Document Subgrid of grandchild entity
Instead of creating a QuickView Form for the middle entity with a subgrid of related documents in that form, we can create a view in the sharepoint document entity as a public view with a filter of "Path contains 'middle entity folder name in sharepoint' (for ex. abc_middleEntity)"
User interface hangs when deactivating a record already inactive if it has a child record
If a user clicks on 'Deactivate' option on a record that is already inactive and if it has a child record then the application hangs until the user clicks on refresh to get control back.
Dynamics 365 Customer Engagement
Pin
Pin-> Set default view To set a default view, select "Default setting" at the end of the list. If the list is long it is not friendly In the past the pin was at the end of each view- suggest returning it.
Active Saved Views
I often create custom Saved Views for others in the organization. I document what the request/view was created for in the Description of the view. It would be very helpful to see the Description column included in the Active Saved Views view for housekeeping purposes. As it is, it's not uncommon ...
TitanX processors, phone, laptop, and desktop
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Format bar in the email should be on the top of the mail
Hello,
Imagine you are replying a mail with long correspondence but we need to change a format of the font, size or color and then you need to scroll down to bottom of 10 emails just change the format. This is time consuming and too difficult.
Kindly put the format bar...
Information about the Table name that stores the portal users data in the Microsoft Dynamics CRM portals
We need the Information about the table or entity name where we can see the data of the D365 CRM portal, like the number of login users for a particular time, external or internal users, user session timing, page load time of each user, and browser information.
Consider to replace Truncate table in CRM CU using Delete instead
Hi There,
We ran into an issue when patching our CE v9. A table couldn't be truncated due to cdc-enabled. See error message below.
"Microsoft.Crm.CrmException: Error in Action: Bin\Microsoft.Crm.Setup.DiffBuilder.dll:UpdateMetadataForMetadata on attempt 3. System.Reflect...
Cross to delete a product owner not visible
It is not possible to modify the owner inside a product sheet, because the cross it is not visible. The issue started about a month ago when Dynamics 365 was updated last time.
No error message, the problem is just that we cannot find the cross to delete an owner in order to int...
Request in Dynamics 365 to allow auditing users viewing of entities, viewing dashboards, performing searches and other read only actions in the system
Hello Team, We would like to request additional auditing capability in Dynamics 365 Customer Engagement to allow auditing of user viewing entities, viewing dashboards, performing searches and other read only actions in the system. From a governance and security perspective it is vital to know who...