Adding quote lines
I realized after the new update that the ability to create new quote lines from the command bar was deprecated. Lots of clients love this feature so they don't have to go all the way back to the quote and add a quote line from there. They like to be able to create another quote line from the quot...
Wave 2 Card Scanner: Add address fields to AI logic
When scanning business cards have it analyze the address fields. Currently this is not working and I have created an SR but the support team thinks this is currently not in scope for the product.
Quote line Write In option not working as expected
After having added a quote line using a write in product, the product description does not appear when producing a print out using either the standard supplied template or any custom one. Whilst any quote line added using products predefined in product and price lists do appear. The XML field nam...
Email engagement is changing the CRM URL's to open records
We have an email template where it is included CRM URL's record to oppen the record once the recepient receive the email (the business process is approve one quote). https://crmtipsbyprm.wordpress.com/2015/10/28/add-record-url-in-email-template-dynamics-crm/ When email engagement is enable the...
Power BI Chart Integration
Difference between standard and unified interface with open link
When trying to open a searched record in Contacts using the Open link in New Tab on the Unified Interface, instead of opening the record in a new tab, it takes you back to the Contacts view. However, on the standard interface it works correctly
Improve drill-down functionality in UI for Dynamics - same as in classic web-interface
When drilling down from a view in an entity, with help of charts, it was much easier and smoother before with the classig interface. Now there are twice as many clicks for drilling and useless to work with. Please try to change it back to the same functionality like before.
Search Box Functionality in all directions
Business wants to search the "Account name" with multiple strings names by using OOB functionally given by the system. This feature makes business a user friendly environment and easy to find particular accounts out of similar name types. This feature wants to enable for all entities. They are...
Check AND Merge function for the Outlook Add-In for Dynamics CRM 365
Hi, we are missing the function to merge new profiles directly via the Outlook Add-in for Dynamics CRM 365. Currently there is a hint for the user when he is adding a new Profile which will be a duplicate but currently no way to merge at this step. Solution as of Microsoft Support is to create...
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Gender Neutral CE
The Marketing List Advanced find dialog lists Equals Current User or his Reporting Hierarchy. Lets make 'his' gender neutral
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