OR Condition in Business Rules


As Workflow condition recently got the OR operation, I think it is beneficial for Business Rules to get the same treatment. This will give more advanced functionality for customization.

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0 Comments

Category: Business Process (0)

STATUS DETAILS
Completed

Formula Fields and Rollup Summary


Got a complain from ex-salesforce developer that keep complaining that there is no calculated fields on Dynamics CRM, such as:
1. Sum/Avg/Min/Max on parent record to calculate the valur from the child records
2. A field that accept mathematical calculation
3. Read-only field tha...

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0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Completed

Advanced Find Filter "Older Than x Days" and "Older Than x Weeks"


I believe I've seen this request before, but it seems the update has not been added into the current release. It is a really common request to check something that has passed than certain days, especially in view. Sample scenario in case management: active case that has not been updated by 3 d...

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0 Comments

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0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Completed

Please allow time entry that has been approved to be adjusted


Once the time entry being approved, it can't be cancelled and sit in read-only state as actuals.

Sometimes there is a need to adjust the approved timesheets and actuals and this is not possible right now.

Current workaround is to open a support ticket and they will modify or d...

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3 Comments

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3 Comments

Category: Project Service Automation (157)

STATUS DETAILS
Completed

Please allow Undo or Unapprove to Project Service Automation


Currently once a time entry and expense has been approved, the user could not undo the approval, deletion is locked, status is locked.

There are cases where the project manager might make mistake and need to undo the approval. Please allow this scenario.

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14 Comments

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14 Comments

Category: Project Service Automation (157)

STATUS DETAILS
Completed

Please honour the CRM metadata in PSA custom control


Currently, the PSA custom controls are not controllable by the CRM metadata. Some cases:

1. Custom field on Time Entry/Expense form can't be added

2. Can't change the layout of WBS view & custom field can't be added

3. A field is set as business required however the cu...

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2 Comments

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2 Comments

Category: Project Service Automation (157)

STATUS DETAILS
Completed

Please improve the page load time


The current page load time for segment definition/builder, segment members, Insights are quite slow. This is distracting the focus of the user.

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3 Comments

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3 Comments

Category: Settings (5)

STATUS DETAILS
Completed

Please allow more meaningful name for segment (not restricting it without space)


At this moment the segment name only allows straight name (could not have space or any special character). Flexible naming is useful in searching the segment.

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1 Comments

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1 Comments

Category: Segmentation (27)

STATUS DETAILS
Completed

Please make relationship name to be more user friendly


At this moment on the segment definition page, where I need to set related entity, it is giving the entity relationship name that only system customizer would understand. Please allow a user readable name for the relationship.

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1 Comments

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1 Comments

Category: Segmentation (27)

STATUS DETAILS
Completed