Process Stage attribute shows up as a GUID instead of a Lookup
The Process Stage field (StageId) added to entities like Lead, Opportunity etc. presents the current process stage as a raw Guid. This makes it impossible to dashboard for example Opportunities by Process Stage, or to add Process Stage to views. These are high priority business requirements th...
Category: Signup and Subscription (0)
Adding Connections between Records in CRM 2013 Cumbersome and not in line with New User Experience
One of the key features, the ability to Connect records with flexible relationships are currently difficult to access (Try opening the default Account form and find the way to Connect to another record... The average end-user will give up long before navigating to the associated view for Conne...
New Site Map Navigation User Experience Usually Great, but Lacks Hierarchies
I am a fan of the new navigation, but when faced with a Business Area like Settings, or in a larger implementation, perhaps a custom area called "Business Configuration" where one would typically locate many lookup entities that would be maintained by Business Administrators, the user experien...
Set Regarding UX: All views are exposed, Cannot Filter / Not Following Entities/Views defined in App Designer
The Set Regarding experience is not efficient - initial filtering should follow what has been defined in the App Designed and it should be easy for the user to find what he is looking for without navigating through clutter.
B2B track to Accounts: Ability to show the Opportunities, Cases, Policies, Claims etc of the Accounts related to the Contacts on the To: Line for single-click tracking.
B2B tracking: Resolve Accounts with Related Entities if Email matches, like we do for Contacts
Delayed Tracking of Emails / Folder View for Items with Track Pending
Some tracks or regardings are handled "asynchronously" within 15 minutes, this creates frustration and/or unwanted user behaviour where the user executes the scenario again resulting in data quality issues. Would there be a possibility to provide a folder/group/grid to review the emails "pendi...