Unable to Set Dashboard as Default in Outlook Client [2013 Regression]


It would be logical to allow users to set their default Dashboard within the Outlook client for CRM online. This function was available in CRM 2011 Outlook client but disapeared with the upgrade to 2013. The only way to set the default Dashboard is to use the web interface. We choosed MS CRM b...

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Category: Microsoft Office Integration (884)

STATUS DETAILS
Under Review

Ability to add/remove ribbon button options or control the workflow/process it performs


Example: On the Lead form, the button qualify show 2 options. Qualify - opportunity and Qualified - Nurture. We would like the ability to remove the Qualified - nurture option. Or at least the ability to control what this option does. Right now it creates Account/Contact/Opportunity in nurture...

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Category: Core Sales (423)

STATUS DETAILS
New