Data Leak Prevention Feature : Excel Export
Data Leak Prevention : Excel export privilege on Security Roles is organization wide. It is required to make it user based /security role based for each entity. Customers are asking for a capability to prevent EXCEL export of some company specific confidential data. The use case is when a sale...
Advanced Find Result Column Selection
After building query in Advanced Find, you run your query. and results are displayed with the selected columns. The columns displayed in the result can be added or removed, however it can only be added or removed 1 by 1. It is recommended to enable the user add multiple columns or remove colum...
PARTIAL PAID status reason on INVOICE
when an invoice is PAID. you can select COMPLETE paid or PARTIAL paid.
so when you select a PARTIAL PAID, the record becomes readonly.
how is it supposed to partially pay the remaining amount and set the status reason COMPLETE PAID then if the invoice record is locked as readonly?
Color Grids or color entities
On the grids, we should be able to represent data with dynamic color, changing according to status of the record. may be with icons such as traffic lights.
The use case is, we have high priority cases, they should be red in the grid, or we have opportunites or activities where due date is ...
Excel Export event to prevent data leak
when a user exports data to excel, an event to notify a user in the company is required to have a check, if the user is trying to use exported data agains company policy. These mass excel exports happen when a sales person decides to leave the company. in other words, they intend to steal comp...
Approval Engine
When a quote is created, or an order is created ; it is most of the time required to be approved by the Sales Manager before sending it to customer.
so it is not only enough to export it to Office Word, Approval should be provided out of the box and should be configurable.
We ne...
BUG : opportunity estimated value not updated
in the sales proces, create button on quote an activated form, CLOSE Opportunity option with Calculated from quotes option, although as the name says, it does not update opportunity.
Product Lock
some products in a company can be only sold by some specific sales roles. so opportunity products should be able to filter products according to thoseroles.
rich controls to be available for web as well as phone and tablet
to make the same seamless and smooth experience for all dynamics crm users, rich controls for Phone and tablet should also be available for the web clients as well.
Check-in capability with GPS data for CRM Appointments
nowadays, all sales managers want to see if their sales people are really visiting the customer.
They not only ask them to create an appointment, they ask them to mark them as complete at the customer location and want to see the GPS data of their check-in.
this is also required ...