User Profile

CRM Excel Template Functionality within a Document


The excel and word template functionality in CRM 2016 is fantastic and very useful. The restriction is that we are not able to use excel template function when you are inside a document like and account or opportunity. Many times, it would be very powerful to be able to use excel within a do...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
New

Simplified Approvals


I would like to see a simplified way for processing approvals in CRM.  Many times, the processes in CRM require

Many times, the processes in CRM require approvals.  It could be for sales opportunity approvals, or service workflows or really any document within the CRM system. ...

Read more...
2 Comments

Read more...
2 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined

Organizational Insight - Enhancements


I really like the new organizational insights dashboard as it give my teams better insight into the engagement and usage of the CRM system.

Now that we have this starting point, we need to be able to take it further.  We need to understand what applications are being used, what fu...

Read more...
1 Comments

Read more...
1 Comments

Category: ()

STATUS DETAILS
New

PSA WBS Copy Task Link Items


Deploy some of the Project Online UI capabilities like copy and paste into PSA to make the WBS experience richer and closer to what people are used to with Project or Project online.

 

Read more...
0 Comments

Read more...
0 Comments

Category: Project Service Automation (167)

STATUS DETAILS
New

Project Service - WBS Organization Unit Visibility


It would be very helpful if we could see the organizational unit in the WBS in the current version.  It was there in the previous version of PSA, but when we moved to the many to one relationship, we lost the column in the WBS.  

You are able to see that a task has multip...

Read more...
1 Comments

Read more...
1 Comments

Category: Project Service Automation (167)

STATUS DETAILS
Under Review