Workflow Condition checks a date field against "today"


It should be possible to state a workflow condition that checks whether the value of a record's date field has been passed.
Currently you can only verify the date field against a fixed date value (e.g. campaign.actualenddate >= 10.10.2010. )
But it is not possible, to set a condition lik...

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

STATUS DETAILS
Under Review

Reports "Order/Quote/Invoice" not offline available


The MS CRM 4.0 standard reports "Order", "Quote" and "Invoice" do not work offline (but they work online). The reason these reports not working offline is that a prefiltering with multivalue parameters is used and the Offline reporting does not support multivalue parameters. According to Mic...

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1 Comments

Category: ()

STATUS DETAILS
Under Review

Customization in MS CRM should not be restricted for system entities


The customization possibilities in MS CRM should be more general. If there is a customization feature it should be available concerning any entity in MS CRM. Some already existing features are not available concerning any entitiy. There are too many limitations you wouldn't expect when startin...

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Declined

Picklist codes should be alphanumeric


the picklist codes are currently integer value only.
Character fields would make permanent integration with other system (esp. SAP R/3) or migration from other sources much easier.
in current situation you always have to translate the value from other system into MS CRM picklist numeric ...

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2 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

System entities and Standard entities (esp. 'Product') should not have ownership "Organization"


Most system and some standard entities have the ownershp "Organization" in customizing tool. This should not be.
Especially to have Entity "Product" and other business process related entities should have "user" as ownership.
In case of haveing them organization wide available you st...

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2 Comments

Category: General (729)

STATUS DETAILS
Under Review