REPORT FUNCTIONALITY - Ability to show all the Posts related to Opportunity and Appointment Entity
I would like to have a Report fucntion which can display all the User Posts related to Opportuniti Entity and Appointment Entity.
Currently, users can find in 'What's new' section to see if there are any Posts related to the record in Sales Activity Social Dashboard.
But, it would be...
Bing Maps should be able to differentiate the UI languages and allow users to select which one to display
When your UI language is set to English, Bing Maps cannot find the place if the post code was typed in Japanese.
This is because Bing Maps cannot tell if the address is in Europe or in Japan.
It would be more efficient if users can just select which language suits the address everyt...
Ability to Bulk convert a group of leads from a same company
It would be great to have a supported way to bulk convert a group of leads where they all come from a same company, and change their status to 'Qualified'.
It seems very efficient and something that most companies need.
Ability to add 'Custom Fuctions' in Calculated Fields
Calculated Fields are introduced in 2015 and it is indeed an enhanced feature.
It would be great that if we could add Custom Functions in Calculated Fields to provide more specialized functionality.
Everytime user opens Outlook for CRM, it pops up new window with IE10
There is an issue when using Outlook for CRM 2015 with Internet Explore 10.
It pops up a blank window or log-in window whenever user opens Outlook for CRM.
This is quite stressful for users while IE10 is supported by Microsoft.
Please provide workarounds or fix to this strange...
Please provide a functionality to show an alert if emails have been failed to send over
I have a request from a customer that if emails could not be sent successfully, and their status reason says 'Failed', there should be able to show an alert for users to notify the issue.
These alerts should show on the informaion bar or pop up in a window for a quick response.
To add an ability to look up for an record through different entities
Currently, you can only look up for a record directly between 2 entities. Such as when you have Parent-Child relationship entities. If you have 3 level relationship, this area is really limited.
I would like to look for a specific record through multiple entities.
For example, the...
Lack of ability in Calculate Fields
The customer wants to know if there are any ways such as Calculate Fields or Rollup Fields to be able to calculate the value from different Entities.
For example, Entity A has a revenue field, and Entity B has a actualvalue field.
And the customer wants to get the Interest Rate from ...
Ability to export with the same display names
According to the article below, it says that '...CRM maps Excel columns based on Display Name. This is the reason why a view with same column names (Display Names) cannot be exported.’
Title : 10 Data Export and Import Redesign Features in Dynamics CRM Online 2015 Update 1
URL : http...
Please provide XML as the file format option in data export : CRM Online 7.1
The dafault format for data export is currently .xlsx only.
It sure is an enhanced feature in CRM Online 7.1 in order to save some time working with data everyday.
However, I still have many customers who need CRM Online to be able to select the file format before export.