Along some scenario, portal add-on site administrator need to grab sign-in log.
Therefore, portal does not have any audit function - Dynamics 365 (CRM) audit for contact entity provides sign-off information and Portal Web page tracking option provides web page access / change log, but this is not a audit function and not enough.
Please add identity audit function for portal add-on.
When we create appointments from a contact (sometimes to discuss a contact and sometimes to record a previous appointment) an email is triggered to the contact.
Please create a way to NOT send emails to contacts and just save the appointment in CRM/Outlook (with Sync) but NOT send an email notification to the Contacts on the appointment.
The following workarounds for this are :
1) Clear the Required and Optional fields from the Appointment (when creating an appointment from the Contact record).
2) Create appointment from the Appointment tile and NOT from the Contact/Account Record.
Both of these options are prone to user error and NOT consistent with Outlook functionality.
Desired functionality would be to save the appointment and NOT send the appointment like Outlook. To provide a configuration so that Required and Optional will NOT be automatically set when creating an appointment from a Contact/Account record.
It would be great to send a meeting invite from CRM Online when an appointment was created and added required attendees.
Creating a custom workflow and using Plug-ins cannot be a simple task for many users.
Users need to send a meeting invite manually in a Outlook client.
Recipient of the email is added to "TO" field each time we click on Reply All to an email thread.
So if I click on Reply All once the recipients email address is mentioned in TO field once
When we click on Reply All the 2nd time on the same thread - the recipients email address is mentioned in TO field Twice
When we click on Reply All the 3rd time continuing the thread - the recipients email address is mentioned in TO field Thrice
This behavior goes on and on.
The expected behavior is that the Email address in the From field should not be displayed in the To field.
We are unable to use global email templates for activity entities like 'Appointment', 'phone call', 'fax', 'letter' . Even though we are able to successfully create and activate a workflow using the global template it is throwing an error when the process runs.
Steps to see the problem
1. Go to Settings->Templates->Email Templates
2. Create a new Email Template and select 'Global' as Template Type
3. Go to Settings->Processes
4. Create a workflow for any activity entity say 'Appointment' on 'Record create'
5. In the workflow, add 'Send Email' as a step.
6. Select Send email 'Use Template'
7. Click 'Set properties' and select the Global Template created in the step 2.
8. Save and Activate the workflow.
9. Now create a new appointment
10. Verify the workflow process sessions and you will see the below error
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=22.214.171.124, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: can't instantiate templateDetail:
can't instantiate template
can't instantiate template
System.ArgumentException: can't instantiate template
at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode)
at Microsoft.Crm.Extensibility.InprocessServiceProxy.ExecuteCore(OrganizationRequest request)
at Microsoft.Crm.Workflow.Services.ActivityServiceBase.ExecuteInTransactedContext(ActivityDelegate activityDelegate)
at Microsoft.Crm.Workflow.Services.SendEmailFromTemplateActivityService.SendEmailFromTemplateInternal(Entity emailEntity, Guid regardingId, String regardingType, Guid templateId)
at Microsoft.Crm.Workflow.Services.SendEmailFromTemplateActivityService.ExecuteInternal(ActivityContext executionContext, SendEmailFromTemplate sendEmailFromTemplate)
at Microsoft.Crm.Workflow.Services.SendEmailFromTemplateActivityService.Execute(ActivityContext executionContext, SendEmailFromTemplate sendEmailFromTemplate)
at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager)
at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)
Currently when an activity is completed it displays the terms "Today" or "Yesterday" based on when the item was modified. We need to know what time the items were completed and would like to show the date and time instead. The generic terms really do not help us very much.
Please allow the customization of the Quick Form for Phone Call to be edited.
When in an Account's Social Pane and adding a Phone Call, there is no date field displayed. I would like to add the date field to this Quick Form for the Phone Call, but it cannot be edited.
Unable to customize "Quick Form" of phone call entity due to Properties State = 'Managed' and Customizable = 'False'
User should able to customize "Quick Form" of phone call entity
If an activity is created (Add New) from a sub grid the regarding field does not get defaulted to the record as it does when the activity is created from the ADD menu on the ribbon
It would be a more consistent user experience if the both methods of adding an activity operated in the same way and Regarding field consistently defaulted to record the activity was created from
Reference casel: [REG:112030210484425] Regarding Feild on Task is not being set