Ability to save only the Phone call forrm instead of "Mark Complete" when clicked on OK.
When a user click on a Phone call activity from a new form (which was introduced after UR-12) and clicks on OK, the phone call activity should not be complete. We should get option to make any changes later and then click on Mark Complete.
Security previleges working incorrectly with Activities.
There is a user with Salesperson security role.
He is given user level privilege for read under activities.
When that user opens a record and goes to Closed activities he can see the activities in spite of User level privilege. Although he gets "Access Denied" error when he double c...
CRM 2013 : New Phone call activity is not populatng the Recipient field with default account
When customer opens an Activity (Phone call/E-mail), then the recipient does not auto populate.
- Customer performed below mentioned steps
1. Login into CRM https://cwbdev.crm.dynamics.com organization (It is CRM 2013 org).
2. Click on Microsoft Dynamics CRM ? Sales ? Contacts
3. ...
Resize/remove sales process banner from opportunity form, as it is irrelevant to our needs
Resize/remove sales process banner from opportunity form, as it is irrelevant to our needs.
There should be a function or a way from where we can remove or hide the Business Process Flow bar from the Leads and the Opportunity form.
Customer is facing issues in searching from a quick search
Customer is facing issues in searching from a quick search and getting an error as "The Quick Find limit is exceeded. Narrow your search by entering a longer query, or use Advanced Find."
Customer expects the CRM should be designed in such a way that it will return more than 10000 records a...