dynamics crm 2015-2016 online & on-premise Opportunity form Insert web resource bug
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I see there is issue while inserting web resource into Opportunity form as shown below. I added one web resource "CustomerNO" into Opportunity Form Summary tab under Currency fie...
Dialog with create step duplicating records if user selects previous and then next again
A dialog with a create record step can cause duplicates if the user selects next, selects previous button, and then next again.
This issue was raised in a previous connect request -- https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/794490
Disabling previous button...
Deleted Record Information should be available in CRM Online
When we delete any contact from CRM Online, the record once deleted cannot retrieved unless we have a restore done or a backup provided which has the contact information.
CRM Online should have a recycle bin like functionality which gathers all the deleted records and stores it.
In ...
Custom "WebpageHTML" , is not shown on Create form on CRm App for tablets
Issue
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Custom "WebpageHTML" , is not shown on Create form on CRm App for tablets
Repro Steps
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1. Create a sample custom "WebpageHTML" display on Task form
2. Configure CRM App for tablet
3. Create new Task
4. On Create Form we do no...
Enhance Entitlements to allow 1 entitlement to be shared by multiple Accounts
Enhance Entitlements to allow 1 entitlement to be shared by multiple Accounts.
This would allow for scenarios where a Head Office has subsidiary Offices, but any of the associated offices can draw down from the allocations for 1 Entitlement (that was established by the Head Office...
Custom Activities - Outlook
Are there any plans to sync custom activities to Outlook. Many clients have requested this and hope this will be included in the future release.
Drag and drop functionality for creating a view
When creating a View for an Entity, it would be much easier to have drag and drop functionality.
For adding columns, you would just need to drag and drop the fields from the list and there would be no hassle.
Also, for configure sorting, we only have choices of either ascend...
Edit any related record from Subgrid of the form
When we create a subgrid to add any record of the related entity, it should be possible to edit that record from the subgrid, and also the changes should be reflected into the original record.
For example, if Quote Entity has a default subgrid for Product records, it should be possi...
Dropdown Fields - Visible Values
Would be nice if dropdown fields had a visible option per item. Sometime certain drop down fields we have, start growing,with items, and older items don't get used anymore but still need to be around. Microsoft forces you to see all the items in the dropdown field vs allowing you to customize ...
Duplicate Contact records created when Synchronizing CRM with Outlook.
Post installing and configuring CRM client for Outlook
Contacts that already exist in Outlook are duplicated when same contacts are sync from CRM to Outlook
This is because the Duplicate detection rule does not work when records are sync from CRM to Outlook.
The workaround is...