Automatically sort of dropdown lists based on locale
At the moment, if I create a dropdown list on Dynamics CRM (a picklist) I can sort it ascending or descending based on the system's default locale. However, this can be a pain for multi-language implementations.
One workaround is to use the onLoad event in Dynamics CRM forms to sort out...
Make country/region a dropdown list by default
I was wondering if it wouldn't be more appropriate to make the country/region field for address attributes in Dynamics CRM to be a dropdown list (pick list) instead of a textbox by default.
The only argument I tend to hear against this feature is when political/geographical changes tend...
Some way to localise entity records (eg: sales territories/regions, business units, etc)
Something I find a bit frustrating on Dynamics CRM is that I can't localise entitiy records, such as Sales Territories/Regions and Business Units. This makes things quite difficult for multinational implementations of Dynamics CRM. I think it would be great if we could localise records such as...
Access control for views and queries
I think it would be a great addition to CRM if we could assign different default views for different groups. For example, I might want he default ACCOUNTS view list for Account Managers to be X, and for Regional Managers to by Y.
Also, perhaps giving users the administrator to assig...
Allow GOTO in Workflows to jump between stages
Here is an idea I just had while looking into workflows for the sales pipeline (which is used by the Sale sPipeline report).
when designing Workflows, it would be great if we could add an action like GOTO STAGE. This would allow us to create more complex workflows, particularly when dea...
BUG: Sales Pipeline Dashboard (Funnel Graph) not showing when setting default currency
The default Sales Pipeline Funnel graph that shows on the Dynamics CRM Overview dashboard appears as blank when I select a default currency that isn't my base currency.
I was expecting the dasbhoard to, instead, show the values with my selected currency (doing the currency conversion).
BUG: Series not being correctly filtered in Dynamics CRM 2011 charts
As per the discussion in the Dynamics CRM partner forum: http://social.microsoft.com/Forums/en-US/partnerdynamicscrm/thread/dfa2a626-6b5b-40d0-9d8a-37d9bb96436a/
I noticed something when viewing opportunity charts in Dynamics CRM 2011 which I find quite confusing: It seems to me that th...
Set default currency for Business Units
I'd like to suggest that system admins should be able to specify a default currency for business units as well.
* Users would still be able to choose their default currency
* If a BU doesn't have a default currency selected, it would default to the base currency
Limit products per business units
I just came across a requirement for a specific client in Dynamics CRM 2011 which I believe that should be an out-of-the-box feature for future versions.
When adding products, admins should be able to limit the product to specific Business Unit(s).
I just came across a client tha...
Suggestion: KPIs on Dynamics CRM views
Hi,
I'd like to suggest that for an upcoming version of Dynamics CRM for Microsoft to consider adding the possibility of adding KPIs and other sort of conditional formatting to rows and columns. Something similar to Excel, where we can conditional format cells with Icon Sets, Colour Sca...