User Profile

Advanced LookUp views doesn't set the custom view as Default.


When ever we set a Custom view as default, It gets changed only in the grids, If we navigate to Email and insert signature, The Advanced Lookup shows the system view as default instead of the custom view. It would be great if we set any custom view as default, Advanced Lookup also should set it t...

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Category: General (1841)

STATUS DETAILS
New

Charts are not working as expected.


Currently, We are having a behavior where charts are calculating the SUM with Base currency and Exchange rate(This is very confusing for the users because when ever we export the file, The sum in Excel and the chart shows different values just because the Charts are calculating the SUM with Base ...

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Category: General (1841)

STATUS DETAILS
New

The users places in the AAD security groups teams should get Security roles as well as business units.


Currently, If we create a AAD security group and add users to it, The users are only getting security roles that are assigned to the AAD security group, but users are not getting the business unit that are assigned to the AAD security group, It would be great if we implement a feature where when ...

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Category: General (1841)

STATUS DETAILS
New

Not able to filter the related entity fields in the Advanced find after saving the view.


Currently, We were not able to filter the related entity fields in the Advanced find after saving the view because fetchxml with linktype outer and condition having entityname is not supported in legacy advance find. It would be better if we were able to filter the related entity fields in the A...

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Category: General (1841)

STATUS DETAILS
New

Clicking Single line text field selects all the content


When ever we create a single line text field and add some data to it, After adding the data to it if we try clicking on that text that we have added, It selects all the content. It is difficult for our users to select the required text within the field. It would be better if we have the same beha...

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Category: General (1841)

STATUS DETAILS
New

Macro-enabled work templates in MSCRM


Currently, Macro-enabled work templates are not supported in CRM, We have few customers requested this option in CRM, Could you please consider this as a feature request and implement it in the future updates.

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Category: General (1841)

STATUS DETAILS
New

Bulk deletion millions of records takes a lot of time.


We use to delete records using bulk delete operation, While deleting millions of records the process runs for days and it takes a lot of time to delete those records. It would be better if you implement a feature where we should be able to delete those millions of records in some time, it shou...

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1 Comments

Category: General (1841)

STATUS DETAILS
New

Unable to generate Document templates for work order entity through Advanced Find.


We were not able to generate document templates(Excel and word) for work order entity through Advanced find, The buttons are greyed out. We have this feature enabled for few entities but not for work order entity. It would be better if we have this feature enabled for work order entity as well...

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Category: General (1841)

STATUS DETAILS
New

Need an option to enable Audits for all entities.


Currently we have a manually process to enable audit for entities instead it would be better if we get an option to select All Entities, So that we can enable Auditing for all the entities with one click. This will avoid having to either manually amend the audit settings for every entity. It w...

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Category: General (1841)

STATUS DETAILS
New

Security Roles are not visible on user profile if it is granted via team level.


Currently, If we add a user to a team and the security role that was assigned to the team won't be populated in Users Manage role. We have to assign the security role directly in-order to populate in the user profile. The security roles on the user record only display roles which have been all...

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Category: General (1841)

STATUS DETAILS
New
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