Enhance Entitlements to allow 1 entitlement to be shared by multiple Accounts
Enhance Entitlements to allow 1 entitlement to be shared by multiple Accounts.
This would allow for scenarios where a Head Office has subsidiary Offices, but any of the associated offices can draw down from the allocations for 1 Entitlement (that was established by the Head Office...
Custom Activities - Outlook
Are there any plans to sync custom activities to Outlook. Many clients have requested this and hope this will be included in the future release.
Drag and drop functionality for creating a view
When creating a View for an Entity, it would be much easier to have drag and drop functionality.
For adding columns, you would just need to drag and drop the fields from the list and there would be no hassle.
Also, for configure sorting, we only have choices of either ascend...
Edit any related record from Subgrid of the form
When we create a subgrid to add any record of the related entity, it should be possible to edit that record from the subgrid, and also the changes should be reflected into the original record.
For example, if Quote Entity has a default subgrid for Product records, it should be possi...
Dropdown Fields - Visible Values
Would be nice if dropdown fields had a visible option per item. Sometime certain drop down fields we have, start growing,with items, and older items don't get used anymore but still need to be around. Microsoft forces you to see all the items in the dropdown field vs allowing you to customize ...
Duplicate Contact records created when Synchronizing CRM with Outlook.
Post installing and configuring CRM client for Outlook
Contacts that already exist in Outlook are duplicated when same contacts are sync from CRM to Outlook
This is because the Duplicate detection rule does not work when records are sync from CRM to Outlook.
The workaround is...
Emails that are BCC'ed should make it into the Queue in CRM
When Bcc'ing an Email address in CRM, the Email does not make it into the Queue. It only works when the Email address is in the "To" or "CC" fields. This is important for our teams at Sound Transit, for internal correspondence without exposing other teams to our external customer base.
Display of Quote Product Properties in table of Word Template
The quote products are showing the product properties inherited from the original products. After exporting the quote records into a word template, the subgrid of quote products shows “Edit” word in the product properties column of the quote product subgrid.
It is expected to...
Dynamics CRM Online - Free Limited Sandbox for Generic Training/Overviews
I would like to suggest the ability to sign up for a Dynamics CRM Online Free Limited Sandbox for use for generic training and overview. I do webinars for the CRM User Group community and internally at out company. It would be nice to have a generic CRMOL Sandbox to use for showing the full su...
Custom fields on ActivityPointer
Custom fields should be available on the Activity itself, called Activity pointer. The reasons are: The same function is needed for all Activity types, so we don't need to make multiple fields with the same name and beaviour on all types. It might be a category, a comment, a relation, whatever...