Enable assignment of Teams to Multiple Users. (Bulk team assignment through view.)
An Administrator wants to query the SystemUsers and Assign a Team to all (or some) of the users returned by the query in bulk (as opposed to opening each user and assigning a team membership user-by-user. (Currently you can only manage team membership for a single user at a time.)
W...
Allow Filtered Lookups on 'Special' Relationships like ContactParent Record / Opportunity Customer
A user wants to filter the contact 'parentcustomer' lookup or the Opportunity Customer lookup. The Administrator should be able to set the lookup filters for either or both of the related entities (Accounts/Contacts) -
This would enable administrators to restrict opportunities to only ...
Form Edit Privilege Inconsistency - Renaming Navigation Groups on Forms
Edits made to CRM forms (using the normal form editor) appear for the end-user with no special privileges - with at least one exception. -
If an administrator re-names a group in the form's left-nav, (e.g. from "Common" to "Primary") that change does not appear for the end-user unt...
"Diaflows" Allow a Dialog Process to target multiple records in a view. (Like a workflow process)
I have several times needed to set few values at run-time (like I can with a dialog process) - and then execute that against multiple 'targets' (like I can with a workflow.)
The current limitation of a Dialog Process means that I can only run it against a single record - if I need t...
Lost functionality with CRM 7.1 - Excel export can't easily be edited.
I’ve been so enamored with the beauty of the new export to Excel functionality with the change to CRM 7.1 that I didn’t notice the loss of usability.
Once you’ve exported to Excel (Default option) – you get a beautiful table in Excel – unfortunately due...
Expand the multiple-lines-of-text field's read/edit window on Tablet Application and fix the word-wrap.
We have memo fields in CRM (including the native OOB fields like contact/account/case/opportunity description, email body, appointment body, etc.) that are severely limited by the way the two mobile apps currently render the text (It's far too small a window in the Tablet app - and the word wr...
Appointments Created in Web or Outlook are Read-Only in the Mobile Applications. (Status = "Scheduled")
Appointments created in the iOS App get a status of “Open” and are editable in the App and the web.
Appointments created from the Web or Outlook clients get assigned a status of “Scheduled” and are non-editable in the tablet, but are editable in the Web Client.
The behavior should be ...
Views shared to an individual are not available on the Mobile Client (iOS / Wind)
System views and view shared to a Team are available on the iOS tablet/phone - but views shared to an individual are not.
Associated records are displayed with the 'Associated' view in the web and the entity default view on the Mobile clients. (iOS/Win)
The ‘default’ view in an associated view on the mobile device is not the Associated View like it is in CRM – it’s the entity default – leading to confusion between the clients.
e.g. When I view the opportunities associated with an account in the web - I...
Metadata Download/Processing on Tablet or Phone should not block the user for 5+ Minutes
Currently, any configuration publish in CRM will trigger all users of the MOCA client to download the updated metadata. When the user accepts the download, it will block the user from using their phone or tablet for 5+ Minutes while the configuration is downloaded and processed.
The...