'Sales Stage' and 'Pipeline Stage' fields are not auto populating when an opportunity is created using Quick create in the organization
+ Customer is creating an opportunity navigating into sales-> Opp-> new
+ When a n opportunity is created, 'Sales Stage' and 'Pipeline Stage' fields gets autopopulated.
+ Howvere when cx creates an opportunity using quick create form, 'Sales Stage' and 'Pipeline Stage' fields d...
To reduce the session inactive time for Dynamics 365
Issue: The login session time out is approximately 8 hours,client uses kiosk to login to Dynamics 365, to avoid data fraudulence the session inactive time for Dynamics 365 should be reduced.
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Imp...
To store all the emails attachment and other attachemnts in folder in CRM
To store all the emails attachment and other attachemnts in one folder in CRM
Issue:
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User saves all the attachments in CRM which uses storage space.
User wants to have a folder where all these attachments can be stored in one location or folder.
Impact:
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Storage is increased. Diff...
To store all the emails attachment and other attachemnts in folder/location in CRM
Issue:
********************
User saves all the attachments in CRM which uses storage space.
User wants to have a folder where all these attachments can be stored in one location or folder.
Impact:
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Storage is increased. Difficulty...
Ability to change users first name and last name format for exisitng users within CRM
Issue: In CRM we cannot change the Name format (first name, last name) for existing users in CRM.
Impact: Functionality loss.
Ask: There should be a setting in CRM to change the name format for existing users.
Unable to retain fonts and styles and cannot create hyperlinks in templates and other issues with templates in CRM
Issue:
- The email templates that you create in Dynamics CRM do not retain the font and style of the text when you use the Dynamics 365 add-on to insert CRM
- Example: You have a 12 pt Times New Roman Template – it will come in as a 11pt Calibri (Body)
- You cann...
STATUS DETAILSDeclined
There should be an ability to change users (first name and last name) format under for exisitng users within CRM
Issue: In CRM we cannot change the Name format (first name, last name) for existing users in CRM.
Impact: Functionality loss.
Ask: There should be a setting in CRM to change the name format for existing users.
Track Tasks created in Outlook to Dynamics 365 using Dynamics 365 App for Outlook
Issue Description: User is unable to track or set regard a task activity created in desktop Outlook using Dynamics 365 App for Outlook
Description:
1. User creates a task activity in desktop Outlook, however he is unable to track or set regard it in Dynamics 365 Online instance u...