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...
Category: Microsoft Office Integration (833)
Include hyperlink option in cross browser "SAFARI" for email template
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...
Category: Client-Side Programming (4)
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...
Category: Customization and Solutions (0)
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...
Category: General (729)
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
Category: General (27)
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...
Category: Activities and Activity Feed (695)