Ability to multi-select related entity sub-grid items to run workflows / custom processes
In CRM 2013 we have lost the ability to multi-select items in a sub-grid showing related entity records. A workaround is to go to the full related records subgrid, but this does not work for all our custom processes.
Need ability to close Opportunity with open Quote
Error Message: There are still Active or Draft quotes associated with this Opportunity. These must be closed before the Opportunity can be closed.
Request a way to set this restriction as optional. There are many times users need to close an opportunity prior to the quote for numerous ...
Make non-available ribbon buttons visible, make more buttons available by default
Users are having difficulty with Command Ribbon because options are totally not visible (vs being grayed out in CRM 2011) when not available. For example, in Quotes, you can�t Create A Contract or Revise until you Final Save. In 2011 you could at least see the grayed out options. In 2013, t...