User Profile

Ability to save only the Phone call forrm instead of "Mark Complete" when clicked on OK.



When a user click on a Phone call activity from a new form (which was introduced after UR-12) and clicks on OK, the phone call activity should not be complete. We should get option to make any changes later and then click on Mark Complete.

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1 Comments

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1 Comments

Category: Unified Experience: Search, navigation and performance (1219)

STATUS DETAILS
Declined

Security previleges working incorrectly with Activities.



There is a user with Salesperson security role.
He is given user level privilege for read under activities.
When that user opens a record and goes to Closed activities he can see the activities in spite of User level privilege. Although he gets "Access Denied" error when he double c...

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1 Comments

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1 Comments

Category: Unified Experience: Search, navigation and performance (1219)

STATUS DETAILS
Declined

CRM 2013 : New Phone call activity is not populatng the Recipient field with default account


When customer opens an Activity (Phone call/E-mail), then the recipient does not auto populate.
- Customer performed below mentioned steps
1. Login into CRM https://cwbdev.crm.dynamics.com organization (It is CRM 2013 org).
2. Click on Microsoft Dynamics CRM ? Sales ? Contacts
3. ...

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2 Comments

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2 Comments

Category: Unified Experience: Search, navigation and performance (1219)

STATUS DETAILS
Declined

Resize/remove sales process banner from opportunity form, as it is irrelevant to our needs


Resize/remove sales process banner from opportunity form, as it is irrelevant to our needs.
There should be a function or a way from where we can remove or hide the Business Process Flow bar from the Leads and the Opportunity form.

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1 Comments

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1 Comments

Category: General (1825)

STATUS DETAILS
Declined

Customer is facing issues in searching from a quick search


Customer is facing issues in searching from a quick search and getting an error as "The Quick Find limit is exceeded. Narrow your search by entering a longer query, or use Advanced Find."
Customer expects the CRM should be designed in such a way that it will return more than 10000 records a...

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2 Comments

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2 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review