72

Ability to select custom 'email enabled' entities for marketing list member types

Currently, marketing list members must either be contacts, accounts, or leads. With the introduction of email enabled custom entities, it makes sense to be able to utilise these email enabled entities when creating marketing lists.

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13 Comments

Read more... 13 Comments

Category: General (1422)

STATUS DETAILS
Declined
1

Allow creation of System View for "Proposed Product" entity

I request to allow creation of System View for "Proposed Product" entity in Dynamics CRM online. Also, I would like to request to allow adding Graph to the entity.

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1 Comments

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Category: General (1422)

STATUS DETAILS
Under Review
3

Dialog can�t be used to create a new account without having to first select another account.

Dialog can�t be used to create a new account without having to first select another account.

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1 Comments

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Category: General (1422)

STATUS DETAILS
Under Review
1

Validation of Form Fields in Lead Capture Component

The Lead Capture HTML Component code generator asks for fields to be marked as madatory, places comments and visual affordances in the code in accordance with those fields that are selected as mandatory but does not generate or reference and code that would actually validate the form data. So ...

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1 Comments

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Category: General (1422)

STATUS DETAILS
Under Review
2

Add Campaign Responses to Marketing Lists

After we have a marketing event (Campaign), we do a data import to upload our list of attendees as "Campaign Responses" to the Campaign.

Then, we'd like to email all of the people who stopped by the booth to thank them for attending.

How can we add these Campaign Response...

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2 Comments

Read more... 2 Comments

Category: General (1422)

STATUS DETAILS
Needs Votes
5

Select multiple products on a quote

Currently when adding products to a quote it is not possible to select more than one product at a time. This is not user friendly and complicates the process of creating a quote.

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1 Comments

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Category: General (1422)

STATUS DETAILS
Under Review
1

Ability to change defaults on Create Order & Convert Lead windows

Converting a quote to an order opens create order window. Would like to default the value of the closed opportunity to be user defined, not based on quotes. Would also like the default when converting a lead & creating the new records to default to opening those windows. If this is forgotte...

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1 Comments

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Category: General (1422)

STATUS DETAILS
Under Review
2

Including cc's and bcc's in Quick Campaigns using email templates in Dynamics CRM 2011

When creating a quick campaign with an email template in Dynamics CRM 2011, you can see the cc and bcc fields, but they are greyed out. I am told they were active options in Ver. 3.0 but were deactivated after that. I have a need for including cc's in most of my campaigns and having to create ...

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1 Comments

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Category: General (1422)

STATUS DETAILS
Needs Votes
33

CRM- provide a 'Merge' Option on duplicate checker results

A duplicate detection result dialog is shown when a user tries to save a record which already exists in the system. This works fine for new records. However, if there are already two records in the system and one gets changed, the same dialog is shown. This dialog doesn't enable merge from the...

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7 Comments

Read more... 7 Comments

Category: General (1422)

STATUS DETAILS
Planned
2020 Release Wave 2
2

Fix the Campaign/Quick Campaign functionality to honor the "Do Not Allow Bulk Email Flag"

Per the discussion at http://social.microsoft.com/Forums/en/crm/thread/31ace737-c5fd-4b94-982a-f5ca7b9eab68 it seems that the Do Not Allow Bulk Email flag is still being ignored in CRM 2011 when sending bulk email via campaigns and quick campaigns. This doesn't seem logical to us (or our custo...

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1 Comments

Read more... 1 Comments

Category: General (1422)

STATUS DETAILS
Declined