Forefront Identity Manager 2010 & Dynamics CRM


Forefront Identity Manager has no out of the box management capabilities of Dynamics CRM

Read more...
1 Comments

Read more...
1 Comments

Category: Security (4)

STATUS DETAILS
Under Review

Need CRM 2011 Mobility (Windows Phone 7) to be in aggressive plan.


When we asked at TechReady11 about a CRM 2011 Mobility play, the reply was that it is not in the plan.  This is a very big gap in our strategy.  Quite inconsistent with what Microsoft stands for.

Read more...
1 Comments

Read more...
1 Comments

Category: Mobility (0)

STATUS DETAILS

CRM does not have flexibility to create leads automatically from landing pages


Information coming from Internet marketing landing pages to CRM is not directly created as leads but as intermediate records. CRM does not allow converting these records as leads automatically. One has to manually convert intermediate records as leads through UI. It is difficult for users to a...

Read more...
1 Comments

Read more...
1 Comments

Category: Marketing Pages, Forms, and Surveys (128)

STATUS DETAILS
Needs Votes

Role-based Views


Submitted via MS WhiteSpace Program - #3667CRM doesn’t provide a consolidated view of roles and privileges at user level. CRM provides the flexibility to add multiple security roles to system users, but it doesn’t provide a consolidated view to identify roles and privileges that user p...

Read more...
1 Comments

Read more...
1 Comments

Category: ()

STATUS DETAILS
Under Review

CRM doesn't provide ability to create records with inactive status (Migrating Data)


Submitted via MS WhiteSpace Program - #3668Whitespace:  CRM doesn't provide the ability to create (through SDK method as well as from UI) records in inactive status. CRM ignores the value assigned to status code field at the time of creation record. I.e. Even though status code is assigned...

Read more...
2 Comments

Read more...
2 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review

Default relationships for CRM Custom Entities


Submitted via MS WhiteSpace Program - #3670In CRM during 1st time creation of an entity, there are relationships to Activities, Notes and connections which come with default checked with warning that once created can not be deleted. If its such a hard warning why are they checked by defaul...

Read more...
2 Comments

Read more...
2 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Declined

Role-based Views


Submitted via MS WhiteSpace Program - #3902Currently, CRM 2011 has role based forms which is possible only at the root Business Unit level. Also, we cannot associate views to security roles or users. For example, Siebel has the concept of Responsibility where we define the views and Forms ...

Read more...
0 Comments

Read more...
0 Comments

Category: ()

STATUS DETAILS
Under Review

System Views - Remove Lookup Views from Main System View List


Submitted via MS WhiteSpace Program - #3921Dashboards are one of the main selling points of Dynamics CRM 2011, however they require views to be created to query the data used in grids and charts.  Currently any views created for those purposes also show up in the Views list on the ...

Read more...
2 Comments

Read more...
2 Comments

Category: ()

STATUS DETAILS
Under Review

Dynamics CRM lacks Assignmet Manager capability


Submitted by MS WhiteSpace Program - #3949Customers would like automatic assignment of record ownership based on pre-defined criteria

Read more...
2 Comments

Read more...
2 Comments

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

STATUS DETAILS
Under Review

Dynamics CRM 2011 Platform natively batch aware


Submitted via MS WhiteSpace Program - #4009Our main competitor Salesforce.com has designed its platform batch aware. It means that all business logic (triggers, plugins, workflows, rules, ...)  that triggers on data loading (update, insert, upsert, delete, undelete) is considering a batch ...

Read more...
1 Comments

Read more...
1 Comments

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

STATUS DETAILS
Under Review