Customer Engagement & Dynamics CRM Forum

Since we upgraded to V9.1, we have some functionality that is not working. On our opportunity, we list the related client and then the contact at that client/account.  We have set up a lookup field as shown below and it production, this is working correctly and the only contacts displayed are from the related company but in our sandbox which has been updated, we are able to search for a contact and all contacts that meet that criteria are displayed. Has anyone else experienced this issue?



------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
------------------------------

Hi Laura,

Yes!  We went to implement some related records filtering and noticed that it didn't work in a particular situation.

1. Is in the Unified Interface
2. Is on a quick create form

We submitted a support request a few weeks ago and I suggest you do this as well.  The just got back to me today with the following response.



------------------------------
Travis Judd
CRM Developer
Trek Bicycle Corporation
WATERLOO WI
------------------------------

Original Message:
Sent: 11-28-2018 12:25 PM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

Since we upgraded to V9.1, we have some functionality that is not working. On our opportunity, we list the related client and then the contact at that client/account.  We have set up a lookup field as shown below and it production, this is working correctly and the only contacts displayed are from the related company but in our sandbox which has been updated, we are able to search for a contact and all contacts that meet that criteria are displayed. Has anyone else experienced this issue?



------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
------------------------------

Travis,

I would escalate with Microsoft.   That answer is not acceptable IMHO and if you push MS, they usually do more..

------------------------------
Beth Burrell , MCP - MCSE - MCT

Wesley Chapel FL
------------------------------

Original Message:
Sent: 11-28-2018 02:48 PM
From: Travis Judd
Subject: Related lookup not working after V9.1 upgrade

Hi Laura,

Yes!  We went to implement some related records filtering and noticed that it didn't work in a particular situation.

1. Is in the Unified Interface
2. Is on a quick create form

We submitted a support request a few weeks ago and I suggest you do this as well.  The just got back to me today with the following response.



------------------------------
Travis Judd
CRM Developer
Trek Bicycle Corporation
WATERLOO WI

Original Message:
Sent: 11-28-2018 12:25 PM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

Since we upgraded to V9.1, we have some functionality that is not working. On our opportunity, we list the related client and then the contact at that client/account.  We have set up a lookup field as shown below and it production, this is working correctly and the only contacts displayed are from the related company but in our sandbox which has been updated, we are able to search for a contact and all contacts that meet that criteria are displayed. Has anyone else experienced this issue?



------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
------------------------------

Thanks Beth!

I agree and would normally pursue it further but since this isn't a breaking issue (we found the issue when in development of a new feature) and we are okay with that particular response.  Typically they've been able to get fixes out within a month of them discovering the issue.

There are other tickets that I am pursuing further.

------------------------------
Travis Judd
CRM Developer
Trek Bicycle Corporation
WATERLOO WI
------------------------------

Original Message:
Sent: 11-29-2018 08:04 AM
From: Beth Burrell
Subject: Related lookup not working after V9.1 upgrade

Travis,

I would escalate with Microsoft.   That answer is not acceptable IMHO and if you push MS, they usually do more..

------------------------------
Beth Burrell , MCP - MCSE - MCT

Wesley Chapel FL

Original Message:
Sent: 11-28-2018 02:48 PM
From: Travis Judd
Subject: Related lookup not working after V9.1 upgrade

Hi Laura,

Yes!  We went to implement some related records filtering and noticed that it didn't work in a particular situation.

1. Is in the Unified Interface
2. Is on a quick create form

We submitted a support request a few weeks ago and I suggest you do this as well.  The just got back to me today with the following response.



------------------------------
Travis Judd
CRM Developer
Trek Bicycle Corporation
WATERLOO WI

Original Message:
Sent: 11-28-2018 12:25 PM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

Since we upgraded to V9.1, we have some functionality that is not working. On our opportunity, we list the related client and then the contact at that client/account.  We have set up a lookup field as shown below and it production, this is working correctly and the only contacts displayed are from the related company but in our sandbox which has been updated, we are able to search for a contact and all contacts that meet that criteria are displayed. Has anyone else experienced this issue?



------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
------------------------------

​Thanks to both of you for your reply.  We are submitting a ticket to MSFT as well.  Hope this is fixed quickly!
thanks,
Laura

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
------------------------------

Original Message:
Sent: 11-28-2018 02:48 PM
From: Travis Judd
Subject: Related lookup not working after V9.1 upgrade

Hi Laura,

Yes!  We went to implement some related records filtering and noticed that it didn't work in a particular situation.

1. Is in the Unified Interface
2. Is on a quick create form

We submitted a support request a few weeks ago and I suggest you do this as well.  The just got back to me today with the following response.



------------------------------
Travis Judd
CRM Developer
Trek Bicycle Corporation
WATERLOO WI

Original Message:
Sent: 11-28-2018 12:25 PM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

Since we upgraded to V9.1, we have some functionality that is not working. On our opportunity, we list the related client and then the contact at that client/account.  We have set up a lookup field as shown below and it production, this is working correctly and the only contacts displayed are from the related company but in our sandbox which has been updated, we are able to search for a contact and all contacts that meet that criteria are displayed. Has anyone else experienced this issue?



