Recently few of our customer and CRM user’s reports few issues/enhancement requested which I have posted them on Microsoft Connect Web site at https://connect.microsoft.com/dynamicssuggestions/Feedback
Following details regarding them and if you feel they need to be address please vote for them as Important on relevant feedback link provide below.
Feedback 1: CRM 2011 Outlook client Views are not sorted alphabetically
CRM 2011 Outlook client Views are not sorted alphabetically while IE views are sorted alphabetically. For example below screen print shows CRM 2011 IE Views sorted alphabetically working okay.
While CRM 2011 Outlook Views are seems to be sorted on created on date rather than alphabetically which is problematic if users got more than 10 views.
If you agree with me that outlook views should be sorted alphabetically then please Vote for this on the following page (Note: – you need to login with your Window Live/Hotmail account for the same)
Feedback 2: Green Refresh button is missing on outlook client view.
If user want to refresh outlook client view then user have to View tab and then hit refresh button, it is just un-necessary one more click and also this behaviour is not same as IE version. In IE version we have got this green button in all views.
Of course we can do workaround to have Views -> Refresh button added in Quick Access toolbar as workaround but ideally it would be better if both integration works the same way.
For more information regarding this please refer following blog articles.
http://mscrmonline.wordpress.com/2011/07/24/how-to-refresh-a-microsoft-crm-2011-outlook-client-view/
http://www.dowawado.com/2012/02/08/crm-2011-how-to-refresh-a-view-in-the-outlook-client/
You can vote for this feedback here
Feedback 3: CRM 2011 View Selector not filtering custom views, only filters system views in Dashboard.
If user create new dashboard and adds list component and wants to view certain views only as shows in below screen print.
So we want system to display only selected one view in this example but when user checks out list it displays all the views as shown below so we want this feature to be corrected.
If you agree with me that above feature needs to be corrected then please Vote for this on the following page.
Cheers,
MayankP
MayankP's Blog 