User Profile

Adding Multiple Users


My organization is in the process of upgrading to CRM2013 On Premise. I am finding it difficult adding users to the new system since there is not a lookup/search field on the Look Up Record form. With over 1000 employees in our active directory file it makes it very challenging.

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Category: Administration and Deployment (2)

STATUS DETAILS
New

Phone Call Activities in Calendar View


Our sales force has provided feedback indicating that it would be great to display scheduled phone call activities in the CRM calendar.
Often times users will setup a phone call based on an agreed upon time with a client not realizing that they have a scheduled appointment at the same time....

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2 Comments

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

STATUS DETAILS
Declined

Open in New Window


Our sales force uses CRM2013 with some individuals deploying through the Outlook Client and others through the Web Client.
All of our users have had difficulties with the right click menus when working within their Marketing Lists.

Once the Marketing List is opened and the members v...

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1 Comments

Category: General (1815)

STATUS DETAILS
Declined