Calendar lookup is too far to the right when CRM used in IE8
When you use CRM in Internet Explorer 8 and you click a datetime calendar lookup, the calendar is further over to the right than it is under IE 6 or IE7, so the calendar lookup is cut off the form if it is on the right hand side.
allow more than 6 parts for a dashboard in crm online
In crm 2013 we have much more visible space for dashboards, but we are still limited to the limit of only 6 web parts. For on premises, the limit can be increased; however, since it is a server setting, it cannot be increased for CRM online. With the additional space with the sitemap and ribbo...
Cannot share records with Access Teams
scenario: I have two access teams on accounts. Related to accounts I have financial data that should only be visible to people on team 1. I want to share access to related records to people on team 1 but not people on team 2. Access teams do not allow me to share/unshare record access with sys...
Report dependency behavior is different than other types of records
I've noticed what I believe to be weird dependency behavior in Microsoft Dynamics CRM 2013. If you have a report with child reports, you cannot delete the child report without deleting the parent report. This seems backwards from any other parent/child relationship in CRM. For example, with pa...
Phone Call subject not displayed in activity pane
the Subject line of phone calls is not displayed in the activity/notes pane. This is important for many users and diminishes the usefulness of the activity pane.
Allow for more than two columns in CRM for phones views
CRM for Phones (mobile express) is much more usable in CRM 2013. The last major usability issue that remains is that views are limited to only two columns in views. If the number of columns were increased (or limitations removed), most users would find crm for phones very usable.
Cross-entity business process flow cannot be updated programmatically
There is currently a limitation in cross-entity business process flow that prevents the stage and related records from being set pragmatically. Business process flow uses a process instance table to store the stage and the GUID's of the related records. The problem is when you are implementing...
Make system entities tablet available
There are several system entities that are not available from CRM for tablets. many of these are very important entities, and I'm suggesting what I think should be the priority for tablet enabling them and why.
In my opinion, the priority should be:
campaign responses--lo...
Allow a supported way to change the background color.
Many users find the white form background difficult to read. We want to be able to use bigger/varied text, and have the text field boxes borders easier to see (since they don’t appear until you hover over).
Allow users to open note record form
With CRM 2013/2015 social/notes pane, it is not possible to launch the individual note form--this means that users cannot share or run workflows on note records, which is important for some scenarios where people want "private" notes--you could do this with CRM 2011.
Alternatively, ...