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Ability to edit relationship to allow "Add Existing" Contact/Case function in Account and Incident Entities
Customer is looking for the ability to search and select existing contacts and add them to the sub grid within the Account Entity. Currently the system just opens the quick create form when the customer clicks +. Workaround solution to change the out of the box relationship account_primary_con...
Create branching in workflow
Users should be able to create branches in workflow (series of tasks) to address complex processes. Branches should allow if/then statements and parallel work streams.
This was specific to Marketing Pilot.
If we can copy a Goal for the another user instead of keeping on creating.
We have six Sales person.
So every quarter we have to make six different goals for each of them.
If I would have the feature of copying the goals I will just change the name of the sales rep and the work will be done.
So this would be one of the great suggestion and will make work eas...
CRM 2011 Using custom entities in a marketing list?
I am currently developing the campaigns entity in a way that is easily understood by our employees.
When trying to create a marketing list using the custom made entities (Targets and Prospects) I have found this is just simply not possible and it means I will have to personally and manual...
Access sharepoint from Iframe in CRM Online 2011
In Dynamics CRM Online users should be able to access the sharepoint website from within an iframe. It is also suggested that the user should be able to access all the microsoft websites present in the O365 from the CRM Online organization. It can be very feasible as the users can access the r...
Allow the creation of Marketing Lists off different Entities
We keep all of our E-mail Address information in a separate custom entity. This allows us to track subscription per e-mail adddress, as well as keep track of which should be the primary, etc.
However, this prevents us from using many of the Marketing features in CRM because we cannot use ...
Unable to create Associated records Activities, Opportunities, Cases with new forms
From the new Account Screen, I cannot add a new Opportunity, Contact or Case using the left navigation pane. A very common function is for users to open an Account record, and then add an Activity, Opportunity or Case. Users should not have to switch to Classic View before creating these ass...
CRM- Allow to add file attachments to email campaigns
It's possible to define attachments in an EMail-template to distribute EMails with attachments. But if I don't have a template, i can't choose attachments to distribute with.
The possibility to distribute campaign activities with EMail-attachments would be nice.
Ability to Recalculate Goals via workflows/batch
Currently, it appears there is no way to automate the recalculation of goals in CRM.
Scenario: Nightly interface from Business Intelligence system provides Currenty and Prior YTD sales. Because it is updated nightly, it would be nice to trigger the automatic re-calculation of goals ...
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