Order entities in custom entities tag in the SecurityRole Form


It would be usefull to order all the entities in the Custom Entities Tag in the security role Form, or maybe to group them by functionality.
Whe you have more than 30 custom entities, it is difficult to find the entities.

thank you

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2 Comments

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Allow filter in advanced views "Member of" a Dynamic Marketing List


If you use the advanced views you can filter with a condition to know wich records are in in a Marketing List, but it only works with statics Lists, and with the Dynamic views it doesn't work.

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1 Comments

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1 Comments

Category: Lists and Campaign (94)

STATUS DETAILS
Needs Votes

Allow Custom Activity to be distribute in Express Campaigns and Activity Campaigns


If you create a new Activity Entity, it will be usefull to use them in Campaigns.

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1 Comments

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1 Comments

Category: Lists and Campaign (94)

STATUS DETAILS
Needs Votes

Setting TabIndex direction in Form Sections


It will be great, and i think it's probbably easy to add new feature in Form Sections customization.
The idea is to add a combobox to select "Tabindex Direction" (Vertical/Horizontal). This allows end users to set the tabindex behaviour in the form section.

I have a lot of customers ...

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6 Comments

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6 Comments

Category: ()

STATUS DETAILS
Under Review

UR15: Error installing 2011 CRM Connector for SSRS


Hi, i'm having this error when i'm trying to install CRM Connector for SSRS in a new environment with CRM 2011 with Rollup 15, CRM is working fine, but i cannot install the connector:

CrmTrace encountered an error. Additional Info:Error in LoadDeploymentSettings [LocatorService.Instance...

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1 Comments

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1 Comments

Category: Administration and Deployment (1)

STATUS DETAILS
Under Review

SSRS reports to create documents in Notes & email attachments via Dynamics CRM 2011/2013 API.


It would be great to have to possibility to create a new CRM Message in the SDK to call directly to render a SSRS report, and get the result document (in any format) in an attachment note to any entity in CRM.
This will give us the possibility to integrate better the SSRS reports with CRM e...

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
Under Review

MVP Bug - in sync workflow on before delete: "Value cannot be null. Parameter name: culture"


Hi, i just find and error on CRM online 2013.
The steps to reproduce are:
1) create new custom entity
2) create new sync workflow in before delete and add a step in the workflow. leave the "Execute as" as the default value ("The user who made changes to the record")
3) publish all ...

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1 Comments

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1 Comments

Category: Account, Contact, Calendar and Activity Management (464)

STATUS DETAILS
Under Review

Convert to Case actions on activities missing in moCA


Using moCA apps, I cannot see the convert to case opcion from activities forms. From SP1 we can create and update cases in moCA, but the option to convert for instance appointment to case is missing.

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1 Comments

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1 Comments

Category: Unified Experience: Search, navigation and performance (1018)

STATUS DETAILS
Under Review

Two default views in system entities


Hi, there is an issue, related with default views in system entities.
The problem occours in CRM 4.0, 2011 and 2013.

When you import an entity with the solution import, somethimes it leaves two default views, and with the UI you cannot resolve it.
In the past, we solve it exporti...

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0 Comments

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0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Add the Hierarchy (yes/no) dropdown on the Field creation form


When you create a new field of type "Lookup" and select the related entity, you cannot set in this form that the Lookup field is Hierarchical.
The only way is to rceate the field, and then go to the relationship form to set it.

It would be nice to have this "hierarchy" dropdown in th...

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0 Comments

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0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New