Dynamic Pivot Table Export has changed its behaviour in CRM 2015 Update 1
When exporting dynamic pivot tables, the date format is mm/dd/yyyy hh:mm and there are no system settings or personal options to change the format.
This only happens to dynamic pivot tables and not to dynamic/static worksheets.
(E.g. yyyy/mm/dd )
Their formats should be in...
Category: Data Management (2)
Ability to import the data in xlsx file for Dynamics CRM Online Update 1
Ability to change the Business Units and Security Roles for a large group of members per user
I would like to bulk edit the Business Units and assign Security Roles per user for a large group of members.
What I have tried for the Business Units part, I once exported the user data in EXCEL, then imported after I have changed the business units assigned to the different users. Bu...
Category: Security (4)
'Set Active' button should only be displayed when it is applicable
'Set Active' button is used to move back to the previous stage of the process flow, but if you click the stage which is not applicable, it will remain greyed-out instead of blue, and nothing happens...
I have many requests from my customers that it is a confusing feature.
Category: Plug-ins, Workflow, and Web Services (0)
The incorrect information in CRM Help & Training- 'Excel 2007 is no longer supported'
I have found that the Microsoft CRM Help & Training page has published the wrong information. This should be looked at urgently.
The link below says '...including the desktop version of Excel (2007 and later)...'
Title : Get ready for the next release
URL : http://www.micr...
Category: Customization and Solutions (2)
SharePoint Integration : Ability to limit the access to a specific file
When integrated with CRM Online and SharePoint Online, a customer wants to access to a specific file which is related to a specific case.
e.g.) Assume you have a case called 'A' and a file called 'A-01'.
'A-01' contains the related data and information about the case 'A'.
SharePoint Integration : Ability to preview the content of a file in CRM Online
Clicking open SharePoint from the menu will take you to the file location in SharePoint Online.
I would like to just preview the content of a file before opening the actual file from the menu.
This functionality would lead to a great User Experience.
SharePoint Integration : Ability to view a file through Entities without opening another window
I have a request from a customer who wants to veiw a file (which is integrated with SharePoint Online) through Entities.
Currently, you can only view SharePoint documents by opening another windows in browser.
However, our goal here is that to view a SharePoint document directly within ...
The Template for Data Import - 'Opportunity Product' should have 'Opportunityid' look up field in Excel
The template for 'Ooportunity Product' does not include 'Opportunityid' as the default look up field in Ecxel Column.
Therefore, when you actually try to import the data, the error code says below;
[0x80040216] [The parent id is missing.]
It is very critical that the temp...
Category: General (1755)
Ability to transfer the data at a scheduled time in Dynamics CRM Online
It would be great to have a feature which can transfer the data between files at a scheduled time.
For example, once all users have finished their working hours at 6PM, the data they have saved in a specific file goes to the shared file automatically.
This cannot be done by w...
Category: Data Management (2)