Allow the ability to Pin the CRM Ribbon
Can you provide the ability to pin the CRM Ribbon instead of having to hover over it to view the content of the ribbon? The customers so far have preferred pinning the CRM ribbon instead of hovering over it - a definite brownie point for Microsoft is this can be achieved.
User Interface to Assign and Share Notes
Looking at the privileges for the annotation entity, Assign and Share permissions are available. However, there is not user interface to assign or share notes with another user or team. Currently, this is doable only through SDK. Fulfilling this feature would provide a consistent experience wi...
Assign and Share Email Templates
Looking at the privileges for the email template entity, Assign and Share permissions are available. However, there is not user interface to assign or share e-mail templates with another user or team. Currently, this is doable only through SDK. Fulfilling this feature would provide a consisten...
[Bug] - Qualify Button doesn't work upgrading CRM 2013 to CRM 2015
The 'Qualify' lead button doesn't seem to work on the Lead form. This problem only occurs for forms which were created from scratch. This behaviour does not occur in the OOB 'Information' and 'Lead' forms. This behaviour occured when we upgraded a client's CRM 2013 on-premise system to a CRM 2...
Enhancements to the Stakeholder Grid | Opportunity form
The Opportunity Stakeholder Grid provides a great user experience as it supports inline editing. However, this provides a half-baked functionality as it does not automatically add the reverse connection role to the connection record. This provides an inconsistent experience for users. Also, it...