User wants a report which should contain granular information about data usage especially with Email attachment.
1. User needs a report which should contain granular information about data usage especially in Email attachment.
2. In CRM If we do an advanced find we can get a list of all emails having email attachment with desired size, however the attachment size columns is unavailable in Advanced fin...
Unrelated account activities showing up on Account entity.
1. We have few Accounts in CRM.
2. We open an Account and then open the associated view for Documents for a particular account.
3. When we open the Documents it shows few of the activities which is not related to that account.
4. The filter criteria was for the search is"Include: Rela...
Formatting of notes no longer comes out in printing for CRM 2015 organization.
1. User has CRM 2015 organization.
2. In CRM 2015 organization whenever the User add notes to a record or to an activity the formatting of the notes, no longer comes out in printing.
3. We would like to see the formatting in notes whenever we do a Print Preview.
Case Title change when a new email response is added to case
1. When an email is received into CRM via a queue and automatically added to a case depending on the email title the mail update the title in the case
2. Set the title of the email as the title of the case even if the case already had Another title.
3. Customer has a CRM online 2015 (7....
Issues where in the email activities in CRM shows last modified dates instead of created dates in CRM organization.
1. Customers have issues where in the email activities in CRM shows last modified dates instead of created dates in CRM organization.
2. This creates confusion.
3. We will need to see the created on Dates in CRM activities not the last modified dates.
Audit Logs for Export Data in CRM
Customers will like to get Audit logs for exports done by CRM user in CRM organization.
CRM User wants to change the Activities from modified date to created on date in CRM organization.
1. CRM User wants to change the Activities from modified date to created on date in CRM organization.
2. Customer opens a record they have few activities listed on the record.
3. on the activity record the date is always shown as modified date.
4. Customers would like to get the dates...
CRM User is unable to get the pipe line phase refreshed in CRM while creating an Opportunity using quick create form.
1. CRM User is unable to get the pipe line phase refreshed in CRM while creating an Opportunity using quick create form.
2. Customer logins to CRM --> Uses Quick Create Option for Opportunity entity and creates a Test records and Saves it.
3. Once it gets Saved Customer clicks on ...
Pinned entries in CRM organization are lost after few hours and have to re-pin back.
1. Customer opens up a record in CRM and then click on recently viewed activities and then try to pin so records.
2. After few hours when we refresh CRM or log out or Log in Back the entries are lost.
3. Customers would like to keep the favorites activities pinned up.
Activities opened from the Social pane sub grid - next and previous record buttons in command bar is grayed out
1. Customers while opening a contact record and a activity created in the social pane of the contact record.
2. If we open the activity record from the social pane sub grid - next and previous record buttons in command bar is grayed out.
3. However when we try to open the Activity record...