CRM 2011 Outlook?????????????????????
Dynamics CRM 2011 Outlook??????????????????????????????????????????
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Export the Global Option Set values directly to Excel
Users should get the option to export the values of Global Option set directly to Excel which will help the users to directly export the values of Global Option Set to Excel.
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Office365???????????CRM??????????????????????????
CRM AL 2013 : Inline view functionality after editing in quote is working differently than the OOB view
-User whenever goes to Quotes in Sales and opens up the edited version of "Quote product Inline Edit View" which is named as "Quote product Inline Edit View without discount" it does not show the Product Name as it shows in "Quote product Inline Edit View
Duplicate Account/Contacts when promoting a Lead to an Opportunity
When a Lead is promoted to an Opportunity new Account and Contact records are created "by design." If you have a duplicate detection rule set up a dialog box is displayed, warning of possible duplicates for Accounts or Contacts.
There should be a set up option that forces the user to p...
CRM 2013 - Users are able to edit read only fields after reactivating a record, bug!
Same on all entities we've tested so far, on multiple CRM's Online and On-Prem
Create Contact with a read only field (field is read only)
deactivate the contact (field is read only still)
activate the contact (field is now editable)
close...
When printing a case record, complete data of a multi line text field is not printed when there is a scrollbar on the field
When printing a case record, complete data of a multi line text field is not printed when there is a scrollbar on the field. Same behavior is experienced by multiple users on multiple workstations and in Non-Microsoft browser (Google Chrome) and CRM for Outlook addin. Print preview form show c...
Submit error reporting while navigating in CRM 2013
Once customer click on any entity and then navigate away from that page by clicking on back button in IE 10, he is getting error reporting (Generic Error) page with buttons to "Send" or "Dont Send" buttons. Although this can be disabled from privacy options under CRM settings but needs a fix ...
Convert Lead dialog box
The convert lead dialog box dissapeared after the rollup 2012, last december/januari (2012/2013). Now, everytime you qualify a lead, three records are created. This is annoying since it is not always wanted to create three (most of the times it isn't) and therefor it pollutes the databas...
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales
Sincerely,
Paramita Chatterjee
PM, Microsoft.
Make the Sales Attachments like Connections to the Sales Literature
Suppose I want to use the Sales Literature feature like a "bucket" for all of the things needed to make a Sale: product sheets, rate sheets, standard contracts, resumes, etc. This is great because when I set the Regarding of an Email and attach a Sales Literature "bucket", all the Sales Attach...
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