9

While loading/opening an invoice record for the CRM 2016 SP 2 (8.2.1.176) the product records in the Product subgrid gets refreshed once displaying the message: "Loading records..."and then displays the complete list.

After you open an invoice record, the product Subgrid refreshes twice and gives a message: "Loading records"

Repro steps:

- Login to CRM organization
- Goto Sales > Invoices
- Open an existing invoice record with the product records in the sub grid
- The product...

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Category: Account, Contact, Calendar and Activity Management (706)

STATUS DETAILS
Declined
9

Need Autonumbering in CRM

Need Autonumbering in CRM

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1 Comments

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Category: Account, Contact, Calendar and Activity Management (706)

STATUS DETAILS
Declined
9

Inside the Social Pane of a case record , you see the list ok Activities along with the last modified date (Today, Yesterday, [Date]). Instead of this you would like to see the (Created By and Create

Inside the Social Pane of a case record , you see the list ok Activities along with the last modified date (Today, Yesterday, [Date]). Instead of this we would like to see the (Created By and Created On date).

We need to be able to Customize the Social pane.

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0 Comments

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Category: Account, Contact, Calendar and Activity Management (706)

STATUS DETAILS
Declined
9

Scroll bars on Mac Safari disappear in controls & forms

Hi, scroll bars are disappearing in Mac Safari.
Users are getting stuck and not able to navigate around the form or within controls e.g. time selection.

Screenshots attached
Safari - Contact
Safari - Organisation
Safari - Case
IE - Quick Campaign
Safari - Quick Campaig...

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Category: Account, Contact, Calendar and Activity Management (706)

STATUS DETAILS
Declined
9

Enable Business Process Flows for JScript API and Webressources

The BPF looks great, but almost in every use case I have a knock-out criteria, because the user Needs an additional logic based on JScript or just a web ressource to display Icons or helping text.


So it would be great if we could also add a webresource to the WPF Step and if we had ...

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Category: Account, Contact, Calendar and Activity Management (706)

STATUS DETAILS
Declined
9

Field Level Security for fields on Business Process Flow

We've observed that if you apply field level security on fields that are marked as Required on Business Process Flows, users who don't have Edit privileges to those fields are no longer required to update those fields before being able to progress a record to the next stage. In short, field le...

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2 Comments

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Category: Account, Contact, Calendar and Activity Management (706)

STATUS DETAILS
Declined
8

Enable activities for Goal entity

Enabling activities for Goal entity could provide usefull information about goal progress and help users to track it and oversee it better.

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Category: Account, Contact, Calendar and Activity Management (706)

STATUS DETAILS
New
8

Related Activities Toggle - Provide option to set default as off

in Dynamics CE Sales.....


When you choose an account record and click on Activities


You will see a list of activities in the grid. Above the grid there is a toggle switch that is labeled Include Related. It defaults to On


Please have a method...

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Category: Account, Contact, Calendar and Activity Management (706)

STATUS DETAILS
New
8

Ability to increase the text size of popups

The text in the popup when mouseovering a value in the subgrid is small.

The current font size is the default design and cannot be increased.

Larger font sizes are more user-friendly and easier to read.

The popup text is small and would like it to be enlarged.

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Category: Account, Contact, Calendar and Activity Management (706)

STATUS DETAILS
New
8

Remove cancelled appointment by external organizers with server-side sync

When an external appointment is tracked in Dynamics and the appointment gets cancelled, the appointment is removed from Outlook but not from Dynamics. There is no indication in Dynamics that the external appointment is cancelled. This is confusing.

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0 Comments

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Category: Account, Contact, Calendar and Activity Management (706)

STATUS DETAILS
Needs Votes