Ability to hide all the checkbox for custom option set values on filtered views
Just wondering if there is any way to hide the checkbox for selecting option set values on filtered views.
If you have more than 100+ options sets, it would be nice to have just ‘check all’ or either ‘hide all’ for better user experience.
This cannot be done...
Ability to customize the field size in Quick View Form
When creating a Quick View form for a specific entity, the field heights is not customizable although the width can be changed.
It ends up having a plenty of room for the one field.
I would like to avoid having such space on Quick View Form.
Product Version：CRM Online 2...
Set Default Home Screen as Team or Business Unit
I have a request from the customer that they hope to set custom Dashboard as default for Team and Business Unit not on a per User role.
So that when a specific Team has signed in, they all would go straight to Opportunity on Sales Dashboard.
The admin should be able to set this set...
Sample data install button does not appear on some users
I have a customer who cannot view the install button for Sample Data once they have removed them.
Support team could not repro the issue and the only workaround was to reset the tenant which is extremely not helpful.
I would like to have it improved in future releases.
C...
Ability to export the only selected records to excel from the current View
We are unable to export the only selected records from the current view.
It exports all the records that are showing on the current page, filtering the view is somehow limited.
Please have the ability to export the only selected records from the selected view to excel.
...
Be able to turn ON/OFF the Scheduling Alerts
If you try to create Appointments that has already another Appointment existed with the same time slot,
you will see the Scheduling Alerts which you can still ignore and save them.
Also, if you open the corresponding Appointment, Scheduling Alert is displayed on the top of the scre...
CRM Online is unstable when Plugin is running
I would like to know how long does it take for mailbox to be approved after assigned CRM Online license to a new user.
The customer need to know how long, so that they can plan ahead.
Please provide the public information about this topic.
Drag and drop functionality for creating a view
When creating a View for an Entity, it would be much easier to have drag and drop functionality.
For adding columns, you would just need to drag and drop the fields from the list and there would be no hassle.
Also, for configure sorting, we only have choices of either ascending...
Ability to show the yellow notification bar by a business rule
If you would need to show some notification in a yellow bar on your home screen,
You need to write JavaScript code.
I have a request from the customer that it would be really useful to apply a business rule to show alert messages in a yellow bar.
Product Version：2...
Learning eBooks for understanding Auditing
For Japanese users, we have Learning documents published from Partners, however information inside is not explained enough.
These documents are like help and training eBooks for understanding features and designs.
One of customers requested that there is not enough training m...