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MVP Bug - Deleting a Custom Security Role assigned to a Custom Form breaks publishing
...The GUID contained in the error was not in your database anymore.Here is what we did to resolve the issue:� On the custom form in question, hit �Save As�.� Save the same form as a new copy, such as �2�� Verify the roles attached to this new form.� Delete the old form in question.� Change the display name of the new form to what the old one was....
Category: Account, Contact, Calendar and Activity Management (699)
Prevent users 'mark complete' an Outlook task ignoring 'business required' task field
...It is currently possible to �mark complete� an Outlook task which is linked through to crm (i.e has the view in crm link available) which then completes the crm task even though there are custom �business required� crm fields that remain blank...
Category: Microsoft Office Integration (200)
Opportunities Quotes Orders Invoices
...There�s some relationship visibility between the separate �Opportunities Quotes Orders Invoices� within the Sales Menu area of the respective Entity for some but not all....
Category: General (1799)
Sending emails in Dynamics 365 mobile app
...I have had a case with the Dynamics team regarding this as i think it�s really strange that you can�t send emails to specific customers in the app....
Category: Unified Experience: Search, navigation and performance (1218)
Ability to add a new Account from Potential Customer/Lead field on a new Opportunity record
...Click on the �+ New� button on the right bottom of the popup.4....
Category: Account, Contact, Calendar and Activity Management (699)
Make non-available ribbon buttons visible, make more buttons available by default
...Also, Users are frequently not checking under �More Commands� (�) - would be helpful if the number of displayed buttons outside the ellipsis was configurable....
Category: Account, Contact, Calendar and Activity Management (699)
We want to have emails saved in the [Sent] item on Outlook or Outlook Web App even when we sent it through Dynamics 365 (Online).
...As of now, an email we send from Dynamics 365 (Online) is left as a record, but it doesn�t appear on Outlook�s or Outlook Web App�s [Sent] item....
Category: General (1799)
Add a function to select Excel templates (such as task, email and schedule) from an activity entity�s command bar [Personal Excel Templates].
...We would like to have a function to select added templates right under [Personal Excel Templates] (click [�] on a ribbon>[Excel Templates]>[Personal Excel Templates]) to enhance convenience....
Category: General (1799)
V9 Products sub-grid limitations : unable to customize columns of the inline editing view, unable to change the price inline, poor ergonomics.
...If we select another view, then we lose the inline editing behavior for every column except �Quantity�, even if we add an �Editable grid� control....
Category: Account, Contact, Calendar and Activity Management (699)
Editable Grids - Need to update non-native Contact fields on Opportunity grid
...If I added the �Segment: Primary� field to an Opportunities personal view, enabled Editable Grids, and then tried to update �Segment: Primary� within my personal view I would not be able to �Segment: Primary� becomes a locked field....
Category: Lead Management (83)
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