2

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...

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1 Comments

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Category: General (1518)

STATUS DETAILS
Under Review
10

Notes issue from Lead to Contact, Opportunity or Account

#NAME?

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0 Comments

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Category: General (1518)

STATUS DETAILS
Declined
4

Export the Global Option Set values directly to Excel

Users should get the option to export the values of Global Option set directly to Excel which will help the users to directly export the values of Global Option Set to Excel.

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0 Comments

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Category: General (1518)

STATUS DETAILS
Under Review
2

Hide Lead Options in Convert Campaign Response dialog box when Lead entity access is revoked

Scenario: Suppose instead of using the Lead entity, our organization elects to use Campaign Response entity. This way there is a direct linkage between our tradeshow Campaign and the Campaign Responses (aka the people we knew or met at the tradeshow) without risking duplicate records.

I...

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0 Comments

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Category: General (1518)

STATUS DETAILS
Under Review
2

Recycling an opportunity as a lead

Hi,

In Sales process and Lead nurturing, best practices are to be able to re-send an opportunity to the marketing team for more lead nurturing.
In this case, it would be interesting to be able to send back an opportunity (in stand-by) to lead.

Regards

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0 Comments

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Category: General (1518)

STATUS DETAILS
Under Review
2

API to delete records in another system

Hello,

please consider providing an API that doesn�t only feed contact records into another system (I my case Dynamics to MailChimp) but also is able to delete records again.

Currently I can sync contacts from a Dynamics Marketing list over to MailChimp using Cazoomi SyncApps. Ho...

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0 Comments

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Category: General (1518)

STATUS DETAILS
Under Review
2

Request for Bahasa Malaysia pack

We are trying to do custom translation to �Bahasa Malaysia� language which not available from CRM 2013 language pack. What have we done is to export translation solution and translate using excel and import back to CRM 2013.Unfortunately, I found that there are some of the menu can�t be transl...

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1 Comments

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Category: General (1518)

STATUS DETAILS
Under Review
2

CRM ????????????Outlook Client ??????????????

CRM ?????????????????Outlook Client ???????????????????????????????????

????/ ??/ ???????
?????????? ????

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0 Comments

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Category: General (1518)

STATUS DETAILS
Under Review
3

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

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0 Comments

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Category: General (1518)

STATUS DETAILS
Needs Votes
3

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.

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1 Comments

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Category: General (1518)

STATUS DETAILS
Under Review