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CRM app for outlook and outlook client both should have some setting in which user can make the changes ,Even if we disable the App for outlook in OWA it should enable in outlook client vice versa.


Note: IN Product version 2016 is not listed hence selecting the latest one that is 2015

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we have a client that when they sign into the app in outlook it pops it up in a new window but never resolves.

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It would be helpful for business rule to add a type of regular expressions to compare a field value with reg-ex

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This is a very minor change so that Jobs moves one tiny step into Warehousing.
You have activated the long dormant 'Bin Code' field on the Job Planning Line. It now looks up to Bin Contents and defaults to the standard (Fixed Bin/Last Bin used) logic.

The data then defaults onto the Job Journal Line when you create a Job Journal from the JPL. The Bin Code field has always been on the Job Journal Line, so basically you are just allowing the user to specify it on the JPL earlier in the process.

It errors if you put a directed put-away and pick Location (WHITE) in the Location field so that is good.

It also errors when you try and post a Job Journal where the stock in the Bin you have specified is already allocated to an Inventory pick which is vital.

I'm not sure how much use this functionality is for a Location that is also using Inv Picks and Puts: It will work and you won't get errors but if you keyed the Item line onto the JPL weeks ago then the data is probably long out of date.
The only way it could be used was if the user did the following as one transaction:
1. Update Bin Code on JPL (Checking for a Bin with Available stock).
2. Create Job Journal
3. Post Job Journal

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An alternative to the above would be to grant the ability to edit Period Type against Worker Periods. This would allow an administrator to define the active period type by calendar period. This could then be used as part of the missing timesheet report to define which worker periods are valid for the period calendar.
The above would support the ability to update a worker into period types where timesheets are required vs periods where no timesheets required.

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Note: In addition to potential conventional integration with Amelia ISV. potential power automate or power apps.

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You have take into account the following.

You have a variable plan enrollment. There you register for which variable plan someone is enrolled.

Plan awards holds the amount paid based on a plan enrollment. The payment is always on a date, so you are able to send it to payroll.

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This really needs addressing urgently as it's always been a "standard" DEV for all resellers to have to modify the RDLC report otherwise customers with many transactions would have Pages and Pages of Statement to try and wade through. Let's save the trees please Microsoft and have a switch for "Open transactions only"

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Validation of numeric values and totals

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When creating Appointments, if you include record that has email address for the Required Attendees and Optional Attendees, CRM will send request through emails.

Whichever you have Server-Side Synchronization, or Outlook Client, it would be very useful for users to have control over sending emails to attendees.

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