User Profile

Fix the Campaign/Quick Campaign functionality to honor the "Do Not Allow Bulk Email Flag"


Per the discussion at http://social.microsoft.com/Forums/en/crm/thread/31ace737-c5fd-4b94-982a-f5ca7b9eab68 it seems that the Do Not Allow Bulk Email flag is still being ignored in CRM 2011 when sending bulk email via campaigns and quick campaigns. This doesn't seem logical to us (or our custo...

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1 Comments

Category: General (1799)

STATUS DETAILS
Declined

Add "save" function when creating data maps


Recently, I have lost a lot of time redoing data maps (sometimes several times) where Dynamics CRM Online has hung/failed when I have attempted to import data, losing the (large, complicated) data map that took a long time to create.

It would be very useful to have a "save" function BE...

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1 Comments

Category: Data Management (2)

STATUS DETAILS
Under Review

CRM 2015: Bring back the "friendly" permissions-related error messaging


In CRM 2013 and earlier, the error message displayed when a user did not have the necessary permissions to do something had a "friendly" error message which specified the Entity and permission level that was missing. In 2015, the error messages are less helpful and require reference to a char...

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0 Comments

Category: Security (4)

STATUS DETAILS
New

Provide functionality to split marketing lists


When working with large marketing lists (say 10000+ contacts) in CRM, customers often have a requirement to split the list into several smaller subsets. Currently, none of the available methods of doing this are very quick/straightforward and require a significant amount of manual intervention...

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0 Comments

Category: General (183)

STATUS DETAILS
Declined

Business rules do not display errors when they fail


I have recently discovered that business rules do not display any errors to indicate why they are failing. E.g. If a business rule is created with the scope set to "All forms" but a particular form does not contain a field used in the rule, it simply won't work on that form. It would be very...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
New

Integrate Document Templates with DocuSign (or another electronic signature provider)


The new CRM 2016 Document Templates functionality is great, but would be much better if it had native integration with either docusign or an equivalent electronic signature provider to allow for automated document generation and sending to the customer for approval without the need for user in...

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
New