User Profile

Parent Child Sub Grid Filter in MSCRM Dynamics CRM 2011. (ID #4038)


In Dynamics CRM 2011 Customer want to filter sub grid results based on selection of another sub grid record.

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
Declined

Clone Record Function


Very often we get a request to copy a record where they want to create a copy of an existing data and update some info. This is useful to avoid redoing the data entry. Sadly there is no OOB feature to do this.

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1 Comments

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1 Comments

Category: Data Management (2)

STATUS DETAILS
Under Review

Lack of Customer Friendly Error Message in CRM (ID #4116)


In CRM we have a strong security system and by using the security roles wisely we can get the highest level of security without even writing a single plugin.
But it s happens that whenever a user has no permission to do certain activity, enduser already receive a very generic message like "...

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1 Comments

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1 Comments

Category: Security (4)

STATUS DETAILS
Under Review

Dynamics CRM doesn't provide shared record view (even at entity level) (ID #3325)


FetchXML should provide the ability to select shared records.
 
Similar to the existing option 'User EQUALS CurrentUser', Fetch option should be provide for Shared Records as like 'Records SHARED ByMe' and 'Records SHARED ToMe'
 
Leveraging Shared record access in Fetch will allow ...

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0 Comments

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0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

IFrame in Dialogs (ID #4226)


Add the feature of having an IFrame inside a Dialog and ability to load Dynamic data based on Dialog values. This could be very helpful if we can show information from other systems connected through an IFrame to assist in decision making.

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0 Comments

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0 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
New

Add support for Query CRM Data, Variables, & Input Arguments in Workflows


CRM OOB Workflows do not variables support where as same is supported in Dialogs.

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2 Comments

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2 Comments

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

STATUS DETAILS
Under Review

Dynamics CRM lacks user level multi-currency feature. (ID #4281)


Its always customer requirement to leverage the multi-currency feature across CRM record's, view's, report's.
 
Dynamics CRM shows record's (form), view's and report's money field in the currency in which it is created.
 
Customer always wanted to display money fields in user spec...

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

CRM 2011: Masking data in Views based on Conditions (ID #4285)


CRM does not provide feature to filter or mask data in views based on certain conditions.

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
Declined

CRM lacks Out-Of-Box feature to Aggregate related entity data in parent record (ID #4296)


CRM provides a robust way to handle and calculate money and numeric value, but it still lacks Out-Of-Box feature to provide an Aggregate of related entity data in its parent entity

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Ability to audit export of data in dynamics CRM 2011 (ID #4299)


It will allow Dynamics CRM to keep track of records exported by the user. In vertical like health ,banking where the account and contact information HBI data. When target enterprise customer more of these feature are expected from customer. This could also be key  sales pitch compare to compet...

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1 Comments

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1 Comments

Category: Data Management (2)

STATUS DETAILS
Under Review
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