Save sent E-mail in Outlook web app while using Server-side synchronization for Microsoft Dynamics CRM
When we send an E-mail from CRM(integrated with Server-side synchronization), it does not appear in the sent items of Outlook web app as it just sends the E-mail, it does not save it(due to present design).
However it would be convenient to view the E-mails in thread under Outlook web app i...
activites should appear in social pane of lead even if not set regarding
We are unable to view activities(phone call, E-mail) in social pane of lead until the lead record is set regarding although the activity appears in associated activities.
However for accounts, opportunities and contacts, even if we do not set regard the record it does appear in the social ...
Phone call task to stay open when created from a record
1. When we create a phone call activity from a record(account, case etc.) > add description > click ok. The phone call activity status: completed.
2. When we create a phone call activity by going to sales > activities > create a new phone call activity and set regard to a record. The p...
Reactivate a child product once retired
Once a child product is retired, we can either delete the product(if the product does not have an association) or clone the product, this is a by design feature. The only workaround to reactivate such child product is to make changes in the database, If we could reactivate the child product fr...
unable to copy received email body content using "Ctrl+C" Keyword
- When using Internet Explorer for CRM 2011, from emails in CRM, the content does not copy using "Ctrl + C" keys.
- The work around is to use mouse > right click > copy or Google Chrome also allows Ctrl+C keys.
- Also a message appears above the email b
Email does not appear in social pane of lead which is created from automatic incoming email
Scenario 1, using automatic email to lead setting:
1. A lead has been automatically created from an incoming email,
2. The lead record does not display any email under activities of the social pane.
3. When the lead record is qualified and becomes an opportunity, then it does reflect...
Can only activate only one Rule Set at a time
When users try to activate more than one Rules at a time gets message "For rules of type "associated with a queue" and type "not associated with a queue" only one rule of each type can be active. If you activate this rule, the previously activated rule of the same type will be deactivated. Do ...
Emails with large attachment cause delay in tracking emails from CRM Outlook client to CRM web client
Users track incoming emails from CRM Outlook client to web client for references. There are certain emails with attachment of file size larger than 4 MB. These emails have been identified to take long time to track as well as they block the upcoming non-attachment emails tracking as they remai...