Filter set on view for records doesn't remains the same when a record is open and back button is clicked
Issue with filter criteria applied on records
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->Navigate to any records for example Account entity
->The view lists down the number of records for the Accounts entity
->Click on the filter icon and apply a filter crit...
Whole number field multiplied by a decimal value under Business rule changes to zero
-Create a business rule on an Entity (For e.g. Account)
-Create a condition
-Add an Action (Set Field Value)
-Field - (Whole number field) Type - Formula
-Field - (Whole number field) Operator (*) Type (Value) Value = (0.8)
-Save and activate the business
In CRM 2015 when we create a business rule with Whole number field multiplied by a decimal value it changes back to zero
Repro steps:
-Create a business rule on an Entity (For e.g. Account)
-Create a condition
-Add an Action (Set Field Value)
-Field - (Decimal number field) Type - Formula
-Field - (Whole number field) Operator (*) Type (Value) Value = (0.8)
-Save and activate the business rule
Data exported from CRM displays two different format from marketing list and other records (contacts, accounts, leads or opportunities)
-Navigate to MSCRM->Sales->Contacts
-Click on Export to Excel
-File gets downloaded, open the file and it opens in Excel table format with white and blue lines
-Navigate to MSCRM->Sales-Marketing list
-Click on associated view and select Marketing list me
Opportunity Close Dialog - Status Reason Dropdown
In CRM 2016 it has been noticed that [Status Reason] Option Set dropdown for the Opportunity Close Dialog only shows two values at a time. This dropdown should show all option set values, as it did in 2015 and previous versions.
Need the ability to re-assign all the records for a specific entity
-When we run an advanced search for an entity (for example contact)
-We look for all active and inactive records for contact
-When the search returns the records, we can select only one page to re-assign
-If the user has 1000+, this would be very frustrat
View column headers change from filtered to un filtered after displaying a view record
-Sign in to CRM
-Click on Sales-Accounts
-Open any view for example (My Active Accounts)
-The list of records are listed in the view
-Click on the filter icon towards the right side
-Apply filter on any 2 or 3 columns
-For example, apply filter on "First
Need to have None under the Queue->Email Settings->Convert Incoming emails to Activities
-User created a Queue in CRM
-User configured the active mailbox with the Queue
-However users don't want any activities to be created in the Queue item when an email is received in the mailbox
-Since the option to select None isn't available on Track option emails rece...
Creating word document from Order fails to pull the product ID(Number) on the word document but works on OOB Reports
Word document created from Order fails to pull the product ID (number) of the order Product however if we run a OOB report it displays the product ID(number). Below are the steps to replicate the issue
-User ope...
Deleting attachmenrt in Bulk
-CRM functionality doesn't allows to Delete attachments in bulk
-The only way to delete attachment from an email is by creating a workflow or report and change the status of the email to draft
-Once the email is in draft, the option to delete the attachment becomes available