Matching the values in the PSA radial graph
The graphic in PSA about the progress of the billing it is based in the total amount (including taxes, discounts, etc) and the estimate cost is not including taxes or discounts, at the end the project will be billing with the estimated cost and the radial graph is not matching with the total amou...
Category: Project Service Automation (167)
Email engagement is changing the CRM URL's to open records
We have an email template where it is included CRM URL's record to oppen the record once the recepient receive the email (the business process is approve one quote). https://crmtipsbyprm.wordpress.com/2015/10/28/add-record-url-in-email-template-dynamics-crm/ When email engagement is enable the...
Category: Account, Contact, Calendar and Activity Management (686)
The field confirminterest in lead and opportunity has a negative logic
Forms Pro (Customer Voice) Include security to share the Survey
In order to see the survey results in Dyn CE as form pro view, it requests share the survey. But Sharing the forms can allow users modify it. We request a security to share only the results to users. Replication: 1) Using advance find make a query to Customer Voice results surveys 2) Open a re...
Category: Survey Distribution (63)
Bulk delete in UCI is not available
Bulk delete in web classic was available in the ribbons and it helps to user immediately create an advanced find and exceute the bulk delete. Now in UCI is not possible to use bulk delete in the ribbons or even delete thru advance find. Customers are requesting return back or set a similar func...
Category: Unified Interface (644)
Be able to link 2 o more surveys without include thanks message or sent survey
Customer is having some long questions in surveys and they need to link a second survey but in first survey they need to use finish buttom and getting Thanks message before to start the second surveys so customer could not continue. The request is the possibility to customize the thanks message ...
Category: Survey Design (132)
DataSources with “completed with warnings”
Due the datasoruce refresh is only refreshing the datasource and not the system processs (Match, Merge, Serach) customer set a Refresh Schedule to refresh shared data sources and run system process every day at X Time
Category: Data Ingestion (24)
Inquirying Progress Datils for one Datasource display all datasources information
Cannot open PDF files in dyn 365 for phones and tables when are stored in sharepoint integration Android
Customer has SharePoint integration setup and the files are storage there, so when customer wants to open a PDF file thru the Dyn 365 mobile application it shows two options, open with PDF reader of Drive and Chrome
If they Select PDF reader of Drive the systems try to open ...
Category: Mobile Application (63)
msdyn_businessclosure entity is not retrieving data in SSRS XML fetch
Customer wants to create a Report using SSRS, so they are using the connection type “Microsoft Dynamics 365 Fetch” in Visual Studio thru Query Builder wizard , the idea is paste the XML fetch built in an Advanced find in Dynamics CE. In Advanced find is retrieving data but pasting the same XM...
Category: Resource Scheduling Optimization (56)