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Prevent Server-Side Sync from sending appointment email notifications to external recipients
Prevent Server-Side Sync from sending appointment email notifications to external recipients
When an appointment is created in CRM and an internal user an external contact is added in the required field, we see the external contact receiving an email notification instead of the appointment.
Steps to reproduce the issue.
Creating an appointment in CRM and click on save
- Create two users in CRM
- One is internal CRM user
- Second is external contact
- Then login to CRM
- Click on Sales
- Click on appointment
- In required we added internal user and external contact
- And click on save.
Observation:-
We see now that the internal user get the appointment synchronize in the outlook and the external contact get email.
Ask:-
We would like the appointments to synchronize in the same way for external contact as it happens for the internal user.
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In order to view that N: 1 relationship Quick View Forms must be used in conjunction with the sub grid that is embedded in the Quick View form. As you can see we have a lookup field on the account which created an N: 1 Relationship from Account to a Team. The quick view form allows us to look at that specific Team and the users apart of that team.
Steps to reproduce the issue.
Login to CRM UI
Click on sales
Click on Account
Open a current account
Click on Form
Click on Section
Double click Primary contact
Double click on it
Click on edit
Click on insert
Click on Sub grid
Create a new name (Case)
Under Data Source
Record –select --Only related record
Entity—select --Case (Customer)
Default view—select -- All case
Click on set
================================
Chart View
Click on Sub grid
Create a new name
Create a new name (Case)
Under Data Source
Record –select --Only related record
Entity—select --Case (Customer)
Default view—select -- All case
Chart Option--cases by priority (per day)
Check mark--the show chart only
Click on set
And then double click on the form
Then click on formatting
On Row layout--number of row make it 13, where default is 5
Observation:-
We have checked and confirmed that the if we perform the above mentioned steps in CRM 2015 and 2013 it’s working fine as per the customer requirement.
But it’s not replicating the same behavior in CRM 2016 all versions.
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Unable to change the �Look IN view� after clicking on quote product and click on look up of more records in Product.
CRM 2015 update 0.2When we click on salesàQuotesàNew Quotesàthen we add a new quote Product --Click on Existing Product--Click on Look up More Records-- Then the “Look In” View cannot be changed its grey out"
+ Clicked on Sales
+ Clicked on Quotes
+ Clicked on New Quotes
+ Add the required details which are mandatory
+ Then click on Save
+ Then we clicked on Form Editor
+ Added a new Sub-Grid
+ Named as Quotes Product
+ Label the name Quote Product
+ Then check mark the “Display label on the form”
+ ON the data Source Column
+ We have select “Only Related Records” for Records
+ Then On Entity – we have done the changes – Quote Products (Quote)
+ Then on Default View—we have done the changes – All Quote Product
+ Then click on Set
+ Then click on HOME Tab
+ Then click on Save
+ Then Publish
+ Then close the from editor window
+ Refresh the CRM URL
+ Then you can see the New Sub-Grid is added on the page
+ Click on the (+) icon
+ A new window will appears
+ Then select on “Existing Product” lookup
+ Click on “Look up More Records”
+Then the Look UP Record window open
+ And then we can see the “Look For” and “Look IN” are grey out
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