Set "Do not allow Bulk E-mails" fields searchable by default
One common search criteria that users who build Marketing Lists for email campaigns should always include into their Advanced Find search criteria is the "Do not allow Bulk Emails" flag on contacts (donotbulkemail). For some reason, this fields property "Searchable" has always been set by defa...
"Open in Excel Online" does not honor format settings, corrupts data during import
In CRM 2015 Online Update 1 when the user clicks "Export to Excel - Open in Excel Online", the contents of the CRM records view is not shown in the same format as specified in the CRM user's format settings. Instead the Excel Online window always uses the US format. Changing the user settings ...
Provide "Copy Record URL" feature in addition to "Email A Link"
Sending another CRM user a link to a specific record is a very common use case. There used to be a "Copy A Link" feature to take the current record URL to clipboard, but it was IE dependent and is no longer working in most scenarios. There is the "Email A Link" button on the Command Bar, but t...
Activities created via Social Pane should have Regarding field populated on Create event
When an activity like task is created from the Social Pane on the parent entity form, the system does not populate the Regarding field upon the first create event of the activity. Instead you can see from audit history that there's a second update event on the activity right after create, in w...
Azure CSP subscriptions not eligible for Customer Insights
When trying to configure the Marketing app, I get to the point where I try to create a new Customer Insights hub and then receive the error DisallowedProvider:
"The operation is not permitted for namespace 'Microsoft.CustomerInsights'. List of permitted provider namesp...
FRE process ends with Customer Insights in status "Failed"
I received a new Marketing preview instance yesterday and started the FRE provisioining process. I successfully created a new Customer Insights instance into my Azure account, based on the instructions from the Setup Guide. On the final Marketing Settings - Summary page of the FRE wizard, all ...
Allow Activity Feed Post create via Microsoft Flow
You can trigger a Microsoft Flow from Dynamics 365 Command Bar and create various posts, like messages in Microsoft Teams. Great! It would be really convenient if we could also replicate these messages as native Activity Feeds Posts inside Dynamics 365 database, thus directly visible on the en...