CRM - Mobile Express 30 Character Limit?
It appears that Mobile Express included with Update Rollup 7 has a problem displaying fields with more than 30 characters (such as Case titles and Account names). When there are more than 30 characters these items show up as a blank row in the mobile browser (tested in Opera Mobile, IE Mobile ...
Category: Mobility (0)
Enable user to restrict privileges on a record
Many businesses often have the requirement to have generally open security models where users can see other peoples' records. However, they also often want to be able to allow users to mark a record as "private" essentially restricting visibility on the record to the owninguser and those users...
Category: Security (3)
Set the LookupNameMatchesDuringImport to True by default
Starting with CRM 2011, if a custom entity existed in CRM 4.0, and then the org was upgraded to 2011, a solution containing that entity can not be imported unless the LookupNameMatchesDuringImport value is set to true in the CRM database. The "documented" way of doing this requires using the O...
Category: Customization and Solutions (0)
Enable Right-Click on Lookups to open record in new window/tab
Please enable browser context menus. For example, if I am viewing a Contact record, I would like to be able to right-click on the name in the Parent Customer lookup and open the Account record in a new window or tab. I don't want to be forced to navigate away from the Contact.
Portal is provisioned in mixed languages
I went through the FRE and set up a new portal using the "Configure" button. The portal was provisioned, but it is not displaying correctly and the titles, navigation, and copyright notice in the footer are all using different languages (looks like Dutch for the title and footer, Eng...
"From" name/email on Marketing Email should allow non-user names and addresses
When creating a new marketing email, you must fill in the "From" lookup. However, this box is limited to a lookup of users within Dynamics. This means that if you want to send an email from a department's address (such as firstname.lastname@example.org) you would need to use a license a...
Allow a "Preheader" in the email
The quick start guide says "The very first text that you put on the page is especially important because most email clients show this as preview text for the messages in their inbox list."
You should allow the user to enter a custom "preheader" for the email to be d...
Assist-Edit button does not work in Chrome, behaves oddly in IE11
When composing the text of an email and using the Assist Edit button to add personalization, the "Assist Edit" pop-up does not open in Chrome browser. In IE11, it does open, but is too small: when you choose the entity, such as Contact, you can only see 4 or 5 fields on the contact a...
Customer Insights failed in FRE
I have run through the FRE and double-checked all my entries. I am able to access the Customer Insights application URL and it appears to be correctly provisioned in Azure, but the FRE is not able to configure it for us with the marketing app.