Microsoft Dynamics CRM 2011 - Option to change the sharing permissions for the child record that is related to a parent record
Require to have an option to change the share permissions on a child record that is related to a parent record in CRM 2011.
Scenario
======
There is a configurable cascading between two entities, in which the cascade for Sharing is set to “Cascade All”. If the parent entity ...
Microsoft Dynamics CRM 2011- Service calende is not showing the blocked time for the optional attentdee
After a user in CRM accepts the optional appointment created in CRM by another user, the service calendar for the accepting user do not get updated accordingly and still shows that he is available for that time.
Steps
====
1. Access CRM Organization.
2. There are multiple ...
Microsoft Dynamics CRM 2011- Service calende is not showing the blocked time for the optional attentdee
After a user in CRM accepts the optional appointment created in CRM by another user, the service calendar for the accepting user do not get updated accordingly and still shows that he is available for that time.
Steps
====
1. Access CRM Organization.
2. There are multiple u...
CRM 2013 | Adding the Process (Process Id) entity for the conditional statement in opportunity workflow.
Add the Process (Process Id) entity of 'unique identifier' data type in the list while creating a conditional statement in the workflow for Opportunity entity.
CRM 2013 - Option 'none' under System settings for 'Set default telephony provider'
There should be an option called 'none' under System Setting > 'Set default telephony provider' so that a user who do not wish to use Lync or Skype must not get the hyperlink on default field 'Phone'.
Read-only fields get enabled when record is reactivated CRM 2013
The read-only field for any record in the CRM 2013 Organization becomes editable while trying activating this after deactivating.
If we activate a deactivated record without closing a form, all the fields gets enabled including the one which are read-only. I have also noticed that we cl...
CRM - 2013 - Mobile form - Remove relationship
The user should be able to customize both CRM Mobile form or main (web) form explicitly so that if required by business the relationship can be removed only from mobile form and the same can be kept intact on web maim form. As for now the user if tried removing the relationship form the CRM we...