Role Tailored Views


In CRM we can have role tailored forms and dashboards which both use system views but we cannot tailor which system views a user has. In our CRM we have multiple apps/perspectives but every user can see all of the system views, some of which aren't relevant to the other. This has lead the syste...

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STATUS DETAILS
New

New Dynamic Excel Export using PowerQuery


Excel is always going to be a core reporting tool for most departments and Dynamic Excel's have been the heart of this so replacing them with an simlar easy capability is critical. Possible Solution- XRM Toolbox has a tool called 'Power Query (M) Builder' that allows you to export a fetch XML q...

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Category: Account, Contact, Calendar and Activity Management (497)

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New

Enable Base Revenue Recalculation After Exchange Rate Change


Currently if the exchange rate in CRM is updated, the base currency on active records won't be updated to reflect this meaning that calculations performed on the base currency field will typically be incorrect. To resolve this we need a mechanism to force a base currency recalculation on all re...

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Category: Opportunity, Quotes, Orders, Invoices, Products (93)

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Needs Votes

Edit in Excel Online - Please Open in Full Screen/New Tab!


In the UCI Edit in Excel Online opens within about 3 thick frames, meaning the actual Excel doc only has about 3 rows and 4 columns visible to the user on a normal laptop screen. In the previous UI Excel Online opened in a new tab, meaning the user had the entire screen to view and work with th...

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Category: Unified Experience: Search, navigation and performance (1050)

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New