Search Lookup in CRM Outlook client dropping search value when switching views


We have noticed that when using the Search dialog to lookup a record in CRM in Outlook (from e-mail or Outlook item), that if a search value is specified and you search results, and then need to switch views (search in diff. context), that the search text is cleared - having to type in again.<...

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1 Comments

Category: Microsoft Office Integration (924)

STATUS DETAILS
Under Review

Using Get Products in Quotes producing error - Expected 'SafeString' data type for 'name' parameter in 'Request.QueryString'


This error is occurring when the Title of the Opportunity associated with a Quote has a 'less than' (<) in it (e.g. Opportunity Title = 'Opportunity for sale - customer with < 100 employees').

It does not matter if the Quote title has a 'less than' (<) symbol, only if the o...

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2 Comments

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2 Comments

Category: General (501)

STATUS DETAILS
Under Review

Allow joining in related records more than once in Advanced Find as 'Inner Join'


We have various custom child entities (for example, Account Profiles, or Customer Products). What if I want to pull list of All Accounts that have Profile A and Profile B (not just whether they have one of the other)? Or an Account that has Product A and B.

This is not possible in cur...

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0 Comments

Category: ()

STATUS DETAILS
Under Review

Allow NOT IN searches in advanced find, marketing lists etc


We have various custom child entities (for example, Account Profiles, or Customer Products). What if I want to pull list of All Accounts that have Profile A, but they do not have Profile B? Or an Account that has Product A but not Product B.

This is not possible in current construct o...

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0 Comments

Category: Client-Side Programming (0)

STATUS DETAILS
Under Review

Add ability to categorize and filter views


It would be nice if there was a way to categorize (and then filter) views.

Examples
A sales manager could filter to sales management views
A sales rep could filter to their daily management views
A system admin could filter to daily or weekly admin views
etc.

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0 Comments

Category: ()

STATUS DETAILS
New

SQL Error generates in Email Messages used in Dashboard if Subject selected as Sort


We have been testing CRM 2013 SP1 in our Dev/Test - on premise, and encountering SQL Server message error (after delay when view) when accessing a view from a dashboard, whereas the same view works fine directly from the related entity. This has been problem since CRM 2011 UR17 (but I don't ...

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0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Add 'Get Products' functionality to Opportunity form


It is a simple request, adding Get Products is a great feature for the Quote, but it would be really nice on the Opportunity form as well.

Additionally, with use of business rules, the user experience of building a quote could start with providing pricing. Building the pricing could be...

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0 Comments

Category: Core Sales (549)

STATUS DETAILS
New

Need way to add Title to notes in CRM 2015


Possibly, if Business Rules could be opened up on the notes entity, I could add a rule to populate the note if empty. Or even workflow. Yet, this is not possible.

This is a BIG problem for our support staff, who cannot tell (or depend) on the modified by/date, because it is changing w...

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0 Comments

Category: Client-Side Programming (0)

STATUS DETAILS
New

Change Quote form to actually substitute (replace) product in list when substitution selected


One would expect that when using suggestions and choose a Substitute, that it would actually substitute the product already listed with the quote (for substitution). Else, at least highlight the products in question (that may be in the grid together) so end-user knows they are substitutions t...

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0 Comments

Category: Core Sales (549)

STATUS DETAILS
New

Modify behavior of in-line quote product select/suggestions grid to reveal more of the Product Name


Since the form seems fairly rigid (not customizable), it only seems geared toward quick edit of qty/discount. The problem is that the product name length is too limited.

Suggestion - Why not offer a 'simple view' toggle, so that one could just review the selected products, qty, discoun...

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0 Comments

Category: Core Sales (549)

STATUS DETAILS
New