CRM 2013 : Edit the currency field after saving.
When you open New Opportunity from account screen it only shows you Quick create Opportunity form, not all fill fields are there. We would require the full form to open up.
When accessing the account / contacts . we try to create a new opportunities or product, we click on the look up or the associated view to create a new opportunity or product. what we get is a quick create form , however the what is required is to have a full form rather then the Quick form t...
The “Look Up Records” box does not appear when you select the magnifying glass on the
When you create any record (Opportunity, Connection, etc.) and you are required to enter an account name, contact, or competitor the “Look Up Records” box does not appear when you select the magnifying glass, you must scroll all the way to the bottom of a list to see text ‘look up mor...
CRM 2013 : Send email option should be included in more commands
Customer had concerns that the option for Sending Emails in more commands is not available as it was in CRM 2011 but it is not present in CRM 2013.
Customer wants that option back.
CRM online 2013 : False notification while saving the view
Gets an error "Are you sure you want to leave this page? Message from webpage : Your changes have not been saved. To stay on the page so that you can save your changes, click Cancel. Leave this page Stay on this page." when tries to make changes in the view for the org https://enablingtechno...
CRM AL 2013 : Inline view functionality after editing in quote is working differently than the OOB view
-User whenever goes to Quotes in Sales and opens up the edited version of "Quote product Inline Edit View" which is named as "Quote product Inline Edit View without discount" it does not show the Product Name as it shows in "Quote product Inline Edit View
To Turn off "Enable Server-Based SharePoint Integration" message in CRM UI
Within CRM UI, there is no system setting to hide/turn off the notification message "Enable Server-Based SharePoint Integration"
To enable Mail Merge functionality on Individual records
1. Navigate to sales >> Contacts.
2. In Active contact view, select a contact record and open it.
3. We do not see the option to do Mail Merge.
Findings :
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In CRM 2013, Mail Merge is possible only via Marketing Lists.
We had this feature in ...
Sould be able to access CRM 2013 from iOS8 using Safari Browser
Wants to access CRM 2013 from iOS8 using Safari Browser
Screen doesn't refresh when navigating to a different section like from (opportunity to contact) in iOS 8 in ipad using Safari Browser.
CRM 2013 : Manual tracking should be available for Smartphone
Wants to track emails manually from smartphone "Blackberry".