Please provide your ideas for future Business Process Activities product enhancements. The most voted for ideas will become priority items to be implemented into a future product release.
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Need to sort field list alphabetically for Clientside source fields
Suggested by – Completed – 0 Comments
Need to sort field list alphabetically for Clientside source fields -
Add the Currency Entity as a supported entity
Suggested by – Completed – 0 Comments
Currently while N52 has a web function to update foreign currency exchange rates from a third party source, it can not act directly on the CRM Currency entity to update the system exchange rate. It would be nice to be able to use N52 functions and schedules to maintain exchange rates. -
Move attachments to a different storage system like SharePoint
Suggested by – Completed – 0 Comments
To reduce CRM storage requirements (and cost for online) it would be great if we could move attachments from CRM to an alternative storage system like SharePoint. We could then replace the attachment with a note linking to the new storage location -
Add option to refresh current form after dialog execution
Suggested by – Rejected – 0 Comments
Dialogs are useful when launched in the context of an open form. The dialog will ask questions to get values will populate the record. Would be good to have the ability to refresh the current form after the dialog has executed. -
Add ability to automatically assign security roles to new users
Suggested by – Completed – 0 Comments
When a new user gets created give the ability to assign a security role automatically. -
A formula to auto create folders in sharepoint on given entities..
Suggested by – Completed – 0 Comments
As the standard "sharepoint integration" request the user to manualy create a folder i miss the auto creation of folderstruktures.. (And if possible cusom structues. Hate prefix then using "based on") (even better with libararies and sites) This could be used in senarios where using sharepoint 3.parties insted of standard "iframe look" from Microsoft. Like OnePlaceMail addon.. Then sharepoint usage where not depentent on users remembering creating folders in sp from crm -
Add ability to change the current form of an entity.
Suggested by – Completed – 0 Comments
Provide a function which allows you to pass in which form you want to display to a user. -
GUID Creation
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It would be nice to have a function to creation of GUID's -
Allow multiple Script functions to be executed based on a single event or trigger.
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For example, ShowFields(), EnableFields(). -
Switch Business Processes
Suggested by – Completed – 0 Comments
One of the things that a user can choose to do is switch which Business Process flow they want to guide them, based on some business decision. Right now, the only way to do that is to have the user know to manually go into the Command Bar and change the Business Process flow being used. A great Formula would be the ability to control the Business Process that is being used based on data available within the Entity.