Form Submissions visibility


When someone submits a form, the values should be *easily* visible AND a Workflow should automatically fire to advise the owner of a record (or someone we specify) that a form has been submitted. For example. tony.stark@marvel.com updates his subscription preferences to say that he wants to op...

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Category: Marketing Pages, Forms, and Surveys (142)

STATUS DETAILS
Planned

NEED Print Preview in UI


We have just switched our organization to the new UI in CRM, but for some of our staff, we had to quickly switch them back to the Web interface because Print Preview is gone. Our Finance team *constantly* prints records, all day, every day, so the new UI was not an option. Please make adding Pr...

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Category: General (1518)

STATUS DETAILS
Needs Votes

Form ACTIONS: Send an Email Notification when a form is submitted


At the moment, for EVERY Form we created, we have to manutally create 2 workflows to notify staff that a form has been submitted. This is CRAZY! ClickDimensions has had, for years, an 'Actions' tab that asks you what should happen when a form is submitted, ie, 'Email X staff members', 'Send an ...

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Category: Setup and Administration (198)

STATUS DETAILS
Needs Votes

Show Option Set Labels—NOT VALUES!


When you export Form Submissions to Excel, you get Option Set Values instead of the Label?! No-one wants to see 100,000,002 instead of the actual Label! How do staff know that 100,000,002 = Option A and 100,000,001 = Option B This NEEDS to change ASAP. At the moment, staff have no idea what c...

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Category: Setup and Administration (198)

STATUS DETAILS
Needs Votes

Default Environment should NOT count toward storage


When a customer buys Dynamics, a 'Default' environment is created, and this environment takes up *significant* space, which eats into a customer's storage, forcing customers to purchase additional database capacity. Our 'Default' environment is 2.5 Gb, which is a QUARTER of the space we get in ou...

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1 Comments

Category: Admin Settings for Sales (72)

STATUS DETAILS
Needs Votes

Teams: Switch Apps from within Teams


We have tried to encourage our staff to access Dynamics via Teams; however, we have staff constantly switching between the SALES app and the MARKETING app. When in Teams, you can't do this: you MUST use a Browser. As such, to encourage and promote Teams/Dynamics integration, you need to be able ...

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Category: Collaboration including Teams and Office 365 Integration (91)

STATUS DETAILS
New

Need to be able to Reactivate a Form


Due to someone unpublishing a form and forgetting to republish it, Dynamics deactivated one of our Forms, and we are unable to reactivate it! The only way to do such was to contact Microsoft and to get it reactivated in the back-end (a waste of time & money for MS, and a waste or time and effort...

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Category: Marketing Pages, Forms, and Surveys (142)

STATUS DETAILS
Needs Votes

Dynamics + Zoom to work with ALL Browsers


At the moment, when you install the Zoom solution (to track calls to customers), this only works with Edge. As Chrome and Firefox are also used, not to mention Safari, it's important that the Dynamics-to-Zoom App work across *all* browsers.I have already submitted a ticket with Microso...

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Category: Account, Contact, Calendar and Activity Management (617)

STATUS DETAILS
New