Allow Filtering on entire Dashboard (All Data, My Data, Territory Data)
Frequently the layout of a dashboard needs to be replicated so each item uses appropriately filtered views/data.
For example, I may have identically laid out dashboards for:
-All Company Data
-My Company Data
-Territory 1 data
-Territory 2 data
-etc.
It would be helpfu...
Add "Started On" column to Bulk Delete System views and sort by this column
The current (Un-editable) system view sorts by "System Job Name"; which makes it almost impossible to find the jobs that you are running. All system views under Bulk Delete should have the "Started On" field, and be sorted descending by this new field.
This would put the most recent Bulk De...
Grid Ribbon behavior and order
The grid ribbon appears to be a direct port of the CRM 2011 ribbon, where New, Edit, Activate etc are at the leftmost of the ribbon.
This ordering pushes all of the most frequently used functions into the ellipsis. This new display is also very "jumpy" due to the display rules for 'no selec...
Outlook Client with reduced features/capabilities
With the significant difference between CRM2013 in a browser and the Outlook client, we have found a need to create training and support materials for two 'different' user environments. In many cases our clients have the Outlook client installed so users can track email, contacts, and activiti...
CRM OnPrem - Enable supported way to change header to orange for non-production instance identification
The new orange header for CRM online non-production instances is awesome. It would be extremely helpful if this header could be used for OnPrem organizations that the Admin determines. This change would probably be best made in the deployment manager, but could be a System Settings option with...
Remove Deprecated items from OOB Security Roles
In CRM 2013 UR2 (and probably earlier versions), the default salesperson role has rights to "Configure Internet Marketing Module" and "Use Internet marketing module" as well as all of the old Relationship items.
I believe the security roles in 2011 had all of the Relationship items set to "...
Update custom security roles in new releases like OOB ones are
When new security rights are created in new releases, the out of the box roles (salesperson etc) are automatically updated to include the appropriate permissions. It would be good if all roles were updated in the same way, or if there were an admin selectable option to allow "system updates fo...
Format changes to Quick View forms to reduce user confusion
The quick view forms can be extremely helpful, but have a few issues that could be easily fixed.
1) As you can see in the attached screenshot, the fields in the form behave as though they are editable, but are read only. Since they do not display a padlock, users are getting confused as t...
Optionsets at very bottom of form only display 1 or 2 rows
I believe that the optionset padding was fixed in the rest of the form, but I am seeing the old behavior when an optionset is the last field in the form (vertically).
Attached example from IE11.
Necessary Sharepoint integration roles are missing from the security role UI
The following roles are missing from the Security Role UI and can only be added to custom roles by editing the XML.
OOTB roles have these rights, though they are not displayed on the form.