Business Rules to allow OR function
It would be helpful for the business rules to allow an "OR" function.
Closing opportunity
Hi,
We would prefer to be allowed to update the "close opportunity" screen (as lost or as win). As an example, some customer require to be able to enter the competitor in the win screen and sometimes some other information.
Regards,
CRM 2011 Outlook?????????????????????
Dynamics CRM 2011 Outlook??????????????????????????????????????????
?? ? ?????
?????DB???? ? 2014/10/14 18:06:00
???? ??????DB??????????????????????????????
?????
???? ??????DB???????????????????????????????????????????
Two-way mapping from one field of Entity to the field in Associative record of another Entity.
When enters the values in field on any entity, it should automatically populate to the field in Associative record of another Entity, also when updated or entered the value in the to the Associative record of Entity, it should get populated to field in initial Entity.
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 ...
Should be possible to import members to marketing lists
If a user has a list of Companies (that may already be in CRM) from an external source it should be possible to import these Companies as members to an existing marketing list. Same goes for contact and lead members on marketing lists.
I saw another similar feedback item in this for...
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 ...
Marketing List member count not display correct count in CRM 2013
Issue
-------------
Count of records associated to marketing list and displayed by 'Members Count' are incorrect in CRM 2013
Marketing List has 100 members added but in the 'Member Count' Field that display <> 100
Creating new Marketing List with same records resolved...
Business Process Flow sould be activated as per the change in security role
When a business process flow is created it is assigned to Security roles . So if we need to change the Business process flow we need to deactivate it and the Activate the other , instead if we change the security role of the Business process flow should change instead of deactivating it and ac...
Notes issue from Lead to Contact, Opportunity or Account