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...
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...
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...
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.)
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...
Add all Activites to the Calendar
The Calendar only shows Appointment activities � not the other activities. Add the others.
Add "Create Followup" on Activities
This feature was removed in 4.0
This needs to be added back in 2011.
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 ...
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...
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.