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.
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...
Category: Account, Contact, Calendar and Activity Management (476)
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 ...
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...
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).”
Export grid with information of the columns that are not displayed in the view
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...