Share your ideas and vote for future features

D365Ideas_Admin · ‎02-04-2019

A very common request from customers is to find records WITHOUT a certain related record. Today I need to make a custom report for that. I think it would be great to be able to create views etc based on NOT IN statements in an advanced find. That could easily be used for customers to set up even more dynamics marketing lists too.

D365Ideas_Admin · ‎02-04-2019

When you place a field on a form that has a long name, the name of the field fades. In CRM 2011, the field name would wrap. Fading causes some of the important content to not be visible. It would be more desirable to have the full field name visible via the old behavior of wrapping than to fade it. This would also allow for better future protection of moving to a more responsive web design that could accommodate more varied screen resolutions (and different devices) The best practice would be to shorten the field names, or change the field label width in the section to accommodate long fields, and those are the current workarounds.

D365Ideas_Admin · ‎02-04-2019

When I was working in 3.0 for a customer, I created a multi select picklist using the inbuilt options from Dynamics CRM. If I could do this then I believe MS can build it and help a lot of customers. In the advanced find for any status, optionset field in the filter criteriea, we get a multi select picklist. We can move values around in that and it displays the multiselected values as well. I have used this same window and a couple of XML strings to create a similar field on a Form. The XML strings store the Values in my case. This solution would certainly help a lot of customers and enhances the CRM product as well. The customers I speak to say that it is available in other products and why not here. I see that there is a possiblity and hope you can release it.

D365Ideas_Admin · ‎02-04-2019

Customizing a form has been made a lot easier in 2011, but we still need to export the RibbonDiffXml and manually import it- which is a tedious process. Can we have graphical editing for form ribbons as well, and then add the 'OnClick' button for the ribbon element using the UI itself? Thanks in advance!!

D365Ideas_Admin · ‎02-04-2019

Our users often (intuitively, having become accustomed to this functionality in Office apps) try to copy and paste rich content with HTML/XML and images into Notes, Knowledge Base Articles, email templates, etc, and they are often frustrated/surprised at the inconsistent results. It'd be great if CRM content editing was simplified and standardized overall for end users, so that copy/paste would produce the results they expect. Being able to embed images in K/Bs, without referencing external URLs, having hyper-linked URLs in Notes, and having richer content editing controls in general seems to be something that the product should have in it's 5th generation, or certainly by the next release. I found these similar requests for this functionality, but nothing that seems to request this as part of an overall request - although there certainly seems to be a pattern here with this request being made: https://connect.microsoft.com/dynamicssuggestions/feedback/details/482002/crm-email-customisation-rich-text-editor-for-emails https://connect.microsoft.com/dynamicssuggestions/feedback/details/611420/crm-email-customisation-rich-text-editor-for-emails https://connect.microsoft.com/dynamics/feedback/details/338058/crm-email-customisation https://connect.microsoft.com/dynamicssuggestions/feedback/details/713413/rich-e-mail-template-editor https://connect.microsoft.com/dynamicssuggestions/feedback/details/562259/seamless-not-tight-integration-with-onenote-and-microsoft-crm

D365Ideas_Admin · ‎02-04-2019

CRM 2011 had a Save and New button on the ribbon. CRM 2013 has a +New button, but the behavior has changed. Users anticipate that they can quickly enter multiple records by entering the field data and then press the +new button and then continue to enter the next record. This data entry pattern worked well in CRM 2011, but in CRM 2013, the +new button no longer saves the record. It doesn't even display a warning to the user - it just throws out the data and resets the form. The behavior should be changed back to the CRM 2011 behavior to facilitate this data entry pattern. This would also be consistent with the intent of having an auto-save behavior in CRM. As a minimum, if the behavior is not going to be changed, a warning should be displayed to the user that their data is going to be lost if they continue.

