Request open multiple window for "Report", and extend "Email a link" function limitation.


Request open multiple window for "Report", and extend "Email a link" function limitation.
And also we want to customize generated report excel file name when we download it.

1. When run report, it could be opened each selected report window.
2. we want to customize generated repor...

Read more...
0 Comments

Read more...
0 Comments

Category: Microsoft Office Integration (199)

STATUS DETAILS
New

Make us to customize "Business Queue" or could set a different view as the default view when we add to Queue action on 'Route' in queue items.


When the Add to Queue action from cases grid, 'Route' in queue items and 'Route to' in Routing Rules item form action is performed and look up more records option is selected, the Look up record dialog opens up with Business Queue as the default view.

This lookup used to only retrieve o...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Request to customize the "Case Resolution" entity or changing requirement level of fields in this entity.


We have to fill with three kind of requirement fields when we complete a "Service Case" record. But, filling this requirement field is big burden for our staff. This requirement field can not change the requirement level because, the field is locked by system solution. And this "information" f...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

"Quick Search field" is sometimes overlapped these words: "Search for records" and "Inputted words by user".


"Quick Search field" is sometimes overlapped these words: "Search for records" and "Inputted words by user".
Please fix this issue for us. I suppose almost of the CRM users have experienced the same issue.

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Open Multiple Report windows when we select the multiple records


 Open Multiple Report windows when we select the multiple records 

 

- Example : We have report which need to run each opportunity records.

 

Now

- Access the opportunity view.

- Click Run Report button per every each record.<...

Read more...
0 Comments

Read more...
0 Comments

Category: ()

STATUS DETAILS
New

Email Queue cannot convert Email to Case using auto creation rule if the Contact has both of Normal email address and User email address


Symptoms
===================================
Email Queue cannot convert Email to Case using auto creation rule if the Contact has both of Normal email address and User email address

- The tracked Email activity could recognize that the related contact(Tracked) is the email ...

Read more...
1 Comments

Read more...
1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
New

Be configurable User mailbox address not only "userPrincipalName" in O365 by default but also "primary email address" in O365


Summary

- There is AD server which is integrated with O365.

- Dynamics CRM consumes the O365 attribute "userPrincipalName" to be used as the CRM user email address.

- Some organisations do not set userPrincipalName to the user’s prim...

Read more...
1 Comments

Read more...
1 Comments

Category: Administration and Deployment (1)

STATUS DETAILS
New

Idea is not adding


Idea is not adding

Read more...
1 Comments

Read more...
1 Comments

Category: Customer Service (Routing, SLA) (60)

STATUS DETAILS
Declined

Change Email alert title when the alert pops up from Adding Template process


[Design Change Request] - Email alert title from "instance.crm.dynamics.com says" to "Apply Template" when alert pops up from Adding Template process - If email template includes attachment, it will show alert message : "This template contains attachments. If you want attachments as a part of ...

Read more...
0 Comments

Read more...
0 Comments

Category: Customer Service (Routing, SLA) (60)

STATUS DETAILS
Declined