User Profile

Be Able To Export Email Activity Description Without HTML


Currently in CRM if you export activities to an Excel spreadsheet and include the description column if there is email activity the html with the email message gets included. It would be great to be able to do an export and only have the email message get exported.

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STATUS DETAILS
Under Review

Be Able To Export Email Activity Description Without HTML


Currently in CRM if you export activities to an Excel spreadsheet and include the description column if there is email activity the html with the email message gets included. It would be great to be able to do an export and only have the email message get exported.

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
Under Review

CRM 2011 - Be able to change default filter on Associated Views without programming


It would be nice if you could change the default filter on associated views in the customization area of CRM 2011. Currently it looks like the only way to change which view is default is to do programming changes. For example, when you are in the account area and you click on 'closed activitie...

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Bug - Cannot make changes to security roles after upgrading from CRM 4.0 to CRM 2011 Rollup 5


After upgrading from CRM 4.0 to CRM 2011 rollup 5 if you try and make a change to a security role you get an 'Invalid Argument' error and the following error log.

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Ve...

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2 Comments

Category: Security (4)

STATUS DETAILS

Bug - If From Email User on Workflow has Cached Exchange Mode Email Won't Get Sent


We have found with CRM 2011 if the user who is set up as the from email on a workflow and in their Outlook settings they have 'Use Cached Exchange Mode' checked, then the workflow emails do not get sent. If you uncheck the 'Use Cached Exchange Mode' then the emails go through fine. This seem...

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1 Comments

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1 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined

CRM 2011 - When using SharePoint Document Management - Be able to increase Name field size


We are using the SharePoint 2010 document management on the accounts in CRM. In the document section of the account in the document locations window the name field is hard coded to a size of 150 pixels. It would be nice if this field could be changed since if a file name is longer than the f...

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1 Comments

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1 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined