Business rules enhancement for Opportunity form
There has been lots of updates in Business rules, and it is actually good to see that Microsoft has been tracking these feedbacks on MS Connect all together. However, there are still limitations in business rules that we need to use Workflows instead.
I would like business rules to be ...
I do not want Global and Service administrators to have access to the administrative areas in CRM Online
Microsoft Dynamics CRM can give Office 365 Global administrators and Office 365 Service administrators unrestricted access to the administrative areas.
However, this functionality does not work wisely if these administrators are in different positions in your company.
In some cases, CRM ...
Ability to send emails in TEXT format
When using Dynamics CRM Online, by default, you cannot use TEXT format to send emails; unless you need to set up Outlook.
It is very important for users to be able to send emails in TEXT format.
Ability to research Contacts by their Birthday Months
I would like to create an email and send it to Contacts according to their Birthdays and Anniversaries.
Current version of CRM does not let me search Contacts by their Month.
If I search for 'this Month', it does not show the present year.
It would be great if we can search Contacts ...
Ctrl + Shift + S does not work in 7.1 to Save and open a New record
After upgraded to Dynamics CRM Online 2015 Update 1, users are not able to use the shortcut key [Ctrl + Shift + S] anymore which worked fine in the previous version. The record is saved but it does not open a new form.
This is causing a great impact on our users because there is no workaro...
User cannot add workflow steps for 'Opportunity Products Entity' in Dynamics CRM Online 2015
This is by default, you cannot use workflow to add steps for some entities such as 'Opportunity Products entity' in order to update the record.
It would be very important for many users to have 'Opportunity Products entity' to be able to update the record in workflow.
Please provide ability to delete/hide unwanted Managed Graph and Managed View : Carina
This feature was removed by Microsoft since Dynamics CRM Online Update 1 (Carina) has been released.
It is a common request from many users who want to delete Managed property in CRM.
It would be great if users are able to delete/hide Managed Graphs and Managed Views from the list.
Status Reason for all the outgoing emails in CRM for Outlook should just state as 'Sent'
While sending emails in Microsoft Dynamics CRM for Outlook, the Status Reason in Activities shows 'Recieved'.
It would be a lot better if the Status Reason just shows 'Sent' for all the outgoing emails. This would make less confusion about email status for users.
Ability to insert images and customise the form in Dynamics CRM Online 2015
Customising the system is often not supported and you might ended up looking into complex tools to try to achieve what you want.
I would like to insert images into forms (e.g. Opportunity forms, Case forms, Marketing list forms..etc).
It would be great to have this feature available for ...
Ability to import Campaign Response to Excel in CRM Online 2015
While we are able to Export the Campaign Responses, it is not supported to import them at all.
This feature should be supported by Microsoft in order to improve our user experiences.