Need the ability to customize the inline edit view on Sales Order - order products grid.
Editable Grid controls are currently not available for the Web on the Sales Order - Order Product grid (salesorderdetailsGrid).
We need to be able to add a custom default view and add the controls for the editable grid function which is currently greyed out for Web a...
Ability to have marketing list available on custom entity apart from lead, account and contact.
We are restricted to use lead, contact and account for marketing list.
In one of our implementations, we wanted to run Campaign and create marketing list on Credit Card Information of record (Contact), for which had to create a custom entity.
We could not use lead, contact and ac...
Display of [Suggestions]
Open a record on [Orders] of [Sales], and register a product from Products subgrid.
[Suggestions] is not displayed unless hovering the cursor it over.
It would be user-friendly if it is selectable to be always displayed or not.
Deafult view to be set as Active marketing list
Issue: User is unable to change the default view from the marketing list view, when the user changes the lookup to Active Marketing List it goes back to associated list view.
Impact: Functionality loss. Not user friendly.
Ask: User should be able to&nbs...
Ability to customize the field in the Send Direct Email window
When using [Send Direct Email] feature on Dynamics 365 (Online), it would be great if you can change the display order of the fields.
Ability to create new Account records from Customer field in Order entity
It would be very useful if you can create a new Account record from a potential customer field in Order entity.
BUG: Product Hierarchy Path Not Using Name Field Translation
After importing field translations (e.g. French Name) for hierarchical Product records, Name value is still displayed using the organization's default language (e.g. English) instead of the user's preferred language (e.g. French) in the Views (e.g. Active Products, Families & Bun...
Ability to bulk close Opportunity records
It would be really great that if a user can select multiple Opportunity records and close them at all once.
Also, if a user checks more than two records in a View, Close as won would be disappeared from the ribbon.
update the crm email templates to include custom entities and to upgrade it to drag and drop
allow creating email templates for custom entities and update the WUSISWYG interface to more moderen one with more abilities including support RTL, mapping and etc.
CRM 2015 | Need to see the campaign activities on the social activity pane of the record.
Users are willing to see the campaign activities on the social activity pane.
It becomes easier for the marketing users to quickly use the functionality and save time.
It is possible for them to use the associated records from the lead record however it would be great if this f...