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 ...

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2 Comments

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2 Comments

Category: Mobility (0)

STATUS DETAILS
Under Review

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...

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1 Comments

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1 Comments

Category: Security (3)

STATUS DETAILS
Under Review

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...

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

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.

This ...

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15 Comments

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15 Comments

Category: ()

STATUS DETAILS
Under Review

ATTN: Jim Toland - ClickDimensions solution for Solution Testing Program


Attached is the ClickDimensions solution for CRM 2015.

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0 Comments

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0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

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...

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
New

"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 marketing@mycompany.com) you would need to use a license a...

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
Planned

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...

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
Planned

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...

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3 Comments

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3 Comments

Category: ()

STATUS DETAILS
Planned

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.

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3 Comments

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3 Comments

Category: ()

STATUS DETAILS
Planned