Expose the "Include" filter on Account/Contact Sub-Grids


It would be very useful if the Sgvbub-Grid views for Accounts also had the "Include" filter for Related records vs. This Record Only.

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

CRM 2011 - Additional Filters on Entity Attribute view


It would be nice to be able to filter (or configure additional views) on additional criteria in the gird view for entity attributes:
Searchable
Auditing
Req Level
Data Type

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

CRM 2011 Outlook Client - Ability to re-order Navigational Areas


Currently, there is no way to order the navigational areas in the Outlook client. The order in which the Nav Areas are arranged is Alphabetical. I have not found a way to set this order in the SiteMap XML file. The entities ordered within these areas are listed correctly, per the SiteMap, but ...

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1 Comments

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1 Comments

Category: Microsoft Office Integration (882)

STATUS DETAILS
Under Review

Improvements to icons and the ribbon


I know this is nit-picking, but some of the 'older' CRM icons have been resized to fit the 'newer' icons in the ribbon. since these were resized as oppsed to re-created, the resolution makes them appear fuzzy or out-of-focus (icons like "Add Note").
Also, there are several areas in the appl...

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2 Comments

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Xrm.Page.data.entity.getIsDirty(); returns unexpected results


The following script does not return the correct results unless 2 fields on a given form have been modified.
If only one field on the user form has been modified, the results come back as false:

var isFormDirty = Xrm.Page.data.entity.getIsDirty();
alert(isFormDirty);

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Declined

Better Functionality to Update System Messages


Currently, the only bulk-updating tool available for customizing system messages is the option to revert all of the system messages to their default values-- which is nice.
However, updating 90-100+ messages with multiple custom values, 1-by-1 is a tremendous time-burgler.
I'm sure some...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS

Allow Team Ownership of Workflows


There are 2 advantages to this:
1.) Allows multiple Users to work on the same workflow without having to assign/re-assign
2.) Give team-specific access to the workflow (same as user-specific access)

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1 Comments

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1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

Customization of user interface UI style ( branding, themes, header)


In 4.0, even though it was not a supported customization, Organizations had the ability to perform some rather spiffy customizations to the CRM Banner. In fact, many organizations (especially those I work with in the Public Sector) see the banner as their own personal brand (similar to the way...

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4 Comments

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4 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Planned

Custom Composite Lookups (multi-relationship in 1 lookup)


As we move away from traditional CRM and further into xRM, we need some additional functionality to support multiple custom entities being treated the same as traditional Customer entities, namely the ability to combine OOTB system entities with our own custom entities to allow for multiple Mu...

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3 Comments

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3 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Planned

Click Behavior of Navigation Buttons in Outlook Client


In the CRM 2011 Client for Outlook the click behavior for the navigation buttons is different than in the web client whereby:
1.) You click on a navigation button such as "Administration"
2.) In the Admin area, you click on the Security Roles button. The Security Roles view appears.
3...

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1 Comments

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1 Comments

Category: Microsoft Office Integration (882)

STATUS DETAILS
Declined