CRM | Cant add a lookup field on Address entity
The customer uses a separate entity called 'Country' to store an ISO standard list of Country names and codes. A lookup to this 'Country' entity has been added to the 'Lead', 'Account', & 'Contact' entities, but lookup fields are not available for the 'Address' (More Addresses) entity.
CRM 2016 | When generating (Export) a Word document and using a multiple lines of text field that contains multiple lines of text, the text is generated as a single line of text
On 2016 Environment
Create a new Account record, enter the mandatory fields
In description text box enter the text in format
1
2
3
4
5
6
Abc
XYZ
Save the Account record,
Click the ellipses and click Word Template --> Account Sum...
CRM 2015 0.2 | End users wants to add a OK button when they see 'Wrapping Up� popup upon tracking email in Outlook.
End users of company- 'Giro' wants to add a 'OK' button when they see 'Wrapping Up’ popup upon tracking email in Outlook.
CRM 2015 0.1 | Form doesnt refresh upon saving a record created from the Associated view
Form doesn't refresh upon saving a record created from the Associated view.
Confirmed the same in the below listed environment,
CRM 2013 | CRM 2015 | CRM 2016
Repro Step:
Navigate to Settings → Customization → Customize the system → Expand the en...
CRM 2016 & CRM 2015 | Limitting the number of records to be exported into an excel sheet of an entity
The system administrators should be allowed to limit the number of records that a user can export out from a page using the SQL database in a supported way.
In this way, different users can be assigned different values for exporting out records in excel.
Repro:
Sales → Conta...
CRM 2016 | Ability to auto-populate the “Phone Call” activity and “Email” activity fields from the target Lead record.
Ability to auto-populate the “Phone Call” activity and “Email” activity fields from the target Lead record
→ The ask should be handled with the Relation between the Lead and Phone call entity and the Mappings between the fields.
→ If the field type and properties of the fields are t...
CRM 2015 | Copy to link button is un-available
The copy to link button is un-available in CRM 2015. This makes it difficult for the users to work.
Scenario:
When users have an issue they usually do communication on any portal for which they need to send the link of the record. Now to do the same they have to click “email a link”...
CRM 2015 | Next/Previous options unavailable on the pop out
The Next/Previous options is unavailable on the pop out of record of any entity in CRM 2015 version.
Scenario:
To work on any record the users have to check other records in the system.
Since everything is opened in the same window, in order to compare data they are popping out t...