1

Business Processes connecting to entity

The new business process function is really good, but it is not possible (without coding) to connect it to anything else. For example, on Opportunities, the "Sales Stage" field's values are drawn from the business process, but not updated as the opportunity progresses. It would be really goo...

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0 Comments

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Category: General (1482)

STATUS DETAILS
Under Review
8

Need the ability to edit the Opportunity Products Inline Edit View

I would like to edit the Opportunity Products Inline Edit View
Which will help to add the additional fields to the view.
It is For CRM 2013.

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4 Comments

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Category: General (1482)

STATUS DETAILS
Under Review
13

MVP Bug - Null Boolean field causes auto save issues with limited field security profile - CRM 2013 Online UR1

When a record has a null two option field, and the current user is being limited to only reading the field via a field security profile, auto save will not invoke nor can a manual save be done when the field is formatted as a checkbox

Repro Steps:
Create a new entity

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2 Comments

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Category: General (1482)

STATUS DETAILS
Declined
1

"Electronic Mail" on the Wizard pane is missing from Quick Campaign Email via Mail Merge

CRM Server RU13. Outlook Cient AddIn RU15. and also same behaviour on Server RU14 and Outlook client RU14
Step to reproduce: Create a marketing list of contact type. Add some members with email address and enabled for sending marketing material. From the marketing list create a quick camp...

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1 Comments

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Category: General (1482)

STATUS DETAILS
Needs Votes
1

Resize/remove sales process banner from opportunity form, as it is irrelevant to our needs

Resize/remove sales process banner from opportunity form, as it is irrelevant to our needs.
There should be a function or a way from where we can remove or hide the Business Process Flow bar from the Leads and the Opportunity form.

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1 Comments

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Category: General (1482)

STATUS DETAILS
Under Review
4

When printing a case record, complete data of a multi line text field is not printed when there is a scrollbar on the field

When printing a case record, complete data of a multi line text field is not printed when there is a scrollbar on the field. Same behavior is experienced by multiple users on multiple workstations and in Non-Microsoft browser (Google Chrome) and CRM for Outlook addin. Print preview form show c...

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3 Comments

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Category: General (1482)

STATUS DETAILS
Under Review
0

CRM 2011 Online - Marketing List limitation (WS 3927)

We are working with US customer in CRM 2011 online. The requirement is to have huge marketing list members (in millions). We are restricted with two of the following
1. Converting from Dynamic to Static Marketing list fails because of the volume
2. Static marketing list is not accept...

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1 Comments

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Category: General (1482)

STATUS DETAILS
Needs Votes
2

"Drag here to group" on the Job list

Grouping is available on many lists in MarketingPilot; programs, campaigns, tasks, etc. However it is not available on the Job list. Grouping is a powerful report feature and the Job list is likely the most used report area in the system. It should be added to the Job list so users can take ad...

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3 Comments

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Category: General (1482)

STATUS DETAILS
Under Review
3

Create quick links on the task widget to upload file, create approval, mark completed

Add icons to the task widget to allow a user to quickly upload a file, create an approval/review and mark the task completed. Uploading a file or creating an approval/review should link to the job or object the task is on. For example, the uploaded file should be available on the job. This fea...

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3 Comments

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Category: General (1482)

STATUS DETAILS
Under Review
5

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.

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4 Comments

Read more... 4 Comments

Category: General (1482)

STATUS DETAILS
Declined