A way to know the date & time when the email configuration will be tested.


It would be helpful to know the date & time when the scheduled email configuration test will be executed after clicking “Test & enable Mailbox” from Settings > Email Configuration > Mailbox, since we sometimes get a message saying that there is a test scheduled already.

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STATUS DETAILS
New

Ability to add a new Account from Potential Customer/Lead field on a new Opportunity record


Using the Potential Customer (Lead) field, it would be useful to have the option to add a new Account, in addition to Contact, with the following steps.
1. Create a new Opportunity.
2. Select Potential Customer/ Lead field (place one on the form if it is not there), and click on the magn...

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Category: Account, Contact, Calendar and Activity Management (476)

STATUS DETAILS
New

The ability to create a new relationship definition for Case entity that is different from its parent case.


When there is a sub grid placed into the main form of the Case entity, and related child records are enabled to be displayed, it is expected to have an option or a new feature that would prevent Child Case to be deleted when you delete its Parent Case.
When creating a new related case from ...

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STATUS DETAILS
New

User name should be displayed after entering notes in Accounts/Contacts


Currently, the owner of the Notes is displayed as "You", right after you enter a note and click Done for an Account/Contact record. It changes to the original user name once you click on other part of the record and come back to Notes again, but it would be more natural to populate the user na...

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STATUS DETAILS
New

iPhone App: Different sort orders for Appointments in Account Entity


With Dynamics CRM for iPhone app, go to Sales > Account, select a record, and go to Appointments of this record. In this Appointment view, it would be useful to have a function to sort Appointments in different orders, such as “Created Date (Descending).”

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STATUS DETAILS
New

Flexibility to configure the chart displayed in each view


For charts that are displayed in each view, it would be more useful to have the ability to change the order of the category on horizontal axis.

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1 Comments

Category: ()

STATUS DETAILS
New

Connections for all Accounts


Currently, Connection is only available to view for each Account. It would be nice to have a function that let us check the Connections for all Accounts.

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STATUS DETAILS
New

Ability to hide Social Pane Activities Tab


It would be nice to have an option in Activities Tab Properties, when customizing forms, to hide/show Social Pane tabs: Posts, Activities, and Notes.

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2 Comments

Category: ()

STATUS DETAILS
New

Export grid with information of the columns that are not displayed in the view


When exporting a grid to Excel, it would be nice to have an option, like a checkbox, which enables to export information of the columns that are not displayed in the view.

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STATUS DETAILS
New

Chart to be displayed with the back button on a web browser


Currently, when you place a chart in an Account form, display company A, move to company B, and click on the Back button of the web browser to move back to see the chart of company A, the chart remains as that of company B, not company A. As most of the users are expecting to see the data they...

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STATUS DETAILS
New