------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
------------------------------

@Travis Judd our issue is now resolved. We did not change anything, but it is now working correctly.  We had a call with MSFT today and they indicated that they had not pushed anything but I don't know how else it would have fixed itself?  Does yours seem to be resolved or is it still not working correctly?​
thanks! Laura

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
------------------------------

Original Message:
Sent: 11-29-2018 10:14 AM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

​Thanks to both of you for your reply.  We are submitting a ticket to MSFT as well.  Hope this is fixed quickly!
thanks,
Laura

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS

Original Message:
Sent: 11-28-2018 02:48 PM
From: Travis Judd
Subject: Related lookup not working after V9.1 upgrade

Hi Laura,

Yes!  We went to implement some related records filtering and noticed that it didn't work in a particular situation.

1. Is in the Unified Interface
2. Is on a quick create form

We submitted a support request a few weeks ago and I suggest you do this as well.  The just got back to me today with the following response.



------------------------------
Travis Judd
CRM Developer
Trek Bicycle Corporation
WATERLOO WI

Original Message:
Sent: 11-28-2018 12:25 PM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

Since we upgraded to V9.1, we have some functionality that is not working. On our opportunity, we list the related client and then the contact at that client/account.  We have set up a lookup field as shown below and it production, this is working correctly and the only contacts displayed are from the related company but in our sandbox which has been updated, we are able to search for a contact and all contacts that meet that criteria are displayed. Has anyone else experienced this issue?



------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
------------------------------

It still isn't working for us.

Are we on the same version?

It is only replicated in the unified interface quick create form.

Let me know if you are on the next version.

------------------------------
Travis Judd
CRM Developer
Trek Bicycle Corporation
WATERLOO WI
------------------------------

Original Message:
Sent: 11-30-2018 03:16 PM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

@Travis Judd our issue is now resolved. We did not change anything, but it is now working correctly.  We had a call with MSFT today and they indicated that they had not pushed anything but I don't know how else it would have fixed itself?  Does yours seem to be resolved or is it still not working correctly?​
thanks! Laura

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS

Original Message:
Sent: 11-29-2018 10:14 AM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

​Thanks to both of you for your reply.  We are submitting a ticket to MSFT as well.  Hope this is fixed quickly!
thanks,
Laura

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS

Original Message:
Sent: 11-28-2018 02:48 PM
From: Travis Judd
Subject: Related lookup not working after V9.1 upgrade

Hi Laura,

Yes!  We went to implement some related records filtering and noticed that it didn't work in a particular situation.

1. Is in the Unified Interface
2. Is on a quick create form

We submitted a support request a few weeks ago and I suggest you do this as well.  The just got back to me today with the following response.



------------------------------
Travis Judd
CRM Developer
Trek Bicycle Corporation
WATERLOO WI

Original Message:
Sent: 11-28-2018 12:25 PM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

Since we upgraded to V9.1, we have some functionality that is not working. On our opportunity, we list the related client and then the contact at that client/account.  We have set up a lookup field as shown below and it production, this is working correctly and the only contacts displayed are from the related company but in our sandbox which has been updated, we are able to search for a contact and all contacts that meet that criteria are displayed. Has anyone else experienced this issue?



------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
------------------------------

Yes, we are on the same version. We were having the issue in the normal interface.  i check the Unified Interface and we do not have an issue there either.​

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
------------------------------

Original Message:
Sent: 11-30-2018 04:04 PM
From: Travis Judd
Subject: Related lookup not working after V9.1 upgrade

It still isn't working for us.

Are we on the same version?

It is only replicated in the unified interface quick create form.

Let me know if you are on the next version.

------------------------------
Travis Judd
CRM Developer
Trek Bicycle Corporation
WATERLOO WI

Original Message:
Sent: 11-30-2018 03:16 PM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

@Travis Judd our issue is now resolved. We did not change anything, but it is now working correctly.  We had a call with MSFT today and they indicated that they had not pushed anything but I don't know how else it would have fixed itself?  Does yours seem to be resolved or is it still not working correctly?​
thanks! Laura

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS

Original Message:
Sent: 11-29-2018 10:14 AM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

​Thanks to both of you for your reply.  We are submitting a ticket to MSFT as well.  Hope this is fixed quickly!
thanks,
Laura

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS

Original Message:
Sent: 11-28-2018 02:48 PM
From: Travis Judd
Subject: Related lookup not working after V9.1 upgrade

Hi Laura,

Yes!  We went to implement some related records filtering and noticed that it didn't work in a particular situation.

1. Is in the Unified Interface
2. Is on a quick create form

We submitted a support request a few weeks ago and I suggest you do this as well.  The just got back to me today with the following response.



------------------------------
Travis Judd
CRM Developer
Trek Bicycle Corporation
WATERLOO WI

Original Message:
Sent: 11-28-2018 12:25 PM
From: Laura Mortick
Subject: Related lookup not working after V9.1 upgrade

Since we upgraded to V9.1, we have some functionality that is not working. On our opportunity, we list the related client and then the contact at that client/account.  We have set up a lookup field as shown below and it production, this is working correctly and the only contacts displayed are from the related company but in our sandbox which has been updated, we are able to search for a contact and all contacts that meet that criteria are displayed. Has anyone else experienced this issue?



------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
------------------------------