Public Profile
  • Click Behavior of Navigation Buttons in Outlook Client

    In the CRM 2011 Client for Outlook the click behavior for the navigation buttons is different than in the web client whereby:
    1.) You click on a navigation button such as "Administration"
    2.) In the Admin area, you click on the Security Roles button. The Security Roles view appears.
    3.) You go back to the Left Nav area and click the Administration button again.

    You would expect the Administration area would refresh, taking you back to the root menu. Instead the button does not refresh the area. You need to click another Navigation button, which takes you out of the area, then click the Administration button again to bring yoyu back to the root menu.

    It would be nice if clicking the button again would refresh the area the way the Web Client behaves.

  • Quick Create Activity tile does not open Quick Create form

    If you create a Quick Create form for an Activity and enable the entity for Quick Create, when you click the Activity's Quick create tile, the Quick Create form will not open. This is true for the Activities Pane, Subgrids, etc.

    This feature should be added to allow users to use the Quick Create forms that are available for these entities (both system and custom Activities).