Customize the Command Bar in Activities View
I would like to show all the Optional Activity entities on the Command Bar rather than populating them inside the ‘Other Activities’ pulldown menu.
It would be very convenient that if users are able to change the order of entities such as TASK , EMAIl and FAX that are display...
Lookup field doesn’t show the value of new record unless you refresh the page
The customer found that when created the new record from lookup field in Dynamics CRM Online, it can save the new record, but the value does not show unless an user refreshes the page.
After refreshing the page, the value will finally show in lookup field.
It would be really g...
Ability to change the size of dialog boxes in Dynamics CRM Online
The size of existing dialog boxes can be really small, and there is no supported way to achieve this.
It would be really great that if users are allowed to modify the size of dialog boxes.
CRM Online Version : 2015 & 2016
Legacy form does not show value in the date fields
If you turned off the legacy form, the time in date fields are shown as [0:00] to start.
If the legacy form was turned on, the time shows with the value that users have already added in the corresponding field.
e.g. [14:00]
I would like to be able to show the selected t...
Ability to export and import hierarchical Business Units
When you export/import Security Roles as a solution, it can only display roles from the Business Units at the higher position.
Users with roles at the lower position cannot be exported or imported.
It should be able to export the whole hierarchy security along with roles.
Require information about how long it takes for mailbox to be approved after assign a new user
I would like to know how long does it take for mailbox to be approved after assigned CRM Online license to a new user.
The customer need to know how long, so that they can plan ahead.
Please provide the public information about this topic.
Yammer integration with Dynamics CRM App
Yammer can be used on the Activity Feed for Opportunity in the current Dynamics CRM Online.
However, when you open one of Opportunities on Dynamics CRM App (The one that’s on your windows), Yammer is not displayed.
So that even though you have integrated Yammer with Dynamics ...
Request to save ONENOTE documents on Activity Feed to OneDrive
The customer would like to save ONENOTE documents from Activity Feed into OneDrive.
Current design for ONENOTE does not give options to choose the document location.
[Current design]
1. Navigate to [Sales] – [Opportunities] – open one of opportunities
2...
Sort related entity column in a view
I know there are so many similar requests posted long time ago.
I still have the same issue raised by my customer recently.
I would like to sort the columns that are added in a related entity’s view.
We are using CRM Online 2016 version 8.1.
This function should...