User Profile

Issues with the Parent / Child Field Mapping


When user creates the new child entity record from the parent record the values of the fields mapped between the child and the parent record gets auto populated on the default form of the child entity. But when the user changes the form of the child entity while creating the record the fields ...

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Category: Account, Contact, Calendar and Activity Management (712)

STATUS DETAILS
Declined

Default Template used for email


Users would want us to upload new sets of default template which can be used for sending emails. As the current Email templates present in Microsoft Dynamics CRM 2015 were the same that they had Microsoft Dynamics CRM 2011.

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Audit vales disappears while trying to import / export managed solutions


Issue - Audit vales disappears from the existing records as the user tries to import / export managed solutions.

Customer Ask - Audit values and Auditing feature should remain " on " the records when the user tries to import / export managed solutions.

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Category: Data Management (2)

STATUS DETAILS
New

Need the export to excel feature on teh form were we identify duplicate


When we run the duplicate detection job on the records.
We should be able to export the results which we get in the list of the duplicates.

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Category: Lead Management (82)

STATUS DETAILS
Declined

Primary email address field should be populated automatically


The correct email address should be populated on the "Primary email address" field of the user entity form in the CRM organisations. from the AD which is synced with the O365 portal.
Instead of the same Username which is on the user form of the User record form.

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Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
New