1

Can we get deleted activities back without opting for database restore.

Phone activities has disappeared from multiple accounts after Polaris Update.
We can't find them on the account or in the activity list. The only option to get these was
by database restore. We would like to have some functionality added to CRM 2011 Online so that we can get the delete...

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1 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

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.
1

Add a Relationship to Contact for Distributed Campaign Activites

Currently when you create a campaign activity and you distribute it to a marketing list of contacts the "activity" record does not get a relationship to the contact. The regarding field is set to the Campaign, but it really needs two regarding fields so that a 360 view of contact activities i...

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1 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Completed
1

Rollup 13 Saving regarding field on an email


Previous to Rollup 13 being applied to our on premise crm 2011 instance. You were able to set and save the regarding field on a received email.

With rollup 13 you can set the regarding field but the save, save as fields are now disabled.

usage scenario: An email is received a...

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2 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

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.
1

Connections entity not being able to be displayed in the workplace in CRM Online 2011

As per the Customer it would be really helpful to have the ability for all the entitites to be displayed anywhere in CRM, In this case the customer wants 'connections entity' to be displayed in the workplace but is unable to do so because not all the entities in CRM have out of the box capabil...

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2 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined
1

OData endpoint limitation with Actitivty Party

Submitted via MS WhiteSpace Program - #3701
In one of our requirement, we had to create an �Appointment� record programmatically using Jscript & OData by populating field �required attendees� (i.e., ActivityParty) to it. We followed below steps to complete the requirement � Created the �App...

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1 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

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.
1

Activity security


Currently when you set the privileges access(read, write) for activities to 'user' only, activities that are owned by other users, and are regarding a record that is owned by the user who has the 'user' access level, can be read and updated by that user, even though the security role shows...

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6 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined
1

Enhancements to customize Activity

I hope that I'd like to customize Preview of Monthly Calendar.

Detail:
1) Go to calendar entity
2) change Calendar Views "Month".
3) Create new appointment.

?Time(Start Time/End Time) + Subect?<= by design

Enhancements:
I want to customize a format as follows

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1 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined
1

enabling attaching activities to active quotes

unfortunately, it is not possible to attach activities directly to an active quote from the record view. this should be made possible as it is often necessary.

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3 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

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.
1

Error when scrolling to 'Quote closed' or 'Opportunity closed'

When we open an activity from the Closed Activity screen and scroll through using the arrows top right of the screen to move onto the next activity, if there�s an activity type of 'Quote Close' or 'opportunity close' it always errors when it gets to this record, see below.

Error Descri...

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1 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

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.
1

Outlook Contacts loaded to "Leads" on CRM when you hit "Track"

Hi There,
We currently have our database split between "Leads" (potential clients) and "Contact" (Clients)
My outlook contacts have hundreds of people I know and have done business with over the years.
When I want to add someone (potential client) to the CRM, I hit track, and it loads...

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2 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

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.