CRM 2011 Connector Crashes Outlook All Day Long


Can't believe nobody's posted this yet. I just searched for the word 'crash' and found only two references to Outlook, with only 1 vote each. Maybe this is unique to our environment so if anyone has a suggestion, I'm all ears. But I haven't found one yet so I'm posting here.

We're r...

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8 Comments

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8 Comments

Category: Microsoft Office Integration (833)

STATUS DETAILS
Declined

Give us the ability to set our own column widths in views


Where does it say that 25/50/75/100/125/150/200/300 fits everyone's needs?

The code that defines views is simple XML right?

So why on earth are we still limited to these restrictive settings? Why can't users set their own widths in version 5 of this product MS?

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Standardize customization controls between forms and views


So I was at first thrown off by the forms designer in 2011 and now that I'm used to it, I'm accustomed to hitting my keyboard arrows to move fields around.

But when I got to customize a view, the keyboard arrows do not work and I'm back to the old school days of clicking the little gree...

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Provide ability to copy and email links to Dashboards


You can copy/email links to almost everything in CRM 2011 - but I noticed that this isn't possible with dashboards. Because this functionality exists everywhere else, it's entirely intuitive to expect it to exist here - and it needs to.

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3 Comments

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3 Comments

Category: ()

STATUS DETAILS
Under Review

Provide ability to search Notes sub-entity


Can't believe nobody has suggested this but I just searched every feedback for 'notes' and could not find this suggestion. This one seems related but also talks about other entities:

https://connect.microsoft.com/dynamicssuggestions/feedback/details/573564/crm-search-engine-function-ac...

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3 Comments

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3 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Add ability to COPY views


Today, still in the 5th generation of this product, we cannot simply leverage the work we've put into a custom system view to copy it and make a few edits for a new, similar view (ie: I'd like to copy a view for TODAY, but set everything but the date as a view for YESTERDAY).

Today, if...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS

CRM needs rich text / image / content editing capability Overall - in Notes, K/B Articles, etc


Our users often (intuitively, having become accustomed to this functionality in Office apps) try to copy and paste rich content with HTML/XML and images into Notes, Knowledge Base Articles, email templates, etc, and they are often frustrated/surprised at the inconsistent results. It'd be great...

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13 Comments

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13 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Planned

Provide ability to go to a specific page on large number of record results


Today when you have thousands of records, the most you can set on a page display is 250. In cases where you actually need to scroll through all the results, there is no quick or easy way to get to a page, short of manually scrolling through every page. This is not fun.

For example, if...

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2 Comments

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2 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Give us the ability to quickly update Contact addresses with Account addresses


Today when an Account changes it's address, the only option to update all of the Contacts is to select, and then bulk edit, and copy/paste the new address (or phones, etc). Not intuitive to end users!

What we need is a simple button to inherit the current Account address (or phone, etc...

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3 Comments

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3 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Restore ability to select saved views by first letter (QUICKLY!)


In previous versions of CRM, when you had many saved views, you could QUICKLY select the one you wanted by hitting the first letter of the saved view name.

Now with all this fancy web-dot-0 stuff in 2011, you cannot perform this simple task - you are forced to hit the view drop down, th...

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review