Cannot select a matching connection role to the same connection role (i.e. Friend/Friend)
Currently using CRM 2013.
Steps:
1. Created a connection role "Friend" and save.
2. Tried to Add existing connection role under Matching Connection Role(s)
3. Could not find "Friend" connection role.
This worked in CRM 2011.
Access Team Templates not being Exported with Solution and Multi-Environment Issues
The Access Team Templates are not being exported with the solution.
Currently, when we do an export/import to other environments, we have to recreate the Access Team Templates on the destination servers.
The Entity Form Access Team subgrids also need to be recreated (deleted then create...
CRM Dialogs closes immediately after opening - for some security roles - even with Process Session Create set to Organization permission
Are there other permissions that need to be taken into account. Users for some security roles we setup auto closes the CRM dialog automatically after opening it. Even when the security role is set to Organization Create for Process Session.
Ability to add formulas to Tab or Sub Section Headers
Our client is asking for the ability to have the Tab/Section headers to show something like:
Contacts (41) - to know that there are 41 contacts under this collapsed section.
I understand that you can have multiple subgrids under these sections so I'm suggesting the capability to create f...
Adding new fields for SharePoint Document entity does not synchronize between CRM 2016 on-premise and SharePoint 2013 on-premise with server-based integration
In the previous list component client-integration, it was possible to add new fields with the same display name as the SharePoint custom columns to allow users to see the data in the SharePoint column. Tested this with the new server-based integration (on-prem to on-prem) and this does not see...
CRM 2016 Report Viewer Issues with IE 11 Browser
There are some compatibility issues with CRM 2016 and IE 11. The IE 11 browser is rendering the CRM 2016 Report Viewer page strangely. Reports cannot be opened or loaded.
• For the report without parameters, the “Run Report” and “Close” buttons are missing
• For the report with paramete...
New Feature Request for Search Results value in textbox populates the name value on Create page
We get this request often from users who want the capability to auto populate the name field on the create page of an entity from the search text box on the entity list page.
Flow:
1. User goes to the entity list (ex. Accounts)
2. User searches for record using search textbox on the t...
CRM JavaScript API SetRequired Recommended shows * Required asterisk instead of +
For CRM 2016, it looks like the CRM JavaScript API for setting fields to business recommended will display the * required symbol instead of the + symbol which leads to confusion. The actual validation for business recommended actually still works, but the *required symbol shows up for the fiel...
When changing language options to French for example, Option Sets are not ordered alphabetically as it is in English
When the user changes their language to French for example in Personal Options, the option sets (drop downs) are not ordered alphabetically like they are in English.