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 be able to generate an XML document from a CRM record
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Need to be able to generate an XML document from a CRM record -
Ability to generate a HTML list from an EntityCollection
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Ability to generate a HTML list from an EntityCollection -
Ability to generate a HTML table from an EntityCollection
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Ability to generate a HTML table from an EntityCollection -
Add support to move items from one Queue to another
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Add support to move items from one Queue to another -
Add support to add items to a Queue
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Add support to add items to a Queue -
New formula to fetch user teams
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As we have the GetUserRoles(‘userid’) formula it would be nice to have the one for teams like: GetUserTeams(‘userid’). -
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
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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 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.