Bulk Editing Option On Products is Missing
Post Upgrade of CRM instance 7.0.1 & 7.1 the bulk Edit option is removed from CRM for Products.
can we exceed the number of rollup fields on any entity ?
Looking at the Microsoft Article :https://technet.microsoft.com/en-us/library/dn832162.aspx . We can only define maximum of 100 rollup fields for the organization and up to 10 rollup fields per entity.
We need to Exceed the Number of rollup fields per entity as a business require...
Refresh from CRM button does not work with Already exported dynamic excell sheet.
Refresh from CRM button does not work on excel with Edited View. when we try to refresh from CRM if we add any column in a personal view in CRM it does not load the added column in Excel sheet.
Reason :
when we click refresh from crm, it refreshes data not the sc...
Refresh from CRM button does not work with Already exported dynamic Excel sheet.
Refresh from CRM feature does not work if we customize (add a column) in the View. If we try to refresh from CRM it does not load the added column in Excel sheet.
Reason :- When we click refresh from CRM, it refreshes data not the schema of the view, hence when schema ch...
REsizing the browser window, the navigation bar over rides form buttons.
when we resize the browser the form buttons post opening a record the navigation bar over rides the form buttons.
Workaround : Please customize the theme & apply a small logo.
Dynamics 365 Upgrade - How to change the color on the new Waffle
Customized waffle does not work with Dynamics 365 upgrade.
Global Search in Dynamics 365 needs two clicks to type in the data. In CRM online-2016 it worked in one click
Issue: User stated that the Global search in Dynamics 365 should work like the one in CRM online 2016 with one click.
Impact: Users have to click twice on the Global search twice and that wastes time.
Ask: Can we roll-back the Global Search feature...
Increase if-then condition functionality for Business rules
Issue: Need to increase the limitation for Business rule which is 10 if-then conditions
Impact: Unable to create a Business rule with more conditions. Time consuming and Functionality loss.
Ask: Please increase the limitation for if-then condition ...
If SharePoint integration is set to based on Account entity then the Opportunity should be able to create a folder along with the Account record
Issue: User \stated that if he adds a OneNote in Opportunity record and then in Account record, it does not allow him to create OneNote record and gives an error and if he adds OneNote to Account record first and then Opportunity it works fine for CRM organization. User wants the OneNote ...
Deafult view to be set as Active marketing list
Issue: User is unable to change the default view from the marketing list view, when the user changes the lookup to Active Marketing List it goes back to associated list view.
Impact: Functionality loss. Not user friendly.
Ask: User should be able to&nbs...