User-level configuration for “CRM for Outlook message” setting


The setting “Set whether the users see CRM for Outlook message” (Settings > System Settings > Outlook tab) should be configured on each user. Currently, changes for this setting only apply to organization, not an individual-level. It’s better for the user experience to have a user-level settin...

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Category: ()

STATUS DETAILS
New

Unable to change the value of a related field after the appointment is completed.


Ability to fix the value of a related field of an Appointment entity, after the status of the appointment is changed to “completed.” When users make some changes to the value of a related field of an appointment entity and change the status of the appointment to “completed,&r...

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Category: General (954)

STATUS DETAILS
Under Review

Change the way to configure “Email processing for unapproved users and queues” option for CRM Online


Some users misunderstand this option, thinking that email will be processed for both approved and unapproved users by unselecting these options. However, email will not be processed for both approved and unapproved users, if this option is not selected: all the users and/or queues will change ...

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Category: Customization and Solutions (0)

STATUS DETAILS
New

Customize wildcard search in Quick Find view


Ability to customize Quick Find view for each entity that allows wildcard search without using an asterisk (*). Some customers use other system with which wildcard at the beginning of the string is implied, as well as at the end of the string (no need to use asterisk at all). It would be easie...

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Category: ()

STATUS DETAILS
New

Ability to change email address (UPN or Primary SMTP Address) used in CRM Online for all users


There are 2 types of email addresses: UPN (User Principal Name), which is used in Office 365 in connection with Active Directory, and Primary SMTP Address; however, currently, Dynamics CRM Online automatically sets UPN to be used for both sign-in and CRM Online email by default. If the admin w...

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Category: Administration and Deployment (1)

STATUS DETAILS
New

Option to show/hide “Modal dialogs not supported” warning popup when using CRM Online with Chrome


When using CRM Online with Chrome browser, it would be easier for users to have an option setting to show or hide the warning popup, “Modal dialogs not supported: Your version of Chrome doesn’t support modal dialog boxes”.

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STATUS DETAILS
New

Audit User Access: Ability to audit the page users visited


Currently, user access audit log only shows the date & time, duration, and the name of the client users used to access the data of Microsoft Dynamics CRM Online. It’ll be nice if we can check which page users have accessed.

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Category: Security (3)

STATUS DETAILS
Planned

Ability to select multiple record types when creating customized lookup field


When you create a new field and select “Lookup” for Type, it gives you only one option to select for its Related Record Types. It’ll be nice to have more flexibility in creating the lookup field, enabling users to select multiple data types for reference.
A good example is the required/opt...

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Category: ()

STATUS DETAILS
New

Ability to check and increase the memory limit of sandbox instances


When using sandbox instances, there may be an occasion where users want to check the memory usage and increase its limit. It’d be nice to have the ability to do both for a better use of sandbox instances.

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Category: Administration and Deployment (1)

STATUS DETAILS
New

Enable the administrator to select preferred time for server-side CRM Online maintenance.


It would be nice if the administrator can select preferred time for server-side CRM Online maintenance in order to avoid the date & time that may have a negative effect on their business and daily operations.

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Category: Administration and Deployment (1)

STATUS DETAILS
New