'Sales Stage' and 'Pipeline Stage' fields are not auto populating when an opportunity is created using Quick create in the organization


+ Customer is creating an opportunity navigating into sales-> Opp-> new+ When a n opportunity is created, 'Sales Stage' and 'Pipeline Stage' fields gets autopopulated.+ Howvere when cx creates an opportunity using quick create form, 'Sales Stage' and 'Pipeline Stage' fields d...

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Category: Customization and Solutions (0)

STATUS DETAILS
New

To reduce the session inactive time for Dynamics 365


Issue: The login session time out is approximately 8 hours,client uses kiosk to login to Dynamics 365, to avoid data fraudulence the session inactive time for Dynamics 365 should be reduced. ****************************************************************************** Imp...

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Category: ()

STATUS DETAILS
New

To store all the emails attachment and other attachemnts in folder in CRM


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Category: ()

STATUS DETAILS
New

To store all the emails attachment and other attachemnts in one folder in CRM


Issue: ******************** User saves all the attachments in CRM which uses storage space. User wants to have a folder where all these attachments can be stored in one location or folder. Impact: ********************** Storage is increased. Diff...

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Category: ()

STATUS DETAILS
New

To store all the emails attachment and other attachemnts in folder/location in CRM


Issue: ******************** User saves all the attachments in CRM which uses storage space. User wants to have a folder where all these attachments can be stored in one location or folder. Impact: ********************** Storage is increased. Difficulty...

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2 Comments

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2 Comments

Category: Unified Experience: Search, navigation and performance (1127)

STATUS DETAILS
Declined

Ability to change users first name and last name format for exisitng users within CRM


Issue: In CRM we cannot change the Name format (first name, last name) for existing users in CRM. Impact: Functionality loss. Ask: There should be a setting in CRM to change the name format for existing users.

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Category: Administration and Deployment (2)

STATUS DETAILS
New

Unable to retain fonts and styles and cannot create hyperlinks in templates and other issues with templates in CRM


Issue: The email templates that you create in Dynamics CRM do not retain the font and style of the text when you use the Dynamics 365 add-on to insert CRM Example: You have a 12 pt Times New Roman Template – it will come in as a 11pt Calibri (Body) You cann...

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Category: Unified Experience: Search, navigation and performance (1127)

STATUS DETAILS
Declined

There should be an ability to change users (first name and last name) format under for exisitng users within CRM


  Issue: In CRM we cannot change the Name format (first name, last name) for existing users in CRM.   Impact: Functionality loss.   Ask: There should be a setting in CRM to change the name format for existing users.  

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1 Comments

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1 Comments

Category: Unified Experience: Search, navigation and performance (1127)

STATUS DETAILS
Declined

Track Tasks created in Outlook to Dynamics 365 using Dynamics 365 App for Outlook


Issue Description: User is unable to track or set regard a task activity created in desktop Outlook using Dynamics 365 App for Outlook Description: 1. User creates a task activity in desktop Outlook, however he is unable to track or set regard it in Dynamics 365 Online instance u...

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11 Comments

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11 Comments

Category: Email Management and Outlook Integration (248)

STATUS DETAILS
Needs Votes