User Profile

Does not allow to remove relationship only


Submitted via MS WhiteSpace Program - #4064
Remove just relationship from sub-grid between parent and child records

As per our customer requirement:
 
In an 1:N relationship between two entities, e.g. Account and contact, go to account form and go to contacts navigation; I see ...

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
Under Review

CRM lacks default Dashboard option for teams.


Submitted via MS WhiteSpace Program - #4110
Customers often create dashboards for teams and they assign/share it to them. But there is no way to ensure they define the default dashboard for a particular team.

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
Under Review

Limitations on CRM Duplicate Detection Rule defination


Submitted via MS WhiteSpace Program - #4117
In CRM Duplicate Detection Rule Specification one can have only a rule with max match code of 450, which looks great only when the rule includes only strings or basic data types(like Integer, Money etc.), but the issue happens when a duplicate Det...

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5 Comments

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5 Comments

Category: Data Management (2)

STATUS DETAILS
Under Review

Dynamics CRM lacks KIP indicator configuration for Views


Submitted via MS WhiteSpace Program - #4134
Dynamics CRM doesn't provide feature to integrate and configure KPI indicators in CRM Views.
 
KPI indicators being a key identifier for customer data, its a common customer requirement to display KPI indicators in CRM Views based on the cr...

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
Under Review

Security Roles: Handle status change (enable/disable) separate from write permission.


Submitted via MS WhiteSpace Program - #4171
CRM should provide the flexibility to configure the Deactivation privilege at role level. Most of the customers ask for restriction of deactivation privileges. To achieve this functionality we need to restrict this by developing a plugin and restr...

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2 Comments

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2 Comments

Category: Security (4)

STATUS DETAILS
Under Review

CRM Forms Should not Only be Role-Based, But Data Based


Submitted via MS WhiteSpace Program - #4197
In many implementations, we tend to maintain different record types in the entities Account (e.g. Supplier, SMB Customer, Corporate Customer) and Contact (General Contact, Corporate Contact, Retail Customer). Different types of Opportunities als...

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4 Comments

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4 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Planned

Custom Composite Lookups (multi-relationship in 1 lookup)


Submitted via MS WhiteSpace Program - #4213
MSCRM Does Not allow to Create Generic Lookup .
Need a Generic Lookup Where User Can Select Eithers elect Client , Contact or an Custom Entity .
Client Need a Generic Lookup in the entity

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

OData endpoint limitation with Actitivty Party


Submitted via MS WhiteSpace Program - #3701
In one of our requirement, we had to create an �Appointment� record programmatically using Jscript & OData by populating field �required attendees� (i.e., ActivityParty) to it. We followed below steps to complete the requirement � Created the �App...

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1 Comments

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1 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined

Ability to control Activity types in Ribbon and Menus


Submitted via MS WhiteSpace Program - #4172
In many of the CRM implementations, Customer uses only some of the OOB activity types. Customer often raises the request to remove the unused activity types from the ribbon and menus. CRM should provide the flexibility to configure the activities ...

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3 Comments

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3 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined

CRM 2011 - Disabled Views Created as Enabled Views on Solution Import


Submitted via MS WhiteSpace Program - #3897
Able to view the disabled views for an entity (both system and custom) when the exported unmanaged solution that has the entity customization with disabled views is imported to a new organization.
The System Administrator or System Customizer h...

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review
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