User Profile

Automatically infer mappings in the Data Import Wizard


It is really tough when I want to make a very quick data import. I have to manually map the fields. Although I can load the field names from the source, I have to manually map them with the destination, even when their names exactly match.

I would like to see a very important productivi...

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0 Comments

Category: Data Management (2)

STATUS DETAILS
Under Review

Please improve the standard WF designer


Thank you for your feedback. This is a great suggestion! We are considering this in our roadmap.

 

Sincerely,

Srikumar Nair

PM, Microsoft 

 

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1 Comments

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1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Planned

Allow Teams to be sent emails


Now that records can be owned by teams (i.e. activities) it would be nice to be able to send emails to teams (i mean, to the manager of the team), for instance, to notify the manager when an activity is about to reach due date and nobody within the team is the actual owner of the task.

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4 Comments

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4 Comments

Category: Email (3)

STATUS DETAILS
Planned

Be able to cancel / pause / resume WFs directly from the grid


..the idea is avoid having to open the record to do these actions.

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1 Comments

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1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS

Automatically hide dashboard ribbon buttons if user doesn't have the required privileges...


..today buttons appear no matter if the user has or not privileges for editing / creating new dashboards.
This behaviour should be adjusted to avoid having to do it manually in the xml.

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS

If from parameter is missing in an email activity in a WF then an error ocurrs if i want to open the workflow activity...


I eliminated the from data in the email activity in the WF.
Then, run the WF. It failed.
then, deactivated WF and try to correct the activity.
Popup with error appears and no way to adjust this activity.
thanks

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2 Comments

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2 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS

Quick find showing the result with same view settings as the originating original view.


currently, same search on different clients return different results.
Outlook performs more efficient.

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Declined

Allow to turn off Activities and Connections after turning them on when creating an entity


..it should be pretty useful to be able to roll back that decision.
If, it happen that you later find out that you dont need / dont want activities for an entity the only option you have up to now is recreation, loosing all data.

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Declined

Copy & Paste in WF Designer


Thank you for your feedback. This is a great suggestion! We are considering this in our roadmap.

 

Sincerely,

Srikumar Nair

PM, Microsoft 

 

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2 Comments

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2 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Planned

User Adoption Statistics


Have the choice to easily extract statistics of use / adoption of the CRM.
I.e. what are users doing / when / which entities they are using most, etc.

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Declined
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