Removing field values through "Mass Edit"
Please extend the "Mass Edit" functionality to remove field- values from entitiy forms.
At the moment I can't find any function to remove the e.g. the parentcustomer values from more than 1 contact at the same time - but also for other field types. There can only be set new values.
Category: Client-Side Programming (4)
Timer Job for CRM (Online) for recurring actions (plugin functions,...)
In windows and also in sharepoint we have timer jobs (or scheduled tasks) to execute a task for a given number of times based on a time plan (once a day oder every 5 minutes, ...and so on).
On an onPremise installation we can use scheduled tasks from windows but in an online enviro...
Category: Plug-ins, Workflow, and Web Services (0)
Please add more features to FetchXML
since CRM Online, the only option for reports is using fetchXML instead of SQL.
But fetchXML does not cover important features like:
Forecasting / Quota based on Product
Today we can define forecasting quota based on territory or sales person/hierarchy. Several Customers do their forecasting based on products - a sales person needs to generate revenue based on products or product-families. (e.g. CRM: 50.000,- and Microsoft 365: 100.000,-). This could be measur...
Category: Forecasting, Goals, Gamification, Territories (5)