while clicking on (+) sign in look up of Potential customer field in opportunity entity, quick create form of contact is getting opened.
while clicking on (+) sign in look up of Potential customer field in opportunity entity, quick create form of contact is getting opened.
Concern:
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Needs to have account quick create form while clicked on (+) sign in potential customer field.
And if we click on ...
Feature to specify Custom Activity entity as destinations for Activity entity conversions
Currently, Activity entity is only converted to specific entities such as Case and Opportunitiy.
In addition, Custom Activity entity is not eligible for conversion.
If the feature to allow Custom Activity entity to be specified as conversion targets for Activity entity is fixed, we...
Feature to change records created from custom Activity Entitiey to record types eligible for App for Outlook integration
Currently, records of custom Activity entity are registered on the Default Activity entity as "Custom Activity" of type.
Therefore, these records cannot link to App for Outlook.
If the to change records created from custom Activity entity to record types eligible for App for Outlo...
Provide consistent user experience by providing "Document" functionality inside main forms for entities
To provide a consistent user experience, please provide the ability to put the "Documents" functionality on the Main form for entities that are configured to store documents on Sharepoint Online/Azure. Right now it is out of their normal process to click on the down arrow next to the record nam...
Hiding Unused Activity Type On Activities filter
Since this was a OOB field and hence cannot be customized.
we couldn’t hide/remove those Activities Type as they are not usual views, they are part of System tailored Activity entity family (Activity, Activity Pointer, Activity Party, Custom Activity types, etc).
I would like to re...
Ability to change the entities that can be looked up in the "Regarding" field for each active entity
I think it would be useful to have the ability to look up entities in the "Regarding" field of each Activity entity (Task, Call, etc.) without any code development work. For example, a task entity refers to the ability to reference only contacts, and a Call entity refers to the ability to referen...
Function that can be linked to cases without "transfer" work
In the simple creation form of each activity, if you overwrite and save the record, a menu will be displayed where you can select case or opportunity as the conversion destination. If you select each, you will see something like a confirmation dialog before transfer. If you do not need to enter a...
Hi,
Thank you for the submission. The status of this idea has been updated to 'Needs Votes' to provide an opportunity for other customers to review & upvote for this idea.
Thanks,
Revathi Sankar
PM, D365 Sales
resankar@microsoft.com
Support Xrm.Page.getControl().addOnKeyPress() on Address entity form
The CRM 2016 SDK contains an example of creating an autocomplete field using the addOnKeyPress method. This is not working for the Address entity main form. It would be very useful to have this new method supported for the Address entity form like it is for other entities.
Under Review
Duplicate detection rule on any entity in CRM is not recognizing any currency type field except the default currency.
While creating Duplicate detection rule on any entity in CRM 2013, you are not able to find the custom currency type field in the dropdown list except the default currency field.
For Example : On Opportunity entity, we do have other OOB currency data type fields i.e. Estimated...
Thanks for the feedback. In the current 2016 release, settings for Duplicate detection rules have changed. In the rules settings, there is only field, criteria, and number of characters to match. Currency type value options (or any value options) are not displayed for selection. Regardless of currency type, duplicate detection should be able to detect possible duplicates on currency.
Evelyn Tay
PM, Microsoft
In CRM, for those who are not allowed to use autodial via lync or Skype, should have option for none in userprofile so clicking phone does not waste time
We are not allowed to use skype or Lync. We manual dial. Thus if I want to edit phone for example, often starts to autodial then fails, then wastes time. Please add in use profile third button for none, so no time is wasted by users who do not have autodial. This should be very minor fix f...
Administrator
Under Review