User Profile

Quote Form, Look Up Address button: option to use Sub-accounts instead of More Addresses


In order to use the Look Up Address button on the Quote form, one has to use the More Addresses functionality under the Parent Account. But the More Addresses option doesn't link to existing sub-accounts.

So, to take advantage of the Look Up Address button, one has to enter information ...

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Auto-Format Phone Numbers


Detecting duplicates on the phone numbers is difficult. But clients expect this and also expect phone number formatting to be configurable. Maybe something like smart tags in Word 2003?

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6 Comments

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6 Comments

Category: Data Management (2)

STATUS DETAILS
Planned

CRM for Outlook: Dialog boxes don't zoom to 125% or higher (Ease of Access BUG)


Submitted on behalf of a visually challenged end-user:

When using the browser, the user can specify the zoom level and dialog boxes conform to that. But when using CRM for Outlook, dialog boxes only display correctly at 100% (Right-click->Personalize->Display).

Consequentially, v...

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3 Comments

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3 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined

Make CRM Knowledge Base more like a wiki? Or behave more like OneNote?


I know Articles are very locked down and secure but OneNote offers a lot of functionality that is handy (altering images and pasting them, etc.).

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Declined

Special View for Email Activities that show From and To columns


When on the Account form, Closed Activities view, the Created By column is helpful, but not sufficient. It would be nice to have From and To columns as well as to be able to filter out the SYSTEM entries.

Calling out emails particularly (as in, there be an icon for them in the Common Se...

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1 Comments

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1 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined

Need ability to track email sent from Phone or OWA automatically


My request is in line with this: http://social.microsoft.com/Forums/en/crm/thread/2b1a51e9-9537-4796-b51e-a200f848dbc8

I'm working with a Client that only wants to have their Sales staff on iPads. They will not have laptops or desktops to plug into; their iPads should be their synchroni...

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2 Comments

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2 Comments

Category: Mobility (0)

STATUS DETAILS
Under Review

Ability to set Control Formatting on create of Two Options field type


Unless I'm missing something, the only way to set the control format of a Two Options field type is to (1) create the field, (2) put the field on the form, (3) double click it to open the Field Properties window, Formatting tab.

If I know I want a checkbox instead of radio button, setti...

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2 Comments

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

"Three Options" instead of just Two Options field type


Clients like radio buttons and checkboxes but how do you know if the data is accurate? I'd like to see a "Null" option in addition to the other two. With Null being the default (instead of one of the options), you know that someone thought and actively selected the value.

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4 Comments

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4 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Ability to create entities with statuses of Open, Closed, & Canceled (like the Opportunity entity)


If this functionality exists, please advise.

I created two custom entities (Expense Report and Expenses) with a 1:N relationship. The Expense entity, in turn, is related (N:1) to each of the Activity types by subgrid. Both Expense Report and Expenses have statuses of Active/Inactive but...

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Reassign records by their status/status reason


The reassign records button transfers ownership regardless of state (status). It would be nice to do a blanket reassignment of Open/Active stuff to the user's replacement and a blanket reassignment of Closed/Inactive stuff to "something" that has the former user's name in it. I'm envisioning a...

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Declined
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