sensitivity settings change how tracked emails are saved in CRM
If a sent or received email has the sensitivity set to anything other than the default (ie personal, private or confidential), when the email is tracked the email bosy is blank and instead there is a .msg file attached containing the full emaill text. We raised this with Microsoft directly (ca...
Cannot open entities using safari on ipad due to pop-ups being blocked
When trying to access CRM2013 on an ipad using Safari, you can search for records but cannot open them - you get the error "A Microsoft Dynamics CRM window was unable to open and may have been blocked by a pop-up blocker".
Enable multiple Quick Create forms to be controlled with security
The MS developer network page states that:
"When you have multiple main, quick create or mobile forms for an entity you can assign a form order. The form order determines which of the available forms will be shown by default. The available main or mobile forms can be further controlled ...
Back button limitations
Further to the existing issue (https://connect.microsoft.com/dynamicssuggestions/feedback/details/804920/crm2013-back-button-limitations), here is another example of the back button not working as you'd expect.
* Open a form with subgrids, eg account form
* Click on the table icon o...
change cursor focus when creating a new new view (advanced find)
In CRM4, when I create a new view, I hit Save As and the cursor is in the name field - I just type the name and then hit Enter to save.
In CRM2013, when I create a new view, I hit Save As and the cursor is in the name field, but when I type nothing happens. I have to click into the fiel...
merge feature should exclude selected master record
When I wish to merge duplicate accounts or contacts, I select one, hit the Merge button and then browse for the duplicate. Even though one record is already selected as the Master record, the same record appears in the selection of records to merge with it. If you try to merge a record with it...
Mark Complete button does not appear on ribbon for Advanced Finds for Phone Calls, Appointments and Tasks
If I go to Activities and select a saved view or system view of appointments, tasks, phone calls or activities, the Mark Compete button displays on the ribbon, allowing me to mark multiple activities as complete in one go.
If I run an advanced find for Activities, the Mark Complete butt...