See the latest list of enhancements that have been deployed to CRM Dynamics. Each month the CRM team deploys enhancements and bug fixes.
Enhancements
CRM enhancements can be new features that have become available in CRM Dynamics or change requests received from current users. Change requests could be development of a new solution or updates to current functionality. The CRM category is applied to the area of CRM that it relates to for example: Case Management so you know where it has been applied.
Bug Fixes
A bug fix could be from Microsoft that we need to deploy to fix a known issue or it could be an issue from a custom solution that was developed.
| Issue Type | CRM Category | Short Description |
| Enhancement | BDM | Remove Send to BDM Notification for Special Considerations |
| Enhancement | Case Management | Locking the Activity Alert Field |
| Enhancement | Case Management | New Case Categories Tier 3 for Faculty Courses Team |
| Enhancement | BDM | Lock and Default Send to BDM to Yes for Counselling Team |
| Enhancement | Enhanced Data | Provisioning credit subjects in Dynamics – ability to see data in CRM |
| Enhancement | Case Management | Add an Additional Status Reason on STEPS for Disability Team |
| Enhancement | Portal Forms | Updates to the Disability Registration form attributes |
| Enhancement | New Team Implementation | CSU Global Team Implementation |
| Enhancement | Enhanced Data | Update Proposed Enrolment Tab to enhance filter options and displayed items |
| Enhancement | Request Management | Introduce Notification step into ROG Request |
| Enhancement | Request Management | Introduce Notification step into ROM Request |
| Enhancement | New Team Implementation | Create Teams for Safe & Fair Communities |
| Enhancement | Request Management | Update Request routing rules for Safe & Fair Communities student appeals |
| Enhancement | Request Management | Apply the function to all Return to Previous stakeholder for Misconduct |
| Bug | BDM | Include term code on Misconduct BDM Interactions |
| Enhancement | Portal Forms | Multiple content changes for Misconduct Appeals submission form |
| Enhancement | Request Management | Re-Design WD grade notification process workflow for Misconducts |
| Enhancement | Email Management | Enforce Case Creation for outgoing emails – if the regarding field is blank the send button is hidden. An alert is displayed on the form indicating that the Regarding field is blank or is a contact. The alert is dynamic and will change if a contact is added or removed in the Regarding field. |
| Enhancement | Enhanced Data | Populate Credit Subjects to Check Transcript Tab |
| Enhancement | Enhanced Data | Update workflow criteria to Program Enrolment – used to ADD records to marketing lists when criteria matches |
| Bug | BDM | BDM Document Creation Error – improve BDM workflow to include a re-try process for BDM transactions |
| Enhancement | Contact Management | Clear Alternative Email when Contacts are merged |
| Enhancement | Contact Management | Update alert message displayed on Policing students |
| Enhancement | Email Management | Re-Design Bounced Email Address Action Workflow |
| Enhancement | BDM | Improvements to BDM Integration/Processes |
| Enhancement | Case Management | Customize timeline options across all entities to ensure all options are available in a consistent way |
| Enhancement | Appointments | Updates to Book Appointment button from the contact record in CRM. Included new tool tips and removed redundant services |
| Enhancement | Case Management | Update SME routing table for WPL Teams |
| Enhancement | Portal Forms | Sitefinity Portal Connector Multi-Domain Add-on – new portal forms connector |
| Enhancement | Knowledge Base | Add new category to KB to support new Academic Progress Policy solution |
| Bug | KBA | API connection from our Website to Dynamics (via Azure) which retrieves KB article details and it is failing. |
| Enhancement | Request Management | Automatically update notification preferences for all academic staff when added into the CRM |
| Bug | BDM | Update BDM file names for Misconduct BDM transactions |
| Enhancement | Portal Forms | Update CRM Contact Form for Applications and Admissions enquiries to DFS as owning team |
| Bug | User Permissions | Updated permissions to allow Disability staff to view Equipment List – Disability team only |
| New Solution | Contact Management | Duplicate Detection Software enabled for enhanced duplicate detection |
| New Solution | Events | Enabled tracking of Sessions within Events for Events created in Cvent |
| Enhancement | Request Management | Enhancements to Show Cause against Exclusion including Enrolment statsus and new stakeholder workflow |
| Enhancement | Email Management | Misconduct team: Update Email Form functionality for Misconduct records to ensure that when you reply to an email the To field will populate with the name of the person who sent to the original email. |
| Enhancement | Case Management | Update to case categories for Future Students enquiry management |
| Enhancement | Data Enhancement | Credited subjects have been added to the Contact Courses & Subjects Tab |
| Enhancement | Case Management | Entity timelines are now sorted by created date, and auto-posts have been suppressed for Current Student Cases & Contacts |
| Enhancement | Request Management | Updates to the Late Add of Subject (Pre-Census) workflow have been deployed |
