CRM - Field intelligence


A very nice feature of Dynamics AX is the possibility to use field intelligence.

Fx if you in a decimal field enter "3000*10" the result is 30000.
If you enter "1200/10" the result is 120.

In date fields you can enter "d" and the result is todays date.

Other functions w...

Read more...
1 Comments

Read more...
1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

CRM Word template workflows


It would be very nice if we could create a generate Word document step.

The functionality should be something like this.

You select the "Generate Word document" step and selects a template.
The fields and bookmarks in the template is shown and can be mapped to fields on the Wo...

Read more...
1 Comments

Read more...
1 Comments

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

STATUS DETAILS
Under Review

CRM Workflow field entry (on demand workflow parameters)


It would be very nice if there was a possibility to force the user to select various fields when starting on-demand workflows.

Let´s say I would like to run a workflow selecting a picklist value (and do stuff with these records) depending on the user input.

When running the workf...

Read more...
1 Comments

Read more...
1 Comments

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

STATUS DETAILS
Under Review

CRM Reporting Service report workflow


It would be very nice to be able to create Report Service reports as part of a workflow.

Ex We would like to send a customer an e-mail with a attached RS report (in PDF-format) every time a case is resolved.

This could be implemented as a "Report Service Report" step. The...

Read more...
5 Comments

Read more...
5 Comments

Category: ()

STATUS DETAILS
Under Review

CRM Cut & Paste in grids


It is very annoying that you cannot copy and paste from grid fields.
A great example is the contact fullname or e-mail address from the grid.
The fullname is a very good example because on the form it is 3 diferent fields. So there is no easy way to copy a contact fullname.

Read more...
3 Comments

Read more...
3 Comments

Category: ()

STATUS DETAILS
New

CRM - infinite loop workflow detection


Of course the check for infinite loop in running workflows is a nice feature. But we need to be able to overrule this on workflows that by design creates records i CRM.

Fx I have the need to create scheduling appointments on a yearly basis. After creating 5 workflows the workflow stops ...

Read more...
2 Comments

Read more...
2 Comments

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

STATUS DETAILS
Under Review

CRM - Allow for setting default values for lookup and text attributes (all fields) in Customization without code


Hi

I would like to be able to set default values on ALL attributes. Now only Picklists have default values. But this is needed for all field types.

Especially date fields is important fx Default date field
Today (date only)
Now(date + time)

Today we n...

Read more...
1 Comments

Read more...
1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Planned

CRM: Native picture support


I would like to be able to add pictures to CRM entities and to browse these in thumpnail views and to display a gallery on the entity eg a folder view i Windows and also to see one picture with a prev next button.

Especially in the product catalog and in the sales-litterature this funct...

Read more...
3 Comments

Read more...
3 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

CRM - Easy to make chain of activities


It would be very nice if there is an easier way of creating phonecalls in a chain.

It is very important to register all succesfull phonecalls with customers and leads, because we need to register activity. But often the result is a new follow-up call with all the same informations (and ...

Read more...
2 Comments

Read more...
2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

CRM - Multiple select support


It would be very nice to be able to create a new form of relationship. "Select Many".
This should enable the user to select more than one record from the related entity.
CRM has allready this functionality build in a lot of places - but it is needed as native functionality.
The result...

Read more...
2 Comments

Read more...
2 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Declined