User Profile

Add a Condition to Check User's Security Roles in Business Rules & Workflows


I want to be able to check the security roles of a User by selecting a condition in Business Rules & Workflows. Currently the only way to do this is to create a custom workflow assembly or use javascript.

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2 Comments

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2 Comments

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

STATUS DETAILS
New

Duplicate tab in any browser


When I right-click the CRM tab that is open and select "Duplicate Tab" from a browser the new tab opens to Dashboards in CRM. I want the new tab to open to the same location as the original tab.

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3 Comments

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3 Comments

Category: Client-Side Programming (4)

STATUS DETAILS

CRM Online SQL Database Access


Give us the ability to manage restore points and access the SQL database.

We just went through a somewhat traumatic experience where about 2,000 contacts were mistakenly deleted from a customer's CRM 2015 online environment. This happened on a Friday and we did not discover the issu...

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1 Comments

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1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Declined

Associate Message in CRM Developer Toolkit


I would like to see Associate added to the list of messages available in the CRM Developer Toolkit once it is updated.

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0 Comments

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0 Comments

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

STATUS DETAILS
New

CRM Online Sandbox Organization for Developers


I am constantly setting up trials of CRM in order to develop solutions and plugins for my customers. I would love to have my own CRM online sandbox organization to do all of these things in. Microsoft could even offer a sandbox organization as part of passing a CRM certification in order to en...

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0 Comments

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0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
New

CRM Sample Data Enhancement


I would like the ability to utilize the install/remove sample data feature built into CRM with my own custom sample data. This would be extremely helpful for setting up demo environments. I realize that I can accomplish this using several different methods but it would be great having it sit r...

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1 Comments

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1 Comments

Category: Data Management (2)

STATUS DETAILS
New

New CRM Online Data Migration Option


I would like to have another option for importing mass amounts of data into CRM Online instead of the web services. I am currently involved in a project for migrating a CRM On Premise organization to CRM Online. The total record count for all entities is 51,110,805 records. Scribe averages 355...

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0 Comments

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0 Comments

Category: Data Management (2)

STATUS DETAILS
New

Ability to Switch Form in Form Editor


Why isn't there a way to switch the form we are customizing within the Form Editor? This can be quite cumbersome whenever a customer uses multiple forms and wants us to add a new component to each form.

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0 Comments

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0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
New

Importing Users into CRM Online


I only have 15 CRM Online licenses but have several users from a CRM on-premise environment that are inactive but I still need to migrate them to CRM Online for historical purposes. The only way to do this is to remove licenses from active users, create and assign to the users who will become ...

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0 Comments

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0 Comments

Category: Security (4)

STATUS DETAILS
New

Package Deployer PowerShell Timeout


I’m deploying a package through powershell and the import times out after exactly 30 minutes. I don’t encounter this when running through the Package Deployer UI. I can’t use interactive mode so is there a way to increase the timeout?

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0 Comments

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0 Comments

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

STATUS DETAILS
New
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