Entity Development Audit Trail
It would be helpful to have an audit trail for entities, particularly custom entities so that developers would know who created an entity, last updated, by whom, forms/fields/views added/removed, etc.
Ideally, the audit log would be an additional node in the nav section of each enti...
Dashboard Libraries and Events - Support for Object Model outside of Xrm.Page
Currently no support for Dashboard libraries/events (Jscript). Also, it would be useful to implement an object model for cross-entity data pulls and for data pulls not based on an existing form. There does not appear to be a quick/easy way to extract say user-level attributes when using dash...
Maintaining Referential Itegrity in Solutions
Follow up to ticket REG:111092663177371
Seen when exporting a Solution from one environment (say DEV) and re-importing to another environment (say TEST).
When building a Solution that contains Workflows that use Queues in the conditional statements, and that Solution is exported ...
Microsoft Connect - add RSS feed capability
Would be nice to add RSS feed capability when tracking/tagging specific submissions - particularly those the user has submitted or those that the user has voted for...
Tickler/reminders on Custom Activity entities
Out-of-the box activities that have due dates appear to do well at popping up reminders in Outlook for the user. It would be nice for custom activities to also follow this behavior.
We created a custom activity and used the due date field on the main form. However, even though users d...
Ability to make workflows/stages run synchronously
Would be nice to have the capabilityt to linearly require operation A to be completed before moving on to operation B. Maybe a "Wait until Step/Stage Complete" (with timeout)...
Workflow "Save As" option
Would be nice to have the capability to do a "Save As" on a workflow, much like you can with Views. There will be cases where the Workflow has already been developed (not as a template), and all you want to do is re-use and make a minor adjustment. This option does not appear to be available...
Ability to run Workflows based on Advanced Find
Requested by other users in CRM 4.0
Ability does not appear to exist in CRM 2011. Still have a limitation of running workflow manually by selecting all records from one page at a time. Not ideal.
Would be nice to do as with Bulk Deletion.
Ability for Workflows to access and update all related activities to an Entity
Example:
I have Users with various Task activities which are categorized
Would like to be able to (given conditions on the User record) to update the status (or reassign) all Tasks that are of a specific category.
In current framework, I am unable to run a parent workflow for User...
Tool to Document Workflow configuraton
Currently, there is no good tool to extract workflow configuration for documentation purposes. Users have to do screenshots, copy/paste into Powerpoint/Word in order to document.
Ideally, there would be an extraction program to pull (on one report/extract)
a) General workflow "heade...