User Profile

Need a means for documenting CRM processes (dialogs and workflows)


*** Needed for all versions of CRM going forward ***

I have found no good way to document a dialog or workflow process.
We try to put pertinent info in the step descriptions, but you can't even easily capture a list of the steps to review.

Need a way to capture or pr...

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Category: Business Process (0)

STATUS DETAILS
New

Add Category to fields that can sync to Exchange, at least on appointments


Outlook has Category and so does Dynamics 365 Sales (and other D365 products, I would guess). We use specific categories for different types of appointments so that all users' calendars have the same color-coding. We currently pay for Riva Sync integration ($195 per user per year) just so we ca...

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Category: Collaboration including Teams and Office 365 Integration (103)

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Needs Votes

Calculate date field needs ADDMINUTES function


We have a custom entity that is not an activity, but it triggers workflows that create appointments and other activities. I'd like for users to enter a start date/time and a duration, and then use a calculated field to calculate the end time. Duration fields are minutes. Calculated fields can u...

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Category: General (1768)

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Needs Votes

Business rule - allow to show or hide form section


Please allow a business rule to apply to a form section, to make it visible or hidden. If a section is to be hidden, hide all the fields in the section. If the section is to be visible, show all fields, allowing a later business rule to hide selective fields.

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Category: General (1768)

STATUS DETAILS
Needs Votes

Business Closures - import and segment by BU


I entered this as Dynamics 365 Sales, but it would apply to any product that has a business closure calendar for scheduling. The Business Closures are a great idea but need improvements: 1) Provide the ability to assign Business Closures by Organization and BU - for multi-national organizati...

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Category: General (1768)

STATUS DETAILS
New