Forefront Identity Manager 2010 & Dynamics CRM
Forefront Identity Manager has no out of the box management capabilities of Dynamics CRM
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.
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...
Role-based Views
Submitted via MS WhiteSpace Program - #3667
CRM 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...
CRM doesn't provide ability to create records with inactive status (Migrating Data)
Submitted via MS WhiteSpace Program - #3668
Whitespace: 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...
Default relationships for CRM Custom Entities
Submitted via MS WhiteSpace Program - #3670
In 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...
Role-based Views
Submitted via MS WhiteSpace Program - #3902
Currently, 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 ...
System Views - Remove Lookup Views from Main System View List
Submitted via MS WhiteSpace Program - #3921
Dashboards 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 ...
Dynamics CRM lacks Assignmet Manager capability
Submitted by MS WhiteSpace Program - #3949
Customers would like automatic assignment of record ownership based on pre-defined criteria
Dynamics CRM 2011 Platform natively batch aware
Submitted via MS WhiteSpace Program - #4009
Our 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 ...