Add record links to Workflow e-mails
Hi,
Please consider the ability to easily insert CRM Record hyperlinks to activities generated from workflows like e-mail, tasks, etc. The current method requires administrators to add javascript to the record form, capture the record guid, add that field to the workflow and format it ...
Provide access to format the Copy or Send Shortcut URL
Provide a way to format the Copy or Send Shortcut that is accessed from the Action menu. It would be nice for the System Administrators to have the ability to format the URL link that is copied into an e-mail.
For example, provide an option in the Settings area to format the URL link...
Entity Customization
Consider additional functionality in the Entity Customization View:
Attribute List View
Add a field to designate whether the Attribute is in use on the form
Attribute Searchable
Provide a way through Customization, Customize Entity to bulk select or de-select the Searchable...
CRM Online login issue
Hi,
I was able to successfully activate my online organization for CRM Beta Online 2011. I logged in a couple of times with no problem.
Next I downloaded and installed the CRM Outlook Client from the prompt on the Web page. At first I had a problem which I think was because m...
Deactivating or Closing records - check for running Workflow Instance / System Job
Please consider checking for running workflow instances or system jobs when a User selects to Close or Deactivate an Account, Lead, Contact, Case, etc. record type. A feature similar to the check for open Activities on Cases when a User selects the Resolve Case option would be ideal (message ...
Provide the ability to set a custom entity to a Close status similar to the way we can Close a Case or Opportunity
It would be great to have a feature in CRM that allows us to select the ability to set a record's state to Close and the status to Resolved, Cancelled or other values. Currently, the out-of-the-box options are Active, InActive. Many times customizers would like the ability to have a custom ent...
Ability to set default entity for lookup fields
Please consider adding the ability to designate the default entity for lookup fields like Potential Customer on the Opportunity. We have several implementations where we might use the Account or Contact entity but not both. Additionally, clients might want to require or prefer a particular ent...
Default Behavior of Charts Associated with List Components
Hi,
Please consider providing the ability for the Dashboard creator to set the Chart Pane default behavior to "True / Display" when creating a List Component for a Dashboard. Currently the User has to select the list component and then select the Chart Pane option from the ribbon. Pro...
Portal Shopping Cart & Payment Services
Please bring back the shopping cart functionality and enable payment systems with portals. It is available in ADX Portals but not Microsoft. The absence of this functionality requires us to look elsewhere for a portal solution for Dynamics 365.
Security Model for Dynamics 365 related databases on Azure
It would be good to have a "light" version of the Dynamics 365 security model for use with Azure databases for services like the Data Export Service, CDS.... It presents challenges to use the databases for reporting in the absence of a security model that allows for configuration or...