Unpin a particular view in Microsoft Dynamics CRM 2013
When we try to pin a particular view for entities say " Contacts " in Microsoft Dynamics CRM 2013 it is not possible for us to unpin the pinned view until and unless we pin any other view in Microsoft Dynamics CRM 2013 for the entity.
As per customer request we should be able to unpin ...
Add Notes in the social pane before the parent record is saved, on the entities say " Contacts "
We are unable to add the notes in the Notes section in the social pane until the parent record is saved on entities say " Contact ".
It was possible to add the notes before saving the parent record in Microsoft Dynamics CRM 2011, however it is not allowing us to add the notes the same way ...
In case if the user creates multiple folder with the same site name, we should have an option or a feature to change the name of the site from " Documents on Default Site " to desired name.
In the Microsoft Dynamics CRM integrated with Sharepoint, when the user creates folder of a record for the entity in Sharepoint, the default site is set to " Documents on Default Site " . In case if the user creates multiple folder with the same site name, we should have an option or a feature...
A settings should be implemented to remove the " More " option from the Social Pane if the activities are say 50+
If we navigate to a particular records say " Contact " . In the Social Pane if the activities for that particular records are say 50+ then we have to click on " More " option to view the further activities. Hence, If the activities are say about 300 then we have to click on " More " option mu...
Phone Call Activity in the Social Pane does change the direction of the activity as per the type of Phone Call Activity ( Incoming & Outgoing )
- Click on Microsoft Dynamics CRM 2013.
- Select the Account or Contact entity
- Open the Account or a Contact record.
- In the Social pane select the Activities
- Click on Add Phone Call
- Enter the description of the Phone Call activity
- Select th
To display regarding field in calender for the CRM appoinment.
In CRM when we navigate to the appointments, we see the subject field in the appointment but we are unable to see the to whose name it is concerned with due to which we are able to see only the subject of the appointment which is confusing . When we open the appointment then we come to know th...
Unable to copy the content from the clipboard of any views of the entities in CRM 2013 in Internet Explorer
Repro :
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- Login to the CRM 2013 organization.
- Navigate to any entity say Contact.
- Select any View say Active Contacts.
- In the Clipboard of the views hover the mouse on any of the field.
- Try to select the data from the clipboard by dragging the mouse over t...
An Email from the outlook once tracked in the CRM should show the date on which the email is received in the outlook rather than the date on which the email is tracked.
Issue: The user "Rex Lee" stated that he is having older emails in his outlook and now he is trying to track it from the outlook, therefore it is showing the date in the CRM on which the email is tracked from the outlook for the CRM org: https://pyramidimaging.crm.dynamics.com
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Priniting feature from Advanced Find should print all the text available in all fields in the columns
Issue :
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Executing a query in Advanced find populates the results successfully. However if these results contains a column say " Test " which is a single line of text field, then the printing feature print's only the content which is visible on the frame on the results and does no...
Feature should be available to restrict the storage notification as per our requirement
Ideally if the storage of the CRM organization is reached 80% then the an email notification is sent to the administrators of the CRM organization.
Objective:
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There should be a feature or a setting available to restrict the storage notification.
For eg: If I have a CR...