Users created in Office 365 to synchronise as Contacts in CRM.
The users which we create in Office 365 portal should be sychronised not only as Users in CRM but also as Contacts automatically. This would help us omit the need of manually adding them one by one or import them using a template, as this is time consuming.
Spell Check for MS CRM
One of the interesting facts about Microsoft Dynamics CRM is that it does not have a built in spell checker like most other Microsoft applications. Sometimes it can be frustrating when you need to know how to spell a word but you have to go out of your way to get out your dictionary, or pull u...
Open records in New Window
Current Behavior: Navigate to Any EntityDouble click on an existing record to openThe record opens in the same windowSuggested Behavior:Navigate to Any EntityDouble click on an existing record to openThe record should open in a new Tab or WindowThe sugge...
Recipient of the email is added to "TO" field each time we click on Reply All
Recipient of the email is added to "TO" field each time we click on Reply All to an email thread.So if I click on Reply All once the recipients email address is mentioned in TO field onceWhen we click on Reply All the 2nd time on the same thread - the recipients email address is mentio...
Category: Unified Experience: Search, navigation and performance (1141)
Rollup fields doesnt show accurate results when Base currency and Default currency differs.
Rollup fields do not show accurate results when Base currency of the organization and Default currency set by an user differs.PRE REQUISITES:=======================Navigate to Settings > Business Management > CurrenciesClick on NewAdded currency Hong Kong Dollar with ex...
Mapping option at the time of reimporting data.
In CRM the data that has been exported as an excel can be imported again after making the required changes.However while re-importing the data, we do not get an option to map the fields.Mapping of fields would be required if additional columns are added to the excel.
Category: Data Management (1)
A Business Required Regarding field does not auto populate when creating an associated activity record.
There is a Sub grid on any form pointing to an activity entityThe regarding field in the activity entity is Business optionalWhen we click on the Add (+) button on the sub grid, a lookup field appears inside the sub gridNow if we click Lookup button > New A form opens to cr...
Category: Client-Side Programming (4)
CRM 2015: Two scroll bars appear if too many columns added in any associated view
Two horizontal scroll bars appear when there are too many fields on any Associated View. The data in the view is not aligned properly with the respective columnsThe data is not aligned properly even if there are less number of columns and no scroll bars.The number of columns af...