send authenticated links to Advanced Find views without "sharing" first
This same issue happens a lot:
1. I share an Advanced Find view and send the link to someone on my team.
2. They forward the link to someone else
3. But, when the second user clicks the link they get "Access Is Denied."
Since the account information in CRM is viewable...
Add borders to the reports
The customer wants to add borders to the reports.
It would be very useful function for most of the companies.
Can't select a default Dashboard when in Service or Marketing - only in Sales
Why is there only the option to set a default Dashboard when working in Sales? The same option should be available in Service or Marketing also.
Enable to customize "Create Order" window
In Quotes form, there is a "CREATE ORDER" button. If you click this, "Create Order" window will be displayed. You can't edit this window.
Some customers want to set "Don`t update opportunity" as default. So "Create Order" window should be editable.
Reactivate a child product once retired
Once a child product is retired, we can either delete the product(if the product does not have an association) or clone the product, this is a by design feature. The only workaround to reactivate such child product is to make changes in the database, If we could reactivate the child product fr...
New export to excel function horrific
The new export to excel update in dynamics has made it much harder to use. You can no longer mix spreadsheets since you get an error that says: "That command cannot be used on multiple locations". There are 3 hidden unnecessary columns that were added that are coded, you cannot do anything wit...
Merge User Team access records through a Sub Grid on different Marketing lists records
- Go to Settings -> Customizations -> Customize the System
- Open the Entities drop down -> select Marketing Lists -> In the main window search for the check box which says "Access Teams" and select it.
- Now go to Settings -> Security -> "Access Team Tem
Data exported from CRM displays two different format from marketing list and other records (contacts, accounts, leads or opportunities)
-Navigate to MSCRM->Sales->Contacts
-Click on Export to Excel
-File gets downloaded, open the file and it opens in Excel table format with white and blue lines
-Navigate to MSCRM->Sales-Marketing list
-Click on associated view and select Marketing list me
Disappearing Logic Label for Saved Filters
This issue is a little difficult to describe but is extremely important to us. I will try to explain steps on how to reproduce it
1. Open Outlook and go to CRM section
2. Go for example to Customers -] Accounts (the same issue is with other entities as well)
3...
Recycle option in the CRM
As soon as the records are been deleted from the CRM their should be an option available similar to the recycle bin so that if in-case a user or an administrator wants to get the deleted data back they can simply check it and get the data back. Also their are possibilities that the data is bee...