comments

Category: General (541)

STATUS DETAILS
Under Review
21

Exporting more than 100,000 rows of records to Excel

Dynamics 365 allows user to export records up to 100,000 rows to Excel. However, in order to export more than 100,000 rows of records, it is necessary to split the export into multiple parts. And that is too troublesome because splitting data need advanced search function and so on. It would be m...

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4 Comments

Read more... 4 Comments

Category: General (541)

STATUS DETAILS
New
18

"Hierarchy" icon on UCI

On Web Client Interface, "Hierarchy" icon is displayed on the left side of the records which has "record hierarchy" in the view screen. On UCI, only [View Hierarchy] button appears when you check the record which has "record hierarchy", but "Hierarchy" icon never be displayed. It is impossible t...

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2 Comments

Read more... 2 Comments

Category: General (541)

STATUS DETAILS
New
16

Ability to sort system view and personal view lists in folders

It would be great if system view and personal view lists can be sorted in folders. This feature would be helpful for multiple views.

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0 Comments

Read more... 0 Comments

Category: General (541)

STATUS DETAILS
New
16

Audit log of the downloading file operations

Currently audit function cannot record the operation of downloading files attached to the records or exporting Excel files etc. The security becomes higher, if the audit function can record when, who and which files are downloaded. It should be able to record the operation logs of downloading fil...

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1 Comments

Read more... 1 Comments

Category: General (541)

STATUS DETAILS
New
16

Bring back the Copy Link Feature

Up to version CRM2011 you could select copy link which would put the url into the clipboard. Now you have to select send email , and c&p the link from there.

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2 Comments

Read more... 2 Comments

Category: General (541)

STATUS DETAILS
Under Review
16

Add a Filter Option - Older than X Days

Currently the only older than filter option is by month. This would be a nice addition and would allow escalation views to be created that could be user to improve service levels on cases or other sales entities that need follow up after a certain time frame.

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3 Comments

Read more... 3 Comments

Category: General (541)

STATUS DETAILS
Completed
Ideas Administrator

This capability should be available now for all views in Dynamics CRM.  Please refer to the following link for more information:

https://msdn.microsoft.com/en-us/library/gg334216.aspx#OlderThan

 

Sincerely,

Mike Carter

15

Dynamic Marketing List support for not-in queries

The top Connect item for MSDynCRM requesting NOT-IN functionality is resolved, if you consider coding/development requirements as user friendly enough.
https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/678568

Using tools such as FetchXML Builder (google it if y...

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1 Comments

Read more... 1 Comments

Category: General (541)

STATUS DETAILS
Under Review
Ideas Administrator