Quote, order, and invoice product detail availability on views and advanced find
A customer wants to use advanced find or views for products on orders but that functionality is not available. I feel that you should be able to view product details when using advanced find or creating custom views.
Even if limited to existing products, to avoid not having a key to the...
Add a plugin message for ManyToMany association changes
There is a need to be able to execute a plugin event when any change is made on a ManyToMany relationship. Currently neither record is updated when an association is added or removed between two records so no plugin message can be used to execute custom code. A "hack" involving setting IsCust...
Ability to add relationships to e-mail template entity
It's possible to create 1:N and N:1 relationships for the mail merge templates and it'd be useful for this to be possible for e-mail templates as well.
Specifically, sometimes customizations require selecting an email template to be used. Currently all I can do it use a text field and h...
Restore the ability to add shortcut keys to custom menu options
ToolTipShortcutKey is documented as "This element is not used in Microsoft Dynamics CRM." in all of the ribbon elements. One of my CRM 4 customers used custom shortcut keys extensively for custom menu options. I do not see any supported method to add shortcut keys in CRM 2011. Another customer...
Automatically close extra browser window when CRM starts in application mode
When opening CRM in application mode the initial browser window prompts with "The webpage you are viewing is trying to close the window. Do you want to close this windows?".
Update default.aspx so the extra browser window will close automatically when CRM is started.
Switch payment terms and ship method to global option sets
Optionsets for payment terms and ship method are in the customeraddress, account, contact, quote, order, and invoice entities. Shipping method is even in three places in the account and contact entities. It is very cumbersome, and prone to error, to have each of the optionsets populated with i...
Workflow update/create - need a convenient way to update fields which are readonly on the form
If a field is read-only on the entity's form then it will be read-only on the workflow create or update steps for that entity. As a workflow may be intended to update these very read-only fields this is often not practical.
To work around this it is necessary to, at least temporarily, c...
Supported method to look up entity object type code (OData)
Looking through the supported objects in the OData/REST functionality one omission is the entity table itself. It would be good to have an "EntitySet" added to look up entity information such as the ObjectTypeCode for a given entity.
Although the OData sets allow lookups to saved queri...
Updating the fetchxml/filter on a subgrid
In CRM 2011 it used to be possible to use something like gridcontrolvar.control setParameter('fetchxml',fetch); but I see no way to do this in CRM 2013. Without being able to use document.getElementById to retrieve the grid control due to cross browser compatibility changes I don't see a way...
Option to not deploy WebResources from visual studio
The Crm Developer Toolkit that comes with the SDK is really useful for organizing and deploying a project without having to manually run the plugin deployment and move files around. However, it seems to deploy all of the web resources every time even if they haven't changed. This can become a ...