CRM- Set Regarding is limited to just one item (multi-regarding)


Several customers of us are requiring the possibility to associate an email/activity to multiple entities.

e.g.: possibility to set an internal email to a customer and to a supplier.

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4 Comments

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4 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Planned

Extension of Offline DB Size limit


It would be helpful to extend the current 10 GB limit of CRM offline DB on SQL Express 2008 R2. Some companies need to spend a lot of weeks in low or no-bandwidth geographic areas (South America, Africa, Asia, etc.) to visit local plants, and the offline availability of customer history (30-40...

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2 Comments

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2 Comments

Category: Customization and Solutions (0)

STATUS DETAILS

Unify CRM and SharePoint Security model


Please unify CRM and SharePoint security model, so security settings on CRM Entities can be propagated on related SharePoint Document Libraries or Sites.

Not doing this means having potential security breaks. For example, users not allowed to see a CRM record could anyway access a ...

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2 Comments

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2 Comments

Category: Security (3)

STATUS DETAILS
Declined

Non hierarchical Consent Level


f would be useful to have non hierarchical, multi select GDPR Consent Levels. This would allow an easier management of situations when a contact gives consent for profiling (or an higher custom level) and does not give consent for marketing. A lot of websites allow a separate selection of market...

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1 Comments

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1 Comments

Category: Security & Privacy (8)

STATUS DETAILS
New

Add Dynamics Content Blocks for products suggestions


Hi, could you please add the possibility to design dynamic Content Blocks where marketers can visually add advanced elements like: - Suggested Products (AI based), from an entire catalog or from some categories - Personalized Products that can vary according to the Contact that will receive the e...

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0 Comments

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0 Comments

Category: Email Marketing (136)

STATUS DETAILS
New

Track Viewed Products, Ordered Products, Products Added to Cart of eCommerce Sites


Hi, we would like that the Insights service could track the following interactions from a third party eCommerce Site: - Products viewed - Products added to cart / subtracted from cart - Purchased Products (quantity and amount) This probably would need a dedicated tracking script, or to extend th...

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0 Comments

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0 Comments

Category: Insights (18)

STATUS DETAILS
New

Lead Scoring - add "less than" or "greater than" operators for Visit Duration Field in the "Website visited" interaction


I'd like to be able to add a condition in a lead scoring model that uses a web site visit duration to add points if the duration is longer than a certain time. Currently, only the expressions "=", "<>" or "contains" operators are available, as if the "Website visit" field type is a string. Cons...

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0 Comments

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0 Comments

Category: Lead Management (19)

STATUS DETAILS
New