Step by step navigation capture tool - (e.g. AX Task Recorder) for CRM


It would be great if CRM had a capability for capturing step by step UI navigation performed by a user as a way to capture the test script steps and/or training material documentation.AX has a tool like that called Task Recorder - very easy to use:- start the recording- navigat...

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2 Comments

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2 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Declined

additional Stop Workflow statuses to Succeeded, Canceled


It woudl be great if there were some additional values for the status in the Stop Workflow step so we can use them to show different outcomes of workflow execution from the buisness logic stand point.Currently there is only Succeded and Canceled. Unfortunately Canceled appears to b...

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3 Comments

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3 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

Currency entity customizations - default price list based on currency


We often have situations where Price Lists need to be defaulted on new records (e.g. Accounts, Opportunities etc.) to the same value across the organization. If Currency entity were to allow custom N:1 relationships and form customizations, we would be able to have a lookup field on t...

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Create custom Opportunity Product views


It looks like the controls to create new Opportunity Product views were omitted from the customizations area. Thank Goodness for the "Save As" button which can be used as a workaround for creating new Opportunity Product views out of the standard system views. It would be still...

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Columns order in Query CRM Data/Prompt and Response


Currently if you were to set up a Query CRM Data Step and a Prompt and Response that is using the Query CRM Data results, there are several limitations in displaying the columns you need to display in the dropdown. 1. The columns are displayed out of order. The order/postition of colu...

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1 Comments

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1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

Lookup fields in Query CRM Data/Prompt and Response


Currently if you were to set up a Query CRM Data Step and a Prompt and Response that is using the Query CRM Data results, there are several limitations in displaying the columns you need to display in the dropdown. 2. Unable to display lookup columns in the Prompt and Response (in the ...

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1 Comments

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1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

Editing Columns in Query CRM Data


In the Query CRM data control, if you have dynamic values in the filtering criteria (defined on the second tab) the columns edits results in the fetch being rebuilt from scratch and dynamic values in the filter being removed. We tend to edit columns a lot more (based on customer's input) t...

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1 Comments

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1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

Internal/External URL in the hyperlink


It would be great to be able to choose if an external or internal CRM URL (IFD) would be used in a particular hyperlink (in an email generated by CRM Worfklow). Some workflow generated emails are directed at internal users only (e.g. customer service, order desk etc.) and having extern...

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3 Comments

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3 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

Display filtering conditions groupings on existing Recurring Bulk Deletion Jobs


The filtering criteria for the Recurring Bulk Deletion jobs are displayed in an extremely abbreviated form which makes it impossible to make sense of them or validate if the filter was set up correctly or not. E.g. if you create a recurring bulk deletion job for Queue Item (real life e...

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0 Comments

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0 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
New

Conversation Tab - Activities forms and views customizations


The mini-forms and views (if you can call them views, they are more like preview forms as they are not displayed as a grid) that are used for creating and viewing Activities in the Conversation Tab (the tab that includes Posts, Activities and Notes) are not customizable, which presents a signi...

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0 Comments

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0 Comments

Category: Unified Experience: Search, navigation and performance (1141)

STATUS DETAILS
Declined