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Please allow dynamic marketing lists to be added into contact entity
When adding marketing lists into contact entity, it only allows static lists to be added. It would be great to have a function that can add both dynamic and static marketing lists to be shown.
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Please provide the solution to change the name of 'Targeted At' field in marketing list
When we changed the name of the Account for example, 'Targeted At' field in marketing list must be reflected as well. It will be great to have this function to be added.
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Please enable users to edit the Opportunity Close Form
There is no supported way to add new field or delete existing field in order to edit the Opportunity Close Form.
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Please give a resolution to delete an unwanted system graph from the opportunity entity
I cannot delete an unwanted system graph from the opportunity entity. When I click 'delete' on a selected system graph, there is an error message about system graphs which cannot be deleted due to one or more compoments require it.
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Email activities automatically save drafts when hitting a reply button
Once you click a reply button, it creates a draft record in Email Activities without saving or sending. I do not want this behavior to occur. I would like CRM to create a record in email activities when we only choose to 'save'.
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Showing open status activities before confirming a support case to resolve
I would like to have a function (CRM2013 had it) which can inform users that a support case is not able to resolve if the case contains any open status activities.
-DynamicsCRM2013 Online was not able to confirm a support case if there were any open status activities involved
-DynamicsCRM2015 Online is now able to confirm a support case even though there are open status activities involved -
To add a function to set up time zone after syncing an appointment to Outlook from CRM.
When an appointment was SYNC to Outlook from CRM, date and time is set to UTC which makes it inconvinient for Japan users (UTC+9).
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Keeping contracts to stay in the draft status
I would like to have a function which could keep contracts to stay in the draft status even though these contracts are about to expire.
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Add phone call and Add task button should be always displayed
If you have a lot of activity records in activities tab in the social pane by opening one of the support cases, you will not be able to see 'Add Phone Call' and 'Add Task' buttons. Unless, you need to scroll up all the activity records in activities tab which is time-consuming.
I would like to have the activity records to be displayed in a seperate view, so that users can immediately add phone calls and tasks in activities tab. -
There should be able to have 'Add Email' when creating a new case
When you are creating a new case, there is no control for Add Email on Activities tab in the social pane. There are only Add Phone Call and Add task in Activities tab.
I would like to have 'Add Email' along with Add Phone Call and Add Task when creating a new case.
Or, I would like it if there are no Activities fields to be added in the social pane to be fair.
This is very important for my clients' needs in order to formalize their business operation.
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