Include quick campaign option on dashboard for contacts in CRM outlook client



Customer wants the option of quick campaign on dashboard for CRM for outlook client as they are unable to view the option in the ribbon when they select the contact from the dashboard.
On the web client when we select Contact on Dashboards we get the option of Quick Campaign in the Ribb...

Read more...
0 Comments

Read more...
0 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Under Review

Include hyperlink option in cross browser "SAFARI" for email template


Customer Kevin is not able to put hyperlink in the email template in cross browser "SAFARI".
When the customer types a link and press ctrl + k the text gets vanished.

Read more...
0 Comments

Read more...
0 Comments

Category: Administration and Deployment (1)

STATUS DETAILS
Declined

Converting Accounts or contacts to Leads


Matthew want to convert accounts or contacts to leads.

Read more...
0 Comments

Read more...
0 Comments

Category: Core Sales (414)

STATUS DETAILS
Declined

Copy a link feature is missing within a record in CRM 2013 via IE


Having the function ‘Copy a Link” & using Ctrl + C - Our entire company (Sales, Support, Marketing) works with various CRM records which need to be viewed by many users. For 3 years we have been simply using the ‘Copy a Link’ command to easily ping this information to applicable users. Now t...

Read more...
0 Comments

Read more...
0 Comments

Category: Client-Side Programming (4)

STATUS DETAILS

Copying values from Lookup fields


Being able to copy paste from Case Forms in IE - This is important because it allows our users to quickly send information among their teams. Having this prohibited in IE causes a loss of productivity. It does not make sense how Chrome allows this helpful functionality but Microsoft’s own p...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Convert Lead dialog box - we want it back!


Lead Qualification Process – Users should have the option to choose how to qualify a lead. A lead could become a contact in an account and perhaps an opportunity but they don’t always become opportunities! Now CRM is automatically qualifying leads into Opportunities which is causin...

Read more...
0 Comments

Read more...
0 Comments

Category: General (729)

STATUS DETAILS
Declined

CRM 2013 : Unable to add attachment through mail merge in marketing list via IE


#NAME?

Read more...
0 Comments

Read more...
0 Comments

Category: General (27)

STATUS DETAILS
Declined

CRM 2013 : Unable to qualify a lead for the users having custom security role


-Unable to qualify a lead for the users having custom security role 'Galil US sales person' for the org https://galilmedical.crm.dynamics.com
-Qualify option is not available.
-When we give create privilege for the account entity in the custom security r

Read more...
0 Comments

Read more...
0 Comments

Category: General (27)

STATUS DETAILS
Declined

CRM online 2013 : Diable the quick tour option


Wants to disable the quick tour option for CRM online 2013.

Read more...
0 Comments

Read more...
0 Comments

Category: Administration and Deployment (1)

STATUS DETAILS
Declined

Option of adding the contact through the recipient tab of the Mail Task Activity to the Contact Entity


Customer is has suggested to add the option of adding the unknown Email address in the contact entity directly from the recipient tab of the Mail task. Customer stated that, there was a option in Microsoft Dynamics CRM 2011 wherein the recipient which is been added to send the mail, if that r...

Read more...
0 Comments

Read more...
0 Comments

Category: Activities and Activity Feed (695)

STATUS DETAILS
Under Review