User Profile

Assigning a record changes the value of "completed by" of associated activity & reflect the new owner


1) Find an opportunity that is owned by other user. And it should have associated activities completed by the same user.
2) Open the opportunity and click the Assign button.
3) Assign the opportunity to yourself.
4) Refresh the page and you will see that the activity has now been “Com...

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2 Comments

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2 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review

Missing metadata from SharePoint documents after enabling server based SharePoint integration


After enabling server based SharePoint integration, most of the metadata is missing from the SharePoint documents. For e.g.: the document type field, the date field are missing from the SharePoint documents in CRM 2013 online organization after enabling server based SharePoint integration.

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5 Comments

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5 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined

Unable to to decrement the value of 'quantity on hand' field of a Product record when an Order Product is created for the same product in CRM Online


When an order is created for product in CRM Online, the 'Quantity On Hand' field's values does not change.
It will be good if we can get correct quantity which we have left for a particular product.

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0 Comments

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0 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
New

Changing the defult Carency for CRM Online without loss of data and customization deleted


We have to change the base currency without losing the data

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0 Comments

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0 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
New

Audit Summary View - export to excel


On the Audit Summary View we are unable to export the data to the Excel in the form of Reports as there is no command bar displayed on the Audit Summary View page.

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3 Comments

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3 Comments

Category: Data Management (2)

STATUS DETAILS
Planned

Needs to expand the pixel width of the view for Duplicate Detection Job


Needs to expand the pixel width for view duplicates in the system job form

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0 Comments

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0 Comments

Category: Data Management (2)

STATUS DETAILS
New

Email template should populate the correct values, when email is has user record in To or CC.


When an email is being sent with global template and if the email has user record listed under 'To' or 'CC' field, email template gets the values of incorrect record.
Example 1:
- User A does not have Main Phone populated.
- User B has Main Phone populated
- User A sends an...

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0 Comments

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0 Comments

Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Declined

"Display label" on the Dashboard is not showing


On a Dashboard, even if we select "Display label on the Dashboard" for a List Component - the Label is not displayed on the Dashboard

- Go to Settings ->Customization -Customize the system-> Dashboard -> Open Sales dashboard or create a new one
- Double click on Activities grid/cha...

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3 Comments

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3 Comments

Category: General (1838)

STATUS DETAILS
Declined