remove/restrict the use of NOTES in CRM
We are constantly running into problems with the NOTES functionality in MS CRM. It is a real point of confusion for users who expect that notes should appear in the History view. Notes not easily searched at the same time as calls/emails which creates a problem for users finding information....
CreatedBy, ModifiedBy, ModifiedOn for MetadataSchema Entities, plus Audit
All the 'user' entities in the system contain metadata to show when and who updated the record last. I would really like to see these fields on the 'metadata' entities too.
With this in place, we could easily run a report to see what forms, fields and entities have been recently chan...
Allow the Assign step in workflow to perform dynamic team assignment
In the Workflow "Assign" step you can do the following:
1. select an explicit user for the owner
2. select an explicit team for the owner
3. use a systemuser reference on an entity for the owner
what you cannot do is:
4. use a team lookup reference on an entity for t...
Small suggestions for improving the in-form CRM Form Designer experience
Many times when I go to do some work in CRM, typically for a demo when I’m rushed for time, I get frustrated when I can’t quickly get access to the info I need. A couple of minor updates to the form editing experience could probably save me a lot of time and effort, and mistakes: