User Profile

CRM View Customization Usability


Submitted via WhiteSpace Program - #3669
While creating CRM views from customization, by default a user has to perform 3 operations 1> Add a column 2> Define the Order of the column in the view 3> Define the width/size of the column Currently one has to perform these three steps as three di...

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

CRM doesn’t provide multilingual support for user alerts


Submitted via WhiteSpace Program - #3677
Client side validation is a common practice in CRM where users can be intimated using JavaScript alerts, but this becomes a bottleneck when CRM is multilingual (more than one language are in use). User can only be intimated in a single language\stati...

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Issues with CRM managed solution


Submitted via WhiteSpace Program - #3697
As a best practice to we use Managed solution for deploying in customer environments. but we see that the below changes does not reflect in a managed solution when deployed. 1> Settings->General->audit settings, , we had to manually do the  global au...

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

CRM 2011: Views based on Security Roles or Business Unit


Submitted via WhiteSpace Program - #4043
CRM 2011 does not provide feature of Creating and Displaying views based on Security Role or based on Business Unit.
One of the major requirement of Customer was to display Views based on Business Unit. Certain set of users wanted to see All the v...

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
Under Review

Enhance\Leverage Multi-Currency option in CRM Report Wizard


Submitted via WhiteSpace Program - #4129
CRM Report Wizard should provide the ability to leverage multi-currency option.
 
For example, the end user should be able to create report that displays money field (and it total) in User Currency/User Preferred Currency irrespective of the c...

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
Under Review

Microsoft Dynamics CRM Currently lacking create Case against Lead (ID 4310)


Case should be created against Lead entity record as a customer.  Currently use can select only account or Contact as a customer in service module it’s make perfect sense. But in many customer scenario’s they wants to register case against Leads.

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Declined

In CRM 2011 Dialogs, we cannot reuse the OptionSet values from the global definition (ID 4320)


In CRM 2011 Dialogs, we cannot reuse the OptionSet values from the global definition. Cannot do anything with those options in the dialog at all.

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

In FetchXml there should be provision to convert text into lower or upper (ID 4333)


Need to have case insensitive lookups. Could have a flag to request a case insensitive lookup (checkbox).

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1 Comments

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1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review

In contact form "open activity associated view" does not show activities which are in scheduled state (ID 4314)


Appointment created will be in scheduled state. It is not visible in the Open activity associated view by default. Open activity associated view should be showing the appointments which are in scheduled state, because they are still active.

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1 Comments

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1 Comments

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

STATUS DETAILS
Declined

Dynamic CRM: Duplicate Detection based on condition (WS #4042)


CRM 2011 does not provide feature to detect duplicate based on WHERE condition.
Currently duplicate detection can only be created for any entity for any attribute and condition applies for all records created for entity. It is not possible to create rule where duplicate detection condition...

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1 Comments

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1 Comments

Category: Data Management (2)

STATUS DETAILS
Declined
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