Access sharepoint from Iframe in CRM Online 2011
In Dynamics CRM Online users should be able to access the sharepoint website from within an iframe. It is also suggested that the user should be able to access all the microsoft websites present in the O365 from the CRM Online organization. It can be very feasible as the users can access the r...
Copying or Saving Customized Form on Different Entities
When we trying to copy the customized form from one entity other then system not allows to perform it in Microsoft Dynamics CRM 2013. Customer took couple of hours to create the Customized form and he want to copy or save the same form into other entity. But there is no option in Microsoft Dyn...
A single template that should be used on multiple entities
In the organization - 'https://ladlasprince.crm.dynamics.com' user wants to have a template that can be used by multiple entities such as accounts and contacts..
When an email template is selected it is associated with an individual entity like account or contact or lead.
Custom...
Export Audit Summary
In Microsoft dynamics CRM 2013 users should be able to export the audit summary.
Currently this feature is not available but is required by most of the users in CRM.
This feature should be available so that users can keep a track of the Audit history in CRM.
Buisness Process Flow Option Set on the Form to switch process
The user Marcus of the org - https://techdatacanada.crm.dynamics.com has suggested to add a Option Set on the form from where the users can directly choose the BUSINESS PROCESS FLOW, that would be better than the current model where in we have to click on the more commands (...) and then click...
To increase the length(rows) of the Email body description on the Email activity form
In CRM 2015 by default the email body shows 8 rows, this limits the end user from displaying large amount of data in the body. The user has to scroll once considerable amount of data is entered.
We would suggest to increase the number of rows from 15-20 approximately.
Business recommended option set field should allow to keep a blank value
A business recommended option set field cannot have a blank value
If you change the field requirement to "Optional" it allows you to set the value as blank
However due to business requirements an option should be allowed to keep that field as blank
Out of Box entity 'Sales Literature' should be enabled for 'CRM for phone' app and 'CRM for tablet' app
Out of Box entity 'Sales Literature' in CRM is currently not enabled for both 'CRM for phone' app and 'CRM for tablet' app for any OS in CRM 2015 Update 1 and in CRM 2016.
Option to enable this entity for Mobile is grayed out in the 'Customize the System' section in CRM.
It would be rea...