Enable Drag & Drop for documents
same functionality like with SharePoint online: drag & drop files to the document list
MVP Bug: Cannot add process stage name to Outlook views
If you have a view that has business process flow enabled and you add the related process stage name to a view, the view will display that column in web client, but will not display it in Outlook.
Allow Duplicate Detection rules to be sent with Solution
It will be usefull to have the possibility to add the Duplicate Detection Rules inside the Solutions.
Right now, i need to import the solution, and then create manually the Duplicate Detection Rules in the destination environment.
Thank you!
Hide or pin off "include related" that appears in the "Related" tab
When you launch a record and bring up the Associations view from the "Related" displayed in the form, you may see the "Include Related" switch that can be turned on or off. For example, launching a related view of "Activities" or "Cases" from the "Related" on a "Contact" entity record. Customers ...
Ability to sort system view and personal view lists in folders
It would be great if system view and personal view lists can be sorted in folders. This feature would be helpful for multiple views.
Bring back the Copy Link Feature
Up to version CRM2011 you could select copy link which would put the url into the clipboard. Now you have to select send email , and c&p the link from there.
Business Process Flow - Data Steps under an Inactive Stage should be disabled
When a record is yet to be created, a business process flow will present with the 1st Stage as Active and all subsequent Stages as Inactive. However, Data Steps configured for the subsequent Inactive stages, remain editable. Intuitively, this is wrong - i.e., an Inactive Stage containing edita...
About Cascade Operations when Updating Lookup Fields
Currently, when updating the value of a Lookup Field, a cascade operation is executed to identify and update the fields of related records where that value is set. While we understand that this is a necessary mechanism to maintain database consistency, in environments that hold large amounts o...
Dropdown with options in views filtering is not possible anymore in Wave2
In Wave 2 release - We are not getting the dropdown list in Views while filtering, but this feature is available in Wave 1, We feel that old feature is good and easy for us to apply filters on views. It would be great if we get the old filters on Wave 2 also. In wave 1 - If we want to set any of...
The order of the products in the generated Quote Word template is incorrect.
Within the Quote form, I add many Quote Line products, and reorder them, bringing some high up in the order. Then I generate this Quote into an OOTB Word template "Quote summary". However, the order of the Quote Line products in the Word template is not adjusted, but the original order in which I...
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