Global administrator should be able to see the dates for upgrade/update on the portal
-Customer has requirements to see the dates when their CRM instance was Upgraded/Updated
-This is a requirement from developer perspective to understand the compatibility with different versions when customizing the instance
-Please implement this feature within the Office 365 ...
Lookup field on Business Process Flow for Existing Contact and Existing Account behaves diferently
-In Version 8.1
--------------------------------
-When we open a record for Lead and looks for associated records within the business process flow
-When we type a letter for example AB and hit the Enter key, it will show the records starting from AB in the drop down
...Managing Glpobal Admin user
-Create a user and provide Global Administrator role
-Create a Security group on portal and add users whom we want to provide access to the sandbox
-Do not add the global admin user to the security group
-However the global admin user still synchronizes to the sand...
Quick create form for Phone call enity and ability to add a custom fields on the phone call activity under Social pane
-Users when they try to cerate a phone call or any activity records, there is no option for a quick create form
-The form opens in full screen instead of a quick create form
-Even if we create a quick create form for activity (Phone call) we don't get the option to make it ...
Each user has to click on Sync button on home.dynamics.com post creation of the new CRM instance
-If a new instance is created the newly created instance doesn't reflects on the home.dynamics.com
-If the users are created first and the instance is created later, this doesn't sync the tiles on the home.dynamics.com
-Each user has to login to home.dynamics.com and click on t...
Chart does not gets updated when filtering editable grid
ISSUE: -------------- when user tries to Filter the Opportunities View with Editable Grid enabled, the Chart does not detect (Refreshes) the changes. However in Readable grid, the chart shows an option to "Refresh chart". This could be a feature required by users across multiple organizations an...
Search with multiple keyword doesn't fetches data in Dynamics CRM
-Issue with Keyword search -When user specify more than 1 keyword in the article, the search done on Dynamics CRM seems to only treat the whole keywords entry as 1 text, with the �,� delimiter inclusive. E.g. The article�s keyword is �daily briefing, Daily, Today�: - User enter search word as �d...