Hiding Left Navigation Pane obscures Form Selection control
There are many situations where I would like to hide the Left Nav pane from a user form that has 2 or more Role-based forms.
When the Left Nav pane is hidden, however, you cannot access the Form Selector.
Please move the Form Selector control to the right side of the form and th...
Save & New for Web Resources
The need for this functionality is obvious. All records in CRM should have this feature.
Integrate Roll Based-Forms into Advanced Find and Field Properties
When multiple Business Units are utilizing common entities (Accounts, Contacts, Cases, etc.) there tend to be numerous system and custom fields that are exclusively by each BU/Team/Security Role. It would be nice if the attributes could be assigned to a specific Role-based form. Further, the A...
Enable Auto-Resolve for PartyId/CustomerId to have a default entity.
Most composite lookups have a default entity that the auto-resolve feature will hit when multiple matches are found. In the case of PartyId, this will take a long time to resolve if a deployment has hundreds of thousands of records. Moreover, it seems to search on Accounts and Contacts before ...
Custom Workflow Activities - Allow for a Display Name
It would be nice if the SDK offered programmers the ability to create a display name for their workflow .dll that could be defined in the plugin registration tool. This would give end-users and CRM config users a user friendly name when selecting custom workflow activities in the designer.
Support for spatial data in CRM Entity tables
It would be nice if CRM could store things like Lat and Long as Geography points in the entity tables. Even better if it could support other spatial data types
Ability to configure fields displayed on the Activities tab of the Social Pane
Currently, when you "Expand this activity" in the Activities tab of the "Social Pane" you only see 1 or 2 additional fields. It would be better if we had the ability to configure which fields get exposed, similar to the quick view forms.
Quick Create Activity tile does not open Quick Create form
If you create a Quick Create form for an Activity and enable the entity for Quick Create, when you click the Activity's Quick create tile, the Quick Create form will not open. This is true for the Activities Pane, Subgrids, etc.
This feature should be added to allow users to use the Qui...
Edit Managed Properties in Bulk
It would be nice if each Managed Component offered the ability to update Managed Properties in bulk. It's extