Copying existing entity to create new entity


It would be nice to have a function that we can just copy existing entity to make new entity.

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Category: Administration and Deployment (1)

STATUS DETAILS
New

Adding a new function to display/non-display Tracking Icon


While CRM online and outlook for CRM are connected, Tracking Icon is displayed in inbox. I have to explain about the icon to each recipients who thought the icon meant some kind of attachment.
It would be very convenient to have a function which I can just choose display/non-display the tr...

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Category: Microsoft Office Integration (833)

STATUS DETAILS
New

Delimiter Settings needs to be back.


I'm using trial version of Dynamics CRM 2015 Update 1 at the moment and trying to see what this version could do for me. Apparently, this version doesn't have Delimiter settings in order to import the data.
It would be very useful if we will be able to set up Delimiters again in later versi...

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Category: Data Management (0)

STATUS DETAILS
New

To copy a security role within different business units


Currently, when the client click 'Copy Role', we only be able to change the name of each security role, and it does not let us change the business unit. It will be great if we can choose different business unit in order to copy a security role (no matter if the unit is lower or upper).

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Category: Administration and Deployment (1)

STATUS DETAILS
New

Adding a new function to 'Required entity'


When the client creates a new appointment, the Required entity is always set as 'Contacts'. If this client only makes an appointment within users, it would be great if the required entity directly goes to 'Users'.

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Category: Administration and Deployment (1)

STATUS DETAILS
New

Editing the filter on a system view and its window size


Since CRM 2015 Update 1 has came out, when opening up the system view to edit the filters and groupings, the pop-up screen does not show the entire fields unless we use a Tab key to see other fields that are hidden from the screen.
The earlier version used to be able to change the window ...

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Category: Customization and Solutions (0)

STATUS DETAILS
Planned

Please allow dynamic marketing lists to be added into contact entity


When adding marketing lists into contact entity, it only allows static lists to be added. It would be great to have a function that can add both dynamic and static marketing lists to be shown.

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Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes

Allow the administrator to control new alerts when sign in to CRM


It would be very useful if the administrator could delete all the new alerts which are already shown in a bar when other users sign in to CRM. Therefore, other users won't need to touch new alerts at all.

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Category: Administration and Deployment (1)

STATUS DETAILS
New

Please provide a new resolution for screen transiton error


The only way to fix issues with screen transition at the moment is to type 'https://*yourdomain*.crm5.dynamics.com/_root/tracewall.aspx' into address bar. There sould be new resolution when PC doesn't follow screen transition.

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Category: Administration and Deployment (1)

STATUS DETAILS
New

Please provide the solution to change the name of 'Targeted At' field in marketing list


When we changed the name of the Account for example, 'Targeted At' field in marketing list must be reflected as well. It will be great to have this function to be added.

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Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes