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...
Quick Campaign for Emails
We would like to change the default setting for Quick Campaign for Emails. The function "Mark email messages to be send and close corresponding email activities" is always set as a default value. i.e. is it always checked.
We want that to be not marked as a default setti...
Persona Management
The ability to manage the different personas for interacting with a customer across different contexts. Provide the ability to separate the different interactions but also a consolidate summarisation view
Member sub grid on Marketing list form
After removing Member sub grid on Marketing list form, there is no way to get it back
The only solution is to export a solution from a vanilla org which contains marketing list form > import in the affected org > create a new form.
There should be an option on Marketing l...
CRM 2016 | Unable to add Leads to Static Marketing List
Creating Static Marketing List
- Navigate to Service-> Marketing List
- Click on New Marketing List
- Enter Value for all Mandatory Fields
- Name : TEST
- List Type : Static
- Targeted At : Contact – This is NOT Contact, but Lead…ho...
STATUS DETAILSDeclined