Product Properties need to be able to be reported on through the UI


Properties feature is a nice feature for capturing additional info like the Color needed etc, However, the values entered when you are adding them to an Opportunity (Quote etc) appear to not able to be reported on through the UI. The only way to get them out appears to be through SSRS or Powe...

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Category: Account, Contact, Calendar and Activity Management (444)

STATUS DETAILS
New

Bug: Autosave & Business Rules


Field values set by a Business Rule are being reverted to their previous value when autosave runs. It is almost like the field is not being marked 'dirty' when the Business Rule sets its value, and autosave is refreshing the field with the value when the form was loaded.

Values are sav...

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Category: ()

STATUS DETAILS
New

Calculated Fields - please add getValue() or toString() and other conversion functions


Need to add some conversion functions in to the Calculated Fields area (and Business Rules).

E.g. Would like the ability to do things like CONCAT the displayed Name in a Lookup (or an Option Set) with a String field (in the calculated fields formula can currently only do this with ...

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0 Comments

Category: Business Process (0)

STATUS DETAILS
New

Business Rule - Allow Business Required fields to be set to Clear


Let us set Business Required fields to Clear via Business Rules. Business Rules do not allow you to set fields that have been defined as Business Required (mandatory) to Clear. This applies even if the previous action in the same Business Rule has set the field to an Optional state.

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Category: Customization and Solutions (0)

STATUS DETAILS
New

Data Import native N:N using standard functionality


Please allow the import of native N:N (many-to-many) data through CRM's standard data import functionality. Just need to expose the 'link' entity in the existing data import wizard, and allow the mapping to be performed as per other entities.

Could add a checkbox to the existing wiza...

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Category: Data Management (0)

STATUS DETAILS
New

Entitlements do not repect minutes


In CRM Online 2016 Upd 1, Entitlement is setup to use number of Hours.

When Resolving a Case if the user enters the billable time in Minutes the remaining entitlement hours value does not decrease. However, it does decrease if the user selects an Hours value from the dropdown rath...

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Category: Unified Experience: Search, navigation and performance (806)

STATUS DETAILS
New

Enhance Entitlements to allow 1 entitlement to be shared by multiple Accounts


Enhance Entitlements to allow 1 entitlement to be shared by multiple Accounts.

This would allow for scenarios where a Head Office has subsidiary Offices, but any of the associated offices can draw down from the allocations for 1 Entitlement (that was established by the Head Office...

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Category: General (884)

STATUS DETAILS
Under Review

CRM SharePoint Integration based on Entity with multiple relationships


Dynamics CRM Online integrated with standard SharePoint Integration where based on entity has been selected. Currently where there are 2 or more 1:N relationships between the main entity and the related entity, the integration with SharePoint reverts to the Library setup for the child records ...

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Category: General (884)

STATUS DETAILS
Under Review

BUG: Fix error messages


We are seeing Microsoft error messages that are no longer meaningful. Believe this is something to do with Microsoft deciding to no longer expose the Inner error. Note, in the following no entry is made in the Trace Log (so there is no way to see what permission the user is actually missing. T...

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Category: Unified Interface (95)

STATUS DETAILS
Needs Votes

Fix Lookup with Related Records Filtering and show recents bug


Where there are Lookups using Related Records Filtering, if the show recent records option is also ticked, then the recent records show and allow the user to select recent records that have been deleted - When this occurs and the user saves the record a error message is displayed but it contains ...

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Category: Unified Interface (95)

STATUS DETAILS
Needs Votes