Error in Dynamic Marketing List Members
When creating a dynamic marketing list and selecting fx all acounts with an open opportunity with opportunity product XX, then the members are returned more times.
An account is a member on the list for every opportunity product line.
This is an error, a member on a marke...
Add the ability to update Price List Items via import
We need the possibility to import ALL entities in CRM. I don't understand why you limit any entities for import.
fx pricelist items, order products, invoice products
Especially we need to be able to import many-to-many relations on all entities.
BUG: Read-only URL fields do not redirect
In CRM 2011 there is a bug when using URL text fields. When they are read-only you cannot use the link to open whatever the URL points at.
This wasn't an issue in CRM 4.0. So it must have been changed. This is a big issue because we often don't want users to change the URL in fields.
Goal Roll-Up alternatives
When using goals in Dynamics CRM you only can create goals with SUM fx Amount money or COUNT fx number of records.
A lot of goals uses the AVERAGE formular. Let's say we would set up a goal for average time used on a case or average satisfaction for customers using our service. These ro...
CRM- provide a 'Merge' Option on duplicate checker results
When CRM finds a potential dublet when saving a record a standard dialog is shown.
On a contact the Full-name and status fields are not shown for the record saved.
This is not good, because the user is not guidet to do the right thing.
Another issue is that the MERGE function is not a...
Phone campaign activity should ignore "do not send"
When creating campaing activities you can choose different channels.
Fx E-mail, Letter.
The field "Send Marketing Materials" on lead, account and contact records are respected.
This is fine, but fx Phone and Appointment and in some cases Letter should be possible to create even if thi...