Scott Durow

Currently we cannot customise the close activities (opportunities etc). I would like to be able to add more fields to this activity so that the close dialogue prompts the user for this new information, as well as customise the form layout to enable the customer to collect the information they require during the close operation.

When a quote/opportunity/order entity name is customised, the convert campaign response screen does not reflect the customised names. The dialogue text content should be customisable, since not having entity name customisations reflected on these dialogue forms is seen as a bug by customers.

Reproduced using Version 6.0.0.1018 (CRM Online Fall �13)

Setup Relationships:
1:N Case->Service Assessment
1:N Service Assessment->Support Strand

Case Form:
Inline subgrid of Service Assessments

Steps:
1. Open existing case
2. Open existing related service assessment from inline subgrid
3. Run dialog on service assessment
Dialog:
1. User selects from support strands
2. Dialog creates an appointment regarding support strand
3. Dialog shows link to new appointment

The link shown from the dialog is:
https://develop1ltd.crm4.dynamics.com//userdefined/edit.aspx?etc=4201&id=dd35d67c-9748-e311-ae55-d89d6763ef70

But this then causes a redirect to the original service assessment not the appointment.
If the original link is placed in a separate IE tab, then the same redirect happens, however there is no subsequent content frame request and the appointment is correctly displayed.

See attached file.

When using Product Properties it is a significant limitation not to be able to search or report on the values entered. For instance, you could not search for all customers who had orders for a particular colour of product if you were using a product property for the colour.

When creating Word Documents using a Document Template - allow filtering and sorting of the related records. If you are creating a Quote document you cannot sort using a sequence attribute or filter to only show a specific product type.

If there are fields in the unified client form header - they are shown as the first section on the phone form factor. This causes duplication when the same fields are in the first section of the form.

Please consider automatically hiding the fields in the header when they are also in the first section on the form when viewed on the phone form factor.