More complex and flexible and performing CRM Pricing Engine
Hello,
I'd like CRM to have a more complete pricing engine that could offer capabilities like:
- Multi-Stage Pricing Calculation pipelines where admins can write calculation formulas using in-context variables
- Promotions like "Buy 2, get 1 free" or "Buy 2 of Product A and g...
CRM Products entity Enhancements
I suggest the following improvements/enhancements to products:
- Possibility to create multiple product catalogs with hierarchical structure (categories / subcategories)
- Variants support (like size/colour)
- Possibility to assign catalogs (or parts of catalogs) to Accounts / Mar...
Disable in Competitor form missing - please add
Deactivate button is missing from Competitor form in CRM 2011. Since we would like to be able to deactivate also this form, please add this possibility in future release. (We issued a support case on this, but it seems to be missing as part of intended design.)
Allow Duplicate Detection rules to be sent with Solution
It will be usefull to have the possibility to add the Duplicate Detection Rules inside the Solutions.
Right now, i need to import the solution, and then create manually the Duplicate Detection Rules in the destination environment.
Thank you!
Word Template for Quote Printout
When printing quote impossible to sort the records and use the lastitem functionnality as this one become mixed up.
No possibility to have also a property set in the CRMTemplate.dot document that will give us the number of records and be able to use it during the mailmerge for printing th...
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Mail Merge from Web Client
It would be beneficial for users to be able to run a mail merge from the web client without having a ton of different clicks once they get in Word. We are web based users and having to go into outlook to run a mail merge is the worst part of this product.
Create a Campaign Response from an incoming Phone Call
Currently, a Campaign Response can only be created for a Phone Call that was distributed from a Campaign Activity. I would prefer that a Campaign Response could be created from any Phone Call.
Scenario: Prospect phones in - "Hello, I'm calling about XYZ mailshot / billboard that I s...
Internet Lead Capture Browser Compatibility Problem
Internet Lead Capture is not readily available in Outlook CRM Online add-in. This is due to CRM credentials not being passed and cached to the Internet Lead Capture website. IE popup blocker also prevents opening the site within a frame. I request that this website be integrated to use the CRM...
Update Invoice Product through workflow (also Opportunity Product, Quote Product, Order Product)
What is especially bad about not being able to do this is that you can create a Workflow for the Invoice Product entity, you are just unable to make changes to the record that you are initiating the workflow form... I understand that there is a lot of validation and filtering and calulcations ...