• Search Lookup in CRM Outlook client dropping search value when switching views

    We have noticed that when using the Search dialog to lookup a record in CRM in Outlook (from e-mail or Outlook item), that if a search value is specified and you search results, and then need to switch views (search in diff. context), that the search text is cleared - having to type in again.

    This is functioning differently than the Web Client - which works as desired - which will retain the value recorded in the search when switching views in the lookup and researching.

    This is very problematic for our Sales staff who rely on the CRM Outlook Client.

    It would be nice if the CRM Outlook client worked same as with the Web client.

  • Using Get Products in Quotes producing error - Expected 'SafeString' data type for 'name' parameter in 'Request.QueryString'

    This error is occurring when the Title of the Opportunity associated with a Quote has a 'less than' (<) in it (e.g. Opportunity Title = 'Opportunity for sale - customer with < 100 employees').

    It does not matter if the Quote title has a 'less than' (<) symbol, only if the opportunity linked (source) to the quote has it.


  • Allow joining in related records more than once in Advanced Find as 'Inner Join'

    We have various custom child entities (for example, Account Profiles, or Customer Products). What if I want to pull list of All Accounts that have Profile A and Profile B (not just whether they have one of the other)? Or an Account that has Product A and B.

    This is not possible in current construct of advanced find. I can only join in to the related Account Profile entity once from Account.

    Why not make it possible in Advanced Find to join in multiple related records (currently disallowed) as an inner join - which means both criteria must match. This way, I could select from Account Profiles (Account), where Profile = A, and then select Account Profiles (Account) again where profile = B. The backend query generator build two inner joins to the Account Profiles table with the defined criteria.

    Also, how does one pull list of everyone who has Profile A, but NOT profile B. This would require a NOT IN type join to the Account Profile where the profile equals Profile A. I will post new suggestion for that.

  • Allow NOT IN searches in advanced find, marketing lists etc

    We have various custom child entities (for example, Account Profiles, or Customer Products). What if I want to pull list of All Accounts that have Profile A, but they do not have Profile B? Or an Account that has Product A but not Product B.

    This is not possible in current construct of advanced find. I can only join in to the related Account Profile entity once from Account. Essentially, I would have to have all profiles (or products) listed in some way on the Account (either through a concantenated field, or distinct fields for each). This would not be good design.

    Why not make it possible in Advanced Find to join in related records as an 'Not In'. This way, I could select from Account Profiles (Account), where Profile = A, and then select Account Profiles (Account) (as Not In selection) where profile = B. The backend query generator could then add a 'Not In' Query for the prescribed criteria.

  • Add ability to categorize and filter views

    It would be nice if there was a way to categorize (and then filter) views.

    Examples
    A sales manager could filter to sales management views
    A sales rep could filter to their daily management views
    A system admin could filter to daily or weekly admin views
    etc.

  • SQL Error generates in Email Messages used in Dashboard if Subject selected as Sort

    We have been testing CRM 2013 SP1 in our Dev/Test - on premise, and encountering SQL Server message error (after delay when view) when accessing a view from a dashboard, whereas the same view works fine directly from the related entity. This has been problem since CRM 2011 UR17 (but I don't recall it showing up before).

    It is a view of recent email activity where the regarding object is related to a Contact record. In our business framework, the communication should either be regarding an Account, Opportunity, Quote, Project, Case, Posted Form, etc. it rarely should be set to a contact, but it is common for users to initiate email from a contact (or through bulk email), so I have this view defined for my admin dashboard.

    In testing, found that the problem occurs when I have 'Subject' defined as the sort. If I change sort to something else, it works.

    Criteria...
    Created On On or After {A certain date} (currently 2/6/2015)
    Regarding (Contact)

    Columns...
    Regarding
    Create On
    Created By
    Subject
    From
    To
    Cc
    Bcc

    Sort...
    Subject

  • Add 'Get Products' functionality to Opportunity form

    It is a simple request, adding Get Products is a great feature for the Quote, but it would be really nice on the Opportunity form as well.

    Additionally, with use of business rules, the user experience of building a quote could start with providing pricing. Building the pricing could be served up through the Opportunity if it had a Get Products function (as is available with Quotes) from a previous sale or configured opportunity with selected products.

    Then, if the potential client is satisfied with what is offered, then a Quote is created (which carries over the selected products and totals).

    Essentially, having 'Get Products' makes just as much sense on the Opportunity form as it does on the Quote form.

  • Need way to add Title to notes in CRM 2015

    Possibly, if Business Rules could be opened up on the notes entity, I could add a rule to populate the note if empty. Or even workflow. Yet, this is not possible.

    This is a BIG problem for our support staff, who cannot tell (or depend) on the modified by/date, because it is changing when users simply open the note in CRM 2015.

  • Change Quote form to actually substitute (replace) product in list when substitution selected

    One would expect that when using suggestions and choose a Substitute, that it would actually substitute the product already listed with the quote (for substitution). Else, at least highlight the products in question (that may be in the grid together) so end-user knows they are substitutions to one another and to delete one of them.

  • Modify behavior of in-line quote product select/suggestions grid to reveal more of the Product Name

    Since the form seems fairly rigid (not customizable), it only seems geared toward quick edit of qty/discount. The problem is that the product name length is too limited.

    Suggestion - Why not offer a 'simple view' toggle, so that one could just review the selected products, qty, discount and amount (drop off space for base amount, suggestions, properties, etc.).

    This could be used for quick review (so one can actually see the name of the product) and clean up (such as to delete).

    OR, instead of having everything cramped into one line, list the Product Name, Properties, Price Per Unit as one line, then in a second line (tabbed over), show the Qty, Discount, Extended amount, etc.

    The main issue is that the Product Name length is way too short.

    Alternatively, just make the grid properties (on the form) allow for expanding to use more horizontal space, providing preference to the account name to extend longer).