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Posts tagged ‘Change requests’

12
Apr

Dynamics CRM “5” change requests

I would like to introduce my personal list (neither short nor long, it will depend on my verbosity  ) of changes I would to see in the future release of Microsoft CRM, codenamed “5” (MICROSOFT DO YOU HEAR ME?):

  • Ability to export and save in a readable format (XML, CSV, Excel, whatever) the list of subjects: it’s a real ‘p-i-t-a’ to recreate the whole list every time you create a new environment!
  • Ability to customize the relationship entity: one of my client has this kind of scenario (see below), where a contact can have multiple roles in multiple accounts with different emails or phone numbers, depending on the relationship with the account

image 

  • Ability to define attribute-security levels: clients are always asking for this security level! They always have one or more fields that can’t be read by “normal” users
  • Ability to create a case from a task: why isn’t possible out-of-the-box (you can do it from phone calls & emails)? Imagine a scenario where you are working in a call-center: if you need to escalate a call, you *could* create a task to tell you colleagues what to do to resolve an incident, therefore the task should be converted to a case (yes, I know you could do it with a workflow rule ;-) )
  • Ability to change the user’s business unit by just selecting it in the lookup and not by having to go in the menu!
  • Ability to configure the SMTP server like in Microsoft Dynamics CRM 3!
  • Ability to upload & include pictures in Knowledge Base articles
  • TbC