BUG - Change from Potential Customer to Account for Oppty convert to Work Order
When converting an opportunity from Opportunity to Work Order you are reading from the Potential Customer field. You should not be using this field any more. Sometimes the Potential customer gets stuck on contact, and then you get an error when trying to convert. Please use the Account field o...
We should NOT pay for system tables in our storage
Running a organization with D365 CE + Portals and Marketing. The webResourceBase and ribbonClientMetatdataBase consume more than 3 gb of data, and this is something we can't control! The CRM solution is pretty vanilla without custom ribbon and only 1 custom javascript. Tables like this should ...
Timeline Navigation Hyperlinks
The timeline for Unified Interface is "broken". The hyperlink on the left side opens the user entity, when it should open the actual activity. It makes no sense at all to hyperlink to the user entity. Read the blog for details. https://crmkeeper.com/2020/08/12/dear-ms-could-you-please-just-fi...
Calendar View - Show week view like outlook.
For some people a calendar is a lot easier to read than looking at a list. It would be better to have the Outlook type Week view for calendar when looking at FS Bookable Resource Bookings