User Profile

Include hyperlink option in cross browser "SAFARI" for email template


Customer Kevin is not able to put hyperlink in the email template in cross browser "SAFARI".
When the customer types a link and press ctrl + k the text gets vanished.

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1 Comments

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1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Declined

Converting Accounts or contacts to Leads


Matthew want to convert accounts or contacts to leads.

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4 Comments

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4 Comments

Category: Account, Contact, Calendar and Activity Management (689)

STATUS DETAILS
Declined

Copy a link feature is missing within a record in CRM 2013 via IE


Having the function ‘Copy a Link” & using Ctrl + C - Our entire company (Sales, Support, Marketing) works with various CRM records which need to be viewed by many users. For 3 years we have been simply using the ‘Copy a Link’ command to easily ping this information to applicable users. Now t...

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2 Comments

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS

Copying values from Lookup fields


Being able to copy paste from Case Forms in IE - This is important because it allows our users to quickly send information among their teams. Having this prohibited in IE causes a loss of productivity. It does not make sense how Chrome allows this helpful functionality but Microsoft’s own p...

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0 Comments

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0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

CRM 2013 : Unable to add attachment through mail merge in marketing list via IE


#NAME?

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1 Comments

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1 Comments

Category: General (177)

STATUS DETAILS
Declined

CRM 2013 : Unable to qualify a lead for the users having custom security role


-Unable to qualify a lead for the users having custom security role 'Galil US sales person' for the org https://galilmedical.crm.dynamics.com
-Qualify option is not available.
-When we give create privilege for the account entity in the custom security r

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2 Comments

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2 Comments

Category: General (177)

STATUS DETAILS
Declined

CRM online 2013 : Diable the quick tour option


Wants to disable the quick tour option for CRM online 2013.

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2 Comments

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2 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Declined

Option of adding the contact through the recipient tab of the Mail Task Activity to the Contact Entity


Customer is has suggested to add the option of adding the unknown Email address in the contact entity directly from the recipient tab of the Mail task. Customer stated that, there was a option in Microsoft Dynamics CRM 2011 wherein the recipient which is been added to send the mail, if that r...

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1 Comments

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1 Comments

Category: Unified Experience: Search, navigation and performance (1214)

STATUS DETAILS
Declined

CRM 2013 : Should be able to resolve emails to contact


-Unable to resolve the emails to account or contact when it is tracked in CRM.
-When goes to Sales | Activity | All Email | open the email that was tracked and click on reply
-Then we get an option to resolve it to account or contact.
-We do not get redir

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2 Comments

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2 Comments

Category: Unified Experience: Search, navigation and performance (1214)

STATUS DETAILS
Declined

CRM 2013 : Unable to view the newly created Opportunity Product in associated view of opportunity entity


Steps to reproduce the issue :
--- Navigate to Sales -> Opportunity
--- Open an Opportunity record
--- Click on Products from navigation link
--- Opportunity Product Associated View opens up. Click on Add New Opportunity Product.
--- Enter the required field and cli...

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0 Comments

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0 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Declined
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