User Profile

Inheritance on Entities or Copy Entity


I'd like to be able to create a new entity that either inherits the attributes from another entity, or to create a new entity based on a "template" of an entity. For example, we often find ourselves creating new entities similar to contact and account, and it would be so much easier to be abl...

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1 Comments

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1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review

Need high availability to handle CRM Online outages


CRM Portals is dependent on connectivity to CRM Online, and the portal will be down or suffer degraded user experiences when there CRM Online service outages caused by unplanned service interruptions and scheduled maintenance. For example, during an outage, only server-side cach...

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1 Comments

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1 Comments

Category: Platform (2)

STATUS DETAILS
Planned

Entity Permissions should not trigger linked entities query limit


Entity Permissions modify the FetchXml when retrieving data from the CRM. This often results in getting a 'Number of link entities in query exceeded maximum limit' exception when dealing with moderately sophisticated data models with multiple or nested relationships. Another situation whe...

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2 Comments

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2 Comments

Category: Platform (2)

STATUS DETAILS
Planned

Implementation dependency management


CRM Portals implementations are a combination of CRM data and CRM schema, where the CRM data and schema have quite a diverse set of dependencies upon themselves and each other.

It becomes a very big challenge to understand all the dependencies and interrelationships between the data an...

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1 Comments

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1 Comments

Category: Platform (2)

STATUS DETAILS
New

Add Portals as a new 'product' to CRM Roadmap site to find information more easily


CRM Portals should be its own product on the Dynamics CRM Roadmap site so that we can more easily find and filter on information regarding upcoming and released features about CRM Portals. Having it mixed in within the generic CRM Online produ...

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0 Comments

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0 Comments

Category: ()

STATUS DETAILS
New

Entity Permissions should be assignable to specific features and not apply globally


Entity Permissions currently work in a way that all entity permission records that apply to a given entity and the logged in contact's web role are evaluated when operating on a record. This scheme falls apart once you have hundreds of entity permissions, because you can't tell what ...

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2 Comments

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2 Comments

Category: Platform (2)

STATUS DETAILS
Declined

Add a Custom CSS field to Entity Form and Web Form Step


The web page entity has both a Custom JavaScript and a Custom CSS field for outputting inline JavaScript and CSS on the web page. However, the Entity Form and Web Form Step entities only have a Custom JavaScript field.

I would like to see a Custom CSS field also added to the Entit...

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2 Comments

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2 Comments

Category: Platform (2)

STATUS DETAILS
Planned

Ability to have metadata records conditionally apply to Entity Forms and Web Forms


Web applications with business logic need the ability to dynamically control rules that apply to fields in a form. Common such needs are dynamically controlling when a validator will be applicable to a field as well as the visibility of a field. The most common examples are needing&n...

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1 Comments

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1 Comments

Category: Platform (2)

STATUS DETAILS
Planned

Support multiple modes for a single Entity Form


Entity Forms currently have the modes of Insert, Edit, and ReadOnly. This results in a lot of duplication of Entity Forms and related metadata records because data-oriented applications need to perform all 3 actions on the data being managed. It takes 3 times more effort to create applica...

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0 Comments

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0 Comments

Category: Platform (2)

STATUS DETAILS
New

Unify Entity Forms and Web Forms (i.e. get rid of Web Form Steps)


Entity Forms and Web Forms have a lot of overlapping concepts, this is a historical artifact of Web Forms having been implemented prior to Entity Forms. A Web Form Step is essentially an Entity Form, and they have a very high overlap in fields and related records (e.g. metadata).

Web F...

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1 Comments

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1 Comments

Category: Platform (2)

STATUS DETAILS
New
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