Administration Tools


It would be great if the following tools / enhancements were added to the Customization tools in CRM. - Export (SRS Report, etc.) a list of field definitions (field name, settings, values - if a pick list, form, section, etc.) out of an SRS Report. Clients ask for this frequently. ...

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Workflow Imports


When moving workflows between environments (e.g. Dev, Test, Prod) it would be great if we did not have to go into each of the workflows to update GUID references for Queues, Users, etc.

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1 Comments

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1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

CRM Configuration Exports


It would be great if it was possible to export (SRS Report, etc.) - a list of field definitions (field name, settings, values - if a pick list, form, section, etc.) out of an SRS Report. Clients ask for this frequently. - the definition of a workflow so that it can be reviewed by the b...

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS

Field Administration (sort by modified date)


It would be great if it was possible via the admin tool to: - Make bulk changes either through a front end utility or though the DB to set field level settings like "required", "searchable", and "description". Also, make it easier to see in the list which fields are used on the form (t...

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Entity Administration


It would be great if it was possible via the admin tool to: - Enable the primary attribute on an entity to be an auto-number / identity field (It would be great to have this as a field type anyway. It would also be great if it might be possible to prepend one of a number of text prefix...

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS

Roles Administration


It would be great if it was possible via the admin tool to simplify the out of the box Roles. It might make sense to have a "Standard User Role" where global settings can be configured, and then secondary roles that could add additional functionality. It becomes tedious to configure multiple r...

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3 Comments

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3 Comments

Category: Security (4)

STATUS DETAILS
Under Review

Form Controls


It would be great if it was possible via the admin tool to:- Access an in-line grid editing control for manipulating child records in CRM. For example, on the Sales Order, it would be great if there was a grid (like Excel) for adding the Sales Order Lines. We have implemented a third p...

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0 Comments

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0 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Ability to merge all entity types


It would be great if it was possible to merge of marketing lists, opportunities, and cases.

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Primary attribute changes (autonumber / identity, increased length)


Enable the primary attribute on an entity to be an auto-number / identity field (It would be great to have this as a field type anyway. It would also be great if it might be possible to prepend one of a number of text prefixis to the number.). Enable the primary attribute to be extended if a n...

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

CRM Autonumbering for new Entities


It would be great if it was possible via the admin tool to: - Enable the primary attribute on an entity to be an auto-number / identity field (It would be great to have this as a field type anyway. It would also be great if it might be possible to prepend one of a number of text prefix...

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2 Comments

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2 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review