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Export to dynamic Excel worksheet via IFD should not contain message.


In accordance with the bug identified in this Dynamics CRM Development thread: http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/2033a421-9f97-4f49-b69b-dce017452273

A bug has been identified where Pivot Tables do not work on dynamically exported CRM records (via Excel), be...

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
Under Review

Provide for Xrm.Page.ui.formSelector functionality in single-form environments


When only a single entity form is available, the object Xrm.Page.ui.formSelector is null, making methods to obtain the form's ID and Label unavailable. As there is no other supported method to obtain this information via the scripting API, any requirement or workaround to do so is unsupported....

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4 Comments

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4 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Allow formSelector on Bulk Edit


The ability to choose appropriate forms for Bulk Edit does not exist; though some careful planning can function as a partial work-around. It would be nice to have either a "Bulk Edit" type of form, or a way to select a specific form to use for it at runtime.

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2 Comments

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Declined

"Pin" Function for Navigation Bar


I would like to be able to pin the fly-out Navigation bar in an "Open" state. Really, I can sacrifice the real-estate, and find that some of the "fly-back" behaviors with sensitivity on mouse position could be eliminated by pinning that view open. Also, it would help me "stay" in a certain are...

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11 Comments

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11 Comments

Category: ()

STATUS DETAILS
Under Review

Personal Navigation Bar


I would like to customize or alter the layouts of CRM 2013's navigation bar for individuals without creating complicated "roles" rules in the SiteMap XML. Click-and-drag layout experiences would be ideal.

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6 Comments

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6 Comments

Category: ()

STATUS DETAILS
Under Review

"Pin" favorite/frequent records to MRU view


I would like to be able to "pin" certain important records to the MRU list. Normally these are very small subsets of records for which the criteria specification in a view would be very cumbersome to manage.

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
Planned

Bring back vertical "related" record navigation


I like the "header" tiles for SiteMap navigation, and it makes for a cleaner interface. The cumbersome nature of placing the old-style "relationship" views from a form into this same model reduces visibility to the navigation areas of a record, and makes the context of the related views within...

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11 Comments

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11 Comments

Category: ()

STATUS DETAILS
Under Review

Combine Money and Currency values into a Composite field/relationship.


It has been observed across many major versions of Dynamics CRM that Money fields often introduce errors on Entity forms when the Entity's corresponding Currency field is not also present on the form. I believe there is an opportunity to redress this recurring issue, and evolve the concept/be...

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0 Comments

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0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
New

A different entity for portal user identity management.


Our organization has a very flat structure in CRM... only the root BU, and privileges and security roles mean that anyone who can work on customers, can also fiddle with portal users--field level security can only get me so far to protect those "special" contacts.  It's easy enough to seg...

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0 Comments

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0 Comments

Category: Platform (2)

STATUS DETAILS
Declined