User Profile

Warning message when exporting to Excel


Microsoft appear to be aware of the situation (Article ID 946274) however I would like to know if it is something that will be resolved.

When anyone in our Company 'exports to excel' from CRM, they have to click OK on the warning message dialog that comes up about the file being in a d...

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4 Comments

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4 Comments

Category: ()

STATUS DETAILS
Under Review

Deactivating a Campaign


It would be very useful if it could be possible to deactivate a Campaign once it is fully completed. At the moment you can set it to Complete, but this still shows in the Source Campaign Lookup (for example on an Opportunity record) and we are getting a large number in the list. Could this be ...

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2 Comments

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2 Comments

Category: General (1840)

STATUS DETAILS
Declined

Using workflow to add a Contact to a Marketing List automatically


It would be really useful to be able to use workflow to add a Contact to a Marketing List, when certain fields get set.

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1 Comments

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1 Comments

Category: General (1840)

STATUS DETAILS
Declined