Allow ISVs to define custom privileges that are not tied to entities
When we write solutions for ISVs (and occasionally for end users), there are often times when the native CRM privileges do not cover custom scenarios that apply. One common scenario is for managing role-based ribbon privileges (DisplayRules and EnableRules).
Instead of having to cre...
CRM - Ability to customize tooltips on attributes on forms
Entity navigation currently supports custom tooltips that can be applied. We often have customers who would like similar functionality for form labels and fields. It is currently possible to do this for CRM 4.0 and CRM 2011, but not in a supported fashion.
It would be useful if we cou...
Improving Developer Toolkit for Microsoft Dynamics CRM
We have tested the CRM Developer Toolkit for use in our organization and have the following feedback:
• Make it shared source so that we can customize it ourselves
• Remember the server and organization for the solution, but allow the user to change either easily, for managing deploy...
Revise the file filters on the "Import Data" file upload dialog
While managing a data import for a client, I noticed that the file upload dialog has unexpected options for filtering the files that display in the dialog. Instead of "CSV", "TXT", "XML", and "ZIP" - the supported file types for a data import, the dialog gives the user filters of "Image" and ...
Define new field sub-type for Custom URL
The Ticker Symbol field sub-type allows an administrator to add a field that acts like a tokenized URL for MSN Money. Given that there is a lot of useful information about companies and people that can be accessed in a similar way - e.g. "https://twitter.com/MSFTDynamics" - I humbly request th...
Extend Dynamics CRM 2013 data encryption to encrypt custom fields
I am very pleased that Microsoft is introducing in CRM 2013 data encryption for sensitive system fields at rest. While that does an excellent job of securing Yammer tokens and email service passwords, it is a common occurrence among Dynamics CRM administrators to want to store other sensitive ...
Enable "Save As" or editing of ready-to-use business process flows
Although it's great that there are out-of-box process flows that can be pushed into Dynamics CRM with the click of a button, they all appear to be read-only. I am trying to edit the Guided Service Case process flow by clicking Edit Process from the Case form. Neither the "Save As" nor "Deact...
Add ability to create new fields from Business Process Editor window
When defining business process flows, I often find myself missing a field that I would like to include as a step in the process flow. With the form editor, we have the ability to add new fields from the Field Explorer. It would be nice if we could hit the drop-down on the BPF step and have a...