User Profile

Calculated fields needs to be improved when working with functions such as DIFFINYEARS


According to the technet article, it is described as below ;

'DIFFINYEARS (date and time, date and time) :
Returns the difference in years between two Date and Time fields. If both dates and times fall on the same year, the difference is zero.'


Also in Note it says ;

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Category: Client-Side Programming (4)

STATUS DETAILS
New

Ability to include images that had been saved to entityimage on the report in Dynamics CRM Online


Currently users cannot include images which saved as entityimage on the report in Dynamics CRM Online.
It would be very nice if we can have these images on the report as well.

Business Impact :
It disadvantages our daily work if you have the certain setting which works for Dyna...

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Category: ()

STATUS DETAILS
New

Ability to create Quick Campaign for custom entity by default in Microsoft Dynamics CRM Online


when creating a Quick Campaign form, you can only include phone calls, appointments, letters, faxes and emails.

I would like to customize these entities on forms by default.

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Category: General (1799)

STATUS DETAILS
Declined

Please inform users prior to the design update for import/export or provide a relevant functionality to keep compatibility


The reason for this request is that after CRM Online version was updated, export format changed from xls to xlsx.
Then if you look for regarding entity, they appear to have different headings.

For example, before it used to be like XX (Account), but currently it is XX (Account)(Acc...

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Category: Data Management (2)

STATUS DETAILS
New

User should be able to browse a brief description when mouse is hovering over each section in Setting page


It would be great if users can just hover the mouse on any section in Settings and a brief description will appear
to explain what you can do with the settings.

Current design does not provide enough information about how each setting works.

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to manage emails when creating Appointment with the record which has email address


When creating Appointments, if you include record that has email address for the Required Attendees and Optional Attendees, CRM will send request through emails.

Whichever you have Server-Side Synchronization, or Outlook Client, it would be very useful for users to have control over se...

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1 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined

Mail merge template should have a dynamic solution to show the number of records available for a quote


When you are using a mail merge template that is set to have 10 rows of items for a quote for example,
and you have 11 items.

The current system cannot show all 11 rows, it end up with only 10 rows.

It would be great if you can have a dynamic solution to be able to adjust t...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

CRM Online 2016 : Microsoft Office is being outdated and needs to keep up with Microsoft CRM online


For example, if Microsoft Office Outlook could have a feature such as BBS to check an individual's productivity and utilization
in a whole company.

OWA has such system but Outlook Client does not have one.

I know you can synchronize Outlook and CRM Online but it is rather u...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

More options for deleted users


If you deleted users from Microsoft Dynamics CRM Online in Office 365 side, you can see them as 'Disabled Users' in CRM Online.

It would be great if you can have more flexible options for those deleted users in Office 365 side, in order to manage them in CRM Online.

For example...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to see why emails are 'Pending Send' status on GUI


I would like to see why and how those emails are 'Pending Send' status on GUI when you try to send emails from Dynamics CRM Online.

If you could see the reason for having 'Pending Send' status in details, you can decide whether to resend or not.

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Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined
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