Quick Create for all subgrids


In the current version the plus-button on a form opens directly a quick create, for some other entities (including custom entities) it first opens a small inline search and there the user has another new-Button which then can open quick create. It would be a great solution to make the behavior...

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STATUS DETAILS
New

CRM Outlook Client light


In many projects we have massive problems with the Outlook Client when it comes to usage of full CRM functionality + offline within Outlook. It would be great to also have an Outlook Client light which only offers the possibility to track mails, appointments, contacts, ... in CRM and convert t...

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review

Track in CRM Button in Outlook Context Menu does not change for tracked items


When tracking a mail in the CRM Outlook Client the Track Button in the ribbon is renamed to untrack. With a right-click on the mail in the context menu the menu entry does not change.

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Category: Microsoft Office Integration (884)

STATUS DETAILS
New

Subgrid Behavior for related items


Within normal grids (opportunity list) the charting pane within the list is active by default and the chart is interactive and can be used for filtering the list. When opening the related opportunities to an account the subgrid and charting behavior is different and not that feature-full. The ...

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STATUS DETAILS
New