Dynamics CRM Online ?????????????
Dynamics CRM Online ????????????????????????????????????????????
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Ability to edit relationship to allow "Add Existing" Contact/Case function in Account and Incident Entities
Customer is looking for the ability to search and select existing contacts and add them to the sub grid within the Account Entity. Currently the system just opens the quick create form when the customer clicks +. Workaround solution to change the out of the box relationship account_primary_con...
Address entity Form not upgraded to CRM 2013 User Interface
-Login to CRM organization.
-Navigate to Settings-->Customizations-->Customize the system-->Expand the Entity-->Expand Account-->Forms-->Navigation-->Add the ADDRESSES entity-->Save-->Publish all customization.
-Create a Account record.
-Save it.
-Go to r
MVP Bug: CRM for Tablets requires quick create be enabled for system entities
If you disable quick create on standard system entities in CRM 2013 SP1, you will intermittently receive the following error when creating records:
"Sorry, something went wrong. Please try again, or restart the app. Error Code: 0X0."
Microsoft support confirmed that this is due to q...
In Social pane tab of any entity the quick create form of Phone activity is displayed but user needs the main information form of the Phone Activity should be displayed.
In Social pane tab of any entity the quick create form of Phone activity is displayed but the main information form of the Phone Activity should be displayed instead of Quick Create
Standard Date Fields in Opportunities - format as Date (not Date/Time)
For the Close Date field in particular, having the date and time on the field creates an issue for closing quarters or our fiscal year as we are a global company. The date and time will be the date and time of the server, but someone who is in a time zone in Europe who closes something today ...
unable to add a Competitor record in Associated View on Opportunity records
We added competitor associated view on the opportunity form and now from the opportunity associated view we are not able to add a competitor to the opportunity record.
We can add the competitor record from the sub grid in opportunity form and that shows up in the associated view but it is...
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Unable to set any value to Address composite field programmatically
Customer has a requirement to set the value to Address field programmatically based on some business logic and then set it to read only. We noticed that the Script to set values & making them read only works for all the field but Address. It has been observed that when we save the record (once...
Related Entity/Subgrid records not showing correctly
We have created a custom 1:N relationship between Account N Contact. When user is clicking on the icon "Show Associated Record" for the Contact Subgrid, records are visible correctly in the Associated view screen. This is reproducible in vanilla environment.
Observation
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