User Profile

Provide system Setting to format Numbers without Commas independent of Currency


Most clients use numbers to represent their customers, however CRM uses commas as a delimiter – which is not desirable.

However, if there is no delimiter selected in system settings, this affects currencies – and no commas will be shown in the currencies. The ability to have no delim...

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2 Comments

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2 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review

Bug - Ribbons display system features that users do not have privileges to


Entities that roles do not have privileges to access still appear on the ribbons.

For instance, Notes and Convert to Opportunity buttons appear on Activities when a user role does not have access to the Opportunity or Annotations. When the user attempts to create a Note, the new Note...

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1 Comments

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1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Declined

Add "New button" feature to toolbars for subgrids


Inability to add new records from a subgrid on a form. In previous versions of CRM, the “Add New” icon existed on the toolbar in all views, which was often embedded in IFRAMEs on forms.

In 2011, it exists in the ribbon, which requires additional clicks to create new records. A solut...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS

Bug - Removing the History left nav link in Form administration deletes it permanently


Removing the History left nav link in Form administration deletes it permanently, and it cannot be reclaimed.

There is a workaround to hack the XML and add it back in, but the system should preserve it like the other native links (Workflow, etc.)

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1 Comments

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1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Declined

Allow Users to Qualify a Lead without converting to a Contact/Account/Opportunity


The Lead Qualification screen does not allow a user to Qualify a Lead if the user is not given privileges to the Opportunity, Contact, or Account.

I believe Microsoft was anticipating all users would convert the Lead to one of those entities, so the Qualify is bound to the rights on t...

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2 Comments

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2 Comments

Category: General (1799)

STATUS DETAILS
Declined

Add all Activites to the Calendar


The Calendar only shows Appointment activities � not the other activities. Add the others.

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2 Comments

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2 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined

Add "Create Followup" on Activities


This feature was removed in 4.0

This needs to be added back in 2011.

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2 Comments

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2 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined

Provide Configuration to Hide Entities from Advanced Find Searching


Create an attribute to prevent an entity from being searchable in Advanced Find.

Enterprise customers have very large databases, sizes in the hundreds of GBs to a TB. Even with archiving strategies in place, these databases have sizeable record counts. Advanced Find has been designed ...

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2 Comments

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2 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review

Provide Configuration to Hide Entities from Advanced Find Searching


Create an attribute to prevent an entity from being searchable in Advanced Find.

Enterprise customers have very large databases, sizes in the hundreds of GBs to a TB. Even with archiving strategies in place, these databases have sizeable record counts. Advanced Find has been designe...

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2 Comments

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Planned

Add Description Attribute to Security Roles


Add a description field to the Security role entity to provide administrators and configurers to document security roles within the application.

Almost all configuration objects in CRM have a description attribute: BUs, Teams, Attributes, Entities, Views, etc.

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1 Comments

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1 Comments

Category: Security (4)

STATUS DETAILS
New
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