User Profile

'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...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (2)

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...

Read more...
0 Comments

Read more...
0 Comments

Category: ()

STATUS DETAILS
New

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


Read more...
0 Comments

Read more...
0 Comments

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...

Read more...
0 Comments

Read more...
0 Comments

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...

Read more...
2 Comments

Read more...
2 Comments

Category: Unified Experience: Search, navigation and performance (1220)

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.

Read more...
0 Comments

Read more...
0 Comments

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...

    Read more...
    0 Comments

    Read more...
    0 Comments

    Category: Unified Experience: Search, navigation and performance (1220)

    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.

 

Read more...
1 Comments

Read more...
1 Comments

Category: Unified Experience: Search, navigation and performance (1220)

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...

Read more...
12 Comments

Read more...
12 Comments

Category: Email Management and Outlook Integration (308)

STATUS DETAILS
Needs Votes