User Profile

Please enable users to edit the Opportunity Close Form


There is no supported way to add new field or delete existing field in order to edit the Opportunity Close Form.

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2 Comments

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2 Comments

Category: General (1798)

STATUS DETAILS
Completed

CRM keeps acting strange with server-side synchronisation and Email Router settings


Using server-side synchronisation and Email Router on CRM Online never seems to work correctly, and it is rather unstable.
Customers keep getting an error message such as 'An error occurred while creating the incoming email "xxx" in Microsoft Dynamics CRM for the mailbox ', and there has ...

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4 Comments

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4 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Completed

Report function should match the layout of the original data to export


When you export a report, sometimes it can get too much blank space or it does not even fit in a frame depending on which data you are about to export.
Data can be from Excel or Word.

Therefore, it would be really great that if report function can match the layout of the original d...

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0 Comments

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0 Comments

Category: ()

STATUS DETAILS
Completed

Showing/hiding ‘Done’ button in Activity Feed


On the form, my customer would like to either show or hide ‘Done’ button for POSTS, ACTIVITIES, and NOTES in Activity Feed on GUI.

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0 Comments

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0 Comments

Category: ()

STATUS DETAILS
Completed

Request to link all the email address to Email Activities


Dynamics CRM Online can only link the very first email address which was synced with Mailbox to Email Activities.
This is because Mailbox is running under the operation called ‘Find Best Owner’ when there are incoming emails in Mailbox.

However, if you have multiple email address, ...

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0 Comments

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0 Comments

Category: ()

STATUS DETAILS
Completed

Ability to create new Account records from Customer field in Order entity


It would be very useful if you can create a new Account record from a potential customer field in Order entity.

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1 Comments

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1 Comments

Category: General (1798)

STATUS DETAILS
Completed