CRM 2015 - Visual Hierarchy for contacts on smartphone app/mobile web site and Outlook
A recurring requirement from customers is to be able to have an org-chart view of the contacts for a given account. The Visual Hierarchy in 2015 goes a long way to address this but here are some concerns:
- If I configure hierarchy at the Contact entity (which is not enabled by default), ca...
Make "Parent Bundle Product" column in OpportunityProduct table a working lookup column
If you select a product bundle that includes X products, the association between each product and the bundle is stored in the "Parent Bundle" field that only contains the GUID of the bundle.
There is a "Parent Bundle Product" field which is a lookup but it is empty.
...
Up Next Widget - add option to hide "Mark complete" button to control
Have option in "Up Next" widget control in form designer to hide "Mark complete" button.
In some cases, "Mark complete" closes the sequence activity the wrong way.
For example, an email would be closed with a "Completed" status reason rather than "Sent".
Make Merge button available in Leads command bar
Currently the option to Merge leads is only available if duplicate detection is triggers and the "View Duplicates" button is displayed.
The Merge button is only offered within the "View Duplicates" dialog.
A "Merge" button should be available when 2 or more leads are sel...
Improve Phone Call closure dialog
Improve Phone Call activity closure
- In "New look" interface, make dialog box big enough that we don't need to scroll to see Status Reason under Status
- Validate between Status Reason and Call Direction - you shouldn't be able to say a call is Completed/Made for an incoming ca...
STATUS DETAILSNew
Make Master ID column (Parent lead that current lead was merged into) more accessible
The "Master ID" lookup column is locked from modification.
- It is not possible to make it searchable to views (e.g. making a "Merged Accounts" view)
- It is not possible to add it to a view
- It is not possible to add it to a form. There is a "Merged" Yes/No column that y...
STATUS DETAILSNew
Choice columns - make Description work as tooltip in model-driven and canvas apps
Values set in Choice-type column have a Description field.
This field does not seems to be used but could be used in model-driven apps and canvas apps to provide a tooltip explaining what a given choice represents.
This would be useful for fields where a toolt...