When log-in to the CRM online organization we get the "Take a Quick Tour" message page
All users when log-in to the CRM online organization he gets the " Take a Quick Tour" message page ,although he clicks on "Don't show me this again"
TypingTime doesn't work for Appointment
When we create an new appointment or edit an existing one when we fill the data in Start time and end time fields we are not able to clock the time by hitting "Enter" or "Tab" key in his CRM online organization.
This was working fine in the previous version.
We are able to reproduce...
When you try to view Audit history for 'SLA KPI Instance' and it throws an error saying 'An Error has occurred'.
1. Login to CRM online -> Service ->> Create a Case.
2. Customize the case form and add “Resolve by KPI” field into it.
3. Now we have created a test case
4. Enter the required fields
5. Enter Resolve by KPI field and save it.
6. Now click on the field
7. Go to its associ...
Unable to add opportunity product into order and getting an error "An error has occurred"
Not able to add opportunity product into order and getting an error "An error has occurred" in CRM online organization.
Error details:
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, ...
Appointments
Configure CRM with outlook desktop client
Go to outlook
Go to Files ->>options ->> calendar ->> Default Reminders : set it to 1 hour.
Now create an appointment in CRM - name it test ->> save it
Options for the mailbox in CRM is set to outlook for ...
Activities not shown on new UI
For the opportunity, in the old UI, you can click the yellow circle to pop up the Activity to view it from the timeline. However, in the new UI, it is not possible as there is no link or pop-up option there. ========================================================== It also isn't intuitive and...