User Profile

Lift 1:N Lookup Restrictions on OpportunityProduct, QuoteProduct


Currently the OpportunityProduct is not available to be the primary entity in a relationship despite MSDN documentation indicating that CanBePrimaryEntityInRelationship = TRUE. There does not appear to be any method (supported or unsupported) of creating a lookup to the OpportunityProduct (ent...

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3 Comments

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3 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

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


Currently we can Query CRM Data using FetchXML, use and update Variables, and accept Input Arguments from parent processes using Dialogs. However, we cannot do so in Workflows. Adding support of these in Workflows would enable Administrators to determine conditions that fire workflows using lo...

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1 Comments

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1 Comments

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

STATUS DETAILS
Planned

Allow Synchronous workflows to refresh the user's form


Currently certain types of data updates performed by Synchronous workflows require a form refresh in order to be viewed. There are some (currently unsupported) methods to use JavaScript to update the form, but this should be a core addition to synchronous workflows (at least as an optional Wor...

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4 Comments

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4 Comments

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

STATUS DETAILS
Under Review

Add support for customizable color modification by entity type (helps users navigate more easily)


In CRM 2013 the UI features much more color and the OOB entities have colors assigned to them. The Process flows also are very colorful. The color is great and makes the appearance of the app much more appealing. However, it is not possible to modify the Entity colors in a supported manner at ...

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7 Comments

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7 Comments

Category: ()

STATUS DETAILS
Planned

Add web resource support in Mobile Client App (MoCA)


The new Mobile Client App does not support web resources at launch. Adding such support would enable much greater functionality.

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5 Comments

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5 Comments

Category: Mobility (0)

STATUS DETAILS
Under Review

Restore Boolean Formatting Options in Process Flow


In the Polaris release Booleans could be added to Business Process Flows as checkboxes which is a simpler user interface than a // pseudo-dropdown.

In any case, it would be nice to have the option to choose between the normal boolean formatting options.

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
Under Review

Develop a Product Feedback Loop other than Connect


Connect is a cumbersome method for feedback, and there is not any good way to keep track of which suggestions get picked up and which don't. I notice many MVPs don't bother posting on here and responses from the Product team are few and far between. Also suggestions are a mix of feature reques...

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5 Comments

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5 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Permit Sorting in Lookup "recent selections" to respect the View Sorting Criteria


In 2013, Lookups are rendered first as a dropdown before "Look Up More Records" is selected. This is great for the User, however, the list presented always resolves alphabetically and doesn't respect the View Sorting criteria. As an example, if I have 3 records:

OPTION A (Display Or...

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3 Comments

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3 Comments

Category: ()

STATUS DETAILS
Planned

Bring Back the Radio Buttons!


CRM 2013 eliminates the Radio Button control for Boolean display options. In a Non-True/False scenario, Radio Buttons let you view the 2 choices, whereas checkbox doesn't display either choice, and list requires a user to click into the field to see the choices (always with the extra clicks!)....

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8 Comments

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8 Comments

Category: ()

STATUS DETAILS
Under Review

Use Weighted Balloting on Connect


Currently Connect suggestions are ranked on votes. I see a MVP poke their head out around here every once in a while and comment or vote on something; however, the MVP votes and suggestions carry the same weight (at least on the ranking system) as an overzealous new user who hasn't finished th...

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review
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