Infinite Loop Detection on Approval Workflows
Many customers require workflows for approval cycles where records
require approval/rejection with comments SharePoint style. When
running a workflow from within another workflow (often needed in
approval workflows) the infinite loop detection can prevent multiple
approval cycles b...
Checkbox onchange event should fire when checkbox clicked, not lost focus.
In CRM4, when an onchange javascript event is enabled on a checkbox
field, the event is only fired when the checkbox has lost focus. This is inconsistent behaviour to other fields from the user’s perspective, so can this event be fired onclick? Currently the work around is to manually attac...
Deduplication matchcode size
Currently, a duplication detection rule matchcode can only comprise of a maximum of 450 characters. What’s worse is that when the status field is added, this takes up 255 characters. This effectively means that duplication rules can only be created on a very small number of fields. The value o...
Parent/Child Pipeline Context and Transaction Enhancements
Currently with CRM 4, if you need a plug-in step to respond to a Create message on an entity (for example) irrespective of how this was initiated (through the UI, W/F, Parent Pipeline/Platform event),
the only way to do this is by creating a child pipeline step. Because child pipelines run ...
Customisation of close activities
Currently we cannot customise the close activities (opportunities etc). I would like to be able to add more fields to this activity so that the close dialogue prompts the user for this new information, as well as customise the form layout to enable the customer to collect the information they ...
Customised entity names not reflected on the convert campaign dialogue
When a quote/opportunity/order entity name is customised, the convert campaign response screen does not reflect the customised names. The dialogue text content should be customisable, since not having entity name customisations reflected on these dialogue forms is seen as a bug by customers.
Customer Lookup
Client Solutions nearly always require a custom ‘Customer’ lookup so that a custom field can be added to any entity to allow lookup to either an ‘Account’ or ‘Contact’. Currently an ugly javascript workaround has to be used involving two relationships.
Add SDK method to query the 'core' ribbon labels ($Resources)
There is currently no interface in the Microsoft Dynamics CRM SDK for querying the labels that are used in the Core Ribbon.
E.g. I cannot use the SDK to retrieve the English value for the following label:
LabelText="$Resources:Ribbon.HomepageGrid.account.Record.Merge.MergeRecords"
Allow custom 'Business Process Error' dialog text
When a InvalidPluginExecutionException is thrown by custom Plugin code, it would be good to add an additional property to the exception that allows changing the standard 'Business Process Error' header in addition to the actual message text.
Solution configuration page is not loaded from cache
When a solution configuration page is configured, CRM does not use the webresource cache mechanism that is used everywhere else.
When the configuration page is shown, all webresources are re-downloaded even if they are currently cached by the browser, resulting in reduced performance a...