SharePoint Integration: Please add an indicator on a CRM record if there is any document related to the record
In SharePoint integration scenario, we could not quickly see whether a CRM record has any document in SharePoint. It would be a better user experience if the user could see a quick indicator (e.g: clipboard symbol) on the record that has any document in SharePoint
An Email from the outlook once tracked in the CRM should show the date on which the email is received in the outlook rather than the date on which the email is tracked.
Issue: The user "Rex Lee" stated that he is having older emails in his outlook and now he is trying to track it from the outlook, therefore it is showing the date in the CRM on which the email is tracked from the outlook for the CRM org: https://pyramidimaging.crm.dynamics.com
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Password change policy disconnects CRM Outlook
Our company has a policy that users must change their passwords every 90 days. When the password expires the CRM Outlook client prompts the user to sign-in. User then adds the expired password and a message is shown that user or password is not recognised. CRM Outlook client doesn't prompt for...
In CRM, for those who do not want to use autodial via lync or Skype, should have an option to disable the feature completely via System Settings
Users who do not wish to use either Skype or Lync to make calls directly from CRM, but instead want to integrate a third party application in order to make calls should have an option to disable these options.
That is we should have an option 'None' in the System Settings to disable the 'S...
Ability to automatically enable emailbox by CRM itself
When emailbox has been disabled, it would be a lot more valuable for all users if CRM could automatically enables the emailbox again.
Instead of just displaying an error alert which if not signed in we won't be able to notice, and the owner of mailbox needs to manually click an 'enable' ...
Dynamics CRM is unable to handle PKI encrypted emails (.p7m) in web client
In our project a x% of emails are sent encrypted by public authorities.
We do not use Outlook client and the emails are routed directly to CRM as email activities. We then figured out that any encrypted email lands as an email activity with an attachment (.p7m). It is not possible to op...
All clients using Chrome and CRM with SharePoint integration are not abe able to add new documents through the list component
Issue:
Users need to access CRM through Chrome browser.
They have SharePoint Integration.
When accessing the Documents associated with the record and clicking on the menu New > Document or New > Folder they have a pop up error and the actual window doesn't open.
Environment...
To add a function to set up time zone after syncing an appointment to Outlook from CRM.
When an appointment was SYNC to Outlook from CRM, date and time is set to UTC which makes it inconvinient for Japan users (UTC+9).
"Open in Excel Online" does not honor format settings, corrupts data during import
In CRM 2015 Online Update 1 when the user clicks "Export to Excel - Open in Excel Online", the contents of the CRM records view is not shown in the same format as specified in the CRM user's format settings. Instead the Excel Online window always uses the US format. Changing the user settings ...
Looping Emails from Auto Replies (SSS) - identify case auto reply as an autoresponse
Looping Emails from Auto Replies (SSS)
This is to do with case creation rules sending out an auto reply. We can trigger an infinite loop of auto responses if we mail someone who has an auto reply rule set on their side too.
-Incoming email for a contact-------> Arrives in th...