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

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Category: General (1488)

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 (1488)

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 (1488)

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 (1488)

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 (1488)

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

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Category: General (1488)

STATUS DETAILS
Declined
4

Enable Bulk edit of Quote Products for Draft/Open Quotes

Please add the functionality back into CRM 2011 to bulk edit Quote Products. The field of interest is quantity.

This is an enormous time saver, especially where a customer deals with many products in each quote. This is extremely important to a prospect we are working with....who was...

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3 Comments

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Category: General (1488)

STATUS DETAILS
Under Review
22

CRM2011: Price List Item Views Not Editable / Missing Key Fields / Not Exposed to Advanced Find

I have a simple requirement to display the following fields on the Product entity in a Sub-Grid for Price List Items:

•Product Name
•Unit
•Pricing Method
•Amount
•Percentage
•Rounding Policy
•Rounding Option

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5 Comments

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Category: General (1488)

STATUS DETAILS
Completed
14

Address entity - 1-N, N-1 Relationships,

It is not supported to add custom relationships to Address entity.
In our case it is required for some custom entities such as Country/ZipCode.
Standard pick list fields for country and zipcode are not convenient much easier to enter the list once (or even import it) in one place and j...

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4 Comments

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Category: General (1488)

STATUS DETAILS
Under Review
1

Make distribution of CampaignActivity + QuickCampaign handle InvalidPluginExecutionException intelligently

If you have a setup where a plugin may prevent the creation of an activity by throwing the InvalidPluginExecutionException you cannot use the CampaignActivity or QuickCampaign functionality as the distribution of of of these crashes if one of the created activities is rejected by the plugin.

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1 Comments

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Category: General (1488)

STATUS DETAILS
Needs Votes