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Export Report to Excel - Data Type Issue


I have noticed something odd with CRM 2011. When I export a report to excel all of the cell's come in as "General", even date's, numbers, and currency. This means that I cannot perform calculations on them without converting them first. This was not an issue in CRM 4.0. I know that the data ty...

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10 Comments

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STATUS DETAILS
Under Review

Phone Call Activity - Phone number auto-populate


Hi,

I noticed that if you open an Account Record and select from the ribbon, Add --> Phone Call, a Phone Call activity is created with the Recipient and Phone Number filled in.

If you are looking at an Account View (eg: Active Accounts), and you click on an Account, th...

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

STATUS DETAILS
Declined