D365Ideas_Admin · ‎02-04-2019

I was going to suggest a specific change to the CRM views to allow us to specify more than 2 sort columns. However I decided to make a more general request as the views need to be improved in a number of ways. Here is my list and I guess others can add to it in the comments (it's pretty much everything you'd get in a custom grid control or something like Outlook views): 1. Allow sorting by more than 2 columns. 2. Allow custom header text. 3. Allow grouping (drag and drop to group box) with totals (total, count, average, stddev etc.). 4. Allow frozen columns so you can keep one or more columns on screen when scrolling horizontally. 5. Allow dynamic filtering (similar to excel where you can filter on column values without leaving the screen). 6. In-line editing. 7. Automatic column widths (best fit for data or data+header). 8. Improve the view editing experience. Things like a field chooser and dragging/dropping columns to re-order/group them, clicking headers to set sort order, re-size columns using the mouse etc.

D365Ideas_Admin · ‎02-04-2019

It would be great to have a button for save publish and close. In 19 cases out of 20 I want to save, publish and close while I do a customization. Now I need three clicks for that instead of one.

D365Ideas_Admin · ‎02-04-2019

Hi, in most case default value 0:00 in Date/Time fields does not make sense. It would be very beneficial, if each of these fields can have own default value preset to meaningfull 8:00 or 9:00 based on which time Organization starts their business. Thanks, Jan

D365Ideas_Admin · ‎02-04-2019

One of the pain point which every Customers express is the usability in CRM. It takes several minutes to create record which contains multiple sub-entities. Editable grids enables user to create/update records without opening a form. We would like to have this functionality out-of-the-box in CRM 5. Provide Editable grid with bulk edit and create records inline functionality. Would be great If you expose few events such as Grid OnLoad, Record OnLoad OnMerge OnSelect OnShare OnCreate OnSave

D365Ideas_Admin · ‎02-04-2019

Forms based on type (or other attribute) instead of security role. For Example; on the Case entity show a different form based on the "Case Type" this could be added to the form design, where you could specific (with fetchXML) to use the form.

D365Ideas_Admin · ‎02-04-2019

Right now, when a user performs a search on a list, will always search with a base filter of the Quick Find view. There should be a checkbox that allows the user to search the current view instead. For example, if I were on the view "My Active Accounts" and I typed "*waterworks" into the search box and checked "search current view", it would only search "My Active Accounts" when presenting the results.

D365Ideas_Admin · ‎02-04-2019

Sometimes, business logic requires that field values must be cleared. For example, in dependence on field A value (picklist), one must fill in either field B or C. The same time field B becomes required, field C must be set as not required, locked and its value must be set to NULL (empty).

D365Ideas_Admin · ‎02-04-2019

A couple of issues with IE11 and CRM 2011. 1. Custom pages referencing the ClientGlobalContext.aspx.js API in IE11 do not work with CRM 2011 unless the user is in compatibility mode. Note IE11 deprecated document modes so it would be preferred if every custom web resource didn't need to be edited to set this. 2. Navigating to CRM 2011 in IE11 outside of compatibility mode redirects the user to the mobile site. It is obviously prefrered not to force the user to need to set up compatibility mode in their browser.

D365Ideas_Admin · ‎02-04-2019

The CRM header needs to be configurable: * Change Color * Change Icon * Display Warning Message (required for some systems by federal policy) * Have a way to display Alerts * Ideally have a way of forcing users to acknowledge an alert per session or once before using CRM would be beneficial. Any strides that can be made towards allowing custom headers or a configurable header would be extremely helpful. If we could put a custom header on CRM it would be very helpful.

D365Ideas_Admin · ‎02-04-2019

We have several custom views set for Accounts (and other entities). With the recent update, the inital format will show the records only for the filter defined in the custom view. However, when you search using the search field, it ignores the filters. Prior to Update 12 the filters would remain in tact and the search would be against those records only. We understand that there were complaints towards the amount of time it was taknig for search to return results, however the problem was not fixed, it was just moved to the user. Our users use the Outlook client (not the Web version) for the very fact that the filter/search options in the Web client are very limited. A user that is only looking at their assigned accounts, does not want to look at everyones once they key in one word. The complaints you received were weighted heavier than those in favor of this functionaility. My users are now taking more time and effort to look up records than ever before. Complaint level has risen 50 fold just due to this one change. There needs to be some type of option or correction, because this single change has made customer saved and personal views pointless. We will have to have literally thousands of custom views to change help gets us back to where we were. I'm really struggling to understand how this evern makes logical sense to even a programmer. At minimum auto remove the filter, becasue it still shows. Again it does not appear you fixed a problem you just removed the problem. . .fixing would allow the search field to be used with the filters and not be slow. If there is some type of code we can put in please advise. Also, I have yet to find this in any documentation that this was going in this Update.

D365Ideas_Admin · ‎02-04-2019

The back button does not work correctly when pressed in a CRM 2013 form X which has embedded HTML web resources. Instead of "unloading" the whole page and returning to the preceding page, only the embedded web resource is unloaded. If the back button is pressed one more time then the preceding page will be displayed (assuming that form X only contains exactly one embedded HTML web resource). Obviously embedded HTML web resources are added to the browser history. This behavior can be observed for very simple embedded HTML web resources consiting of static text only.

D365Ideas_Admin · ‎02-04-2019

I am in an office of all PC users and currently run one of 2 Macs in the office. I need to be able to manage work flow within CRM and can not find a solution other that having a second computer which is ridiculous. Out of all the browsers out there, Firefox, Safari, Opera, IE for Mac, Chrome... nothing works. The IE tab plugins are not compatible either. I have the full Microsoft Office Suite loaded including Outlook but there is not way to enter a URL into the Mac version. PLEASE FIX. It seems wrong that I could run Word, Excel and Outlook seamlessly but I can't use CRM. I can't be the only one sitting in a 600+ person company that uses a Mac and needs to be cross compatible. Mac or PC doesn't matter, I consider myself bilingual but for now I sit in front of a Mac at work.

DavidYack · ‎02-04-2019

Provide an out of the box experience for handling 80% of the common changes required by every project to Site Map and Command Bar without requiring editing XML or using a 3rd party tool

D365Ideas_Admin · ‎02-04-2019

Current situation In MS Outlook or other Mail-Clients it is possible to paste images from the clipboard directly into outgoing e-mails (html format). The recipients directly see the images in the text flow at the right place and without additional activities regarding opening attachments. MS Dynamics CRM does not support pasting images in outgoing e-mails. Expected situation MS Dynamics CRM should provide the functionality to paste images to outgoing e-mails that is available in many applications. This would increase efficiency and productivity of the users working with the system, and present the content of e-mail to the recipients in the optimal way. For the sender it is much easier and faster to attach the image to the e-mail by pasting it with one shortcut instead of upload with multiple clicks and folder/file selection steps, and the error probability to forget attaching a file or select the wrong one is decreased. Therefore the complexity of usage of the system and the usability at all is much higher for the agents. Additional advantages are on the recipients (customer) side of the e-mails, because the images are directly visible at the right place in the text flow (instead of an unstructured list of attachments) and they do not need to open each attachment individually – opening without relation to the right context. Images in the text flow are expected by customers, make it easier to read and understand the content, and finally increase the customer satisfaction. From a productivity perspective on the senders side a lot of effort of agents can be saved: Proposed Functionality: Functionality to paste (CTRL+V or “Paste” in right mouse button menu) an image from the clipboard (similar to formatted text) into the body of outgoing e-mails (or preferred in general into every field that is able to use formatting).

Share your ideas and vote for future features

Allow NOT IN searches in advanced find, marketing lists etc

Field labels should wrap, not fade

Multiselect Picklist

UI Tool for modifying Ribbons while customizing entity form

CRM needs rich text / image / content editing capability Overall - in Notes, K/B Articles, etc

CRM 2013 Form - +New button behavior

Improve functionality of views

Save publish & close while customizing

Change default value from 0:00 to 8:00 in Date/Time attributes

Provide Editable grid with bulk edit functionality

Forms based on type (or other attribute) instead of security role

Add a Checkbox to have Quick Find Search the Current View Instead of All Active Records

CRM 2013 - ability to set field value to NULL in Business Rules

Officially Support CRM 2011 on Internet Explorer 11 (IE11)

Make the Header Configurable

FILTERS ARE IGNORED ON CUSTOM (PERSONAL AND SAVED) VIEWS WHEN USING SEARCH

CRM 2013: Back button problem at froms with embedded web resources

Please make CRM run on a Mac

Simple Built-In Editor for Navigation and Command Bar

MS Dynamics CRM does not support pasting images in outgoing e-mails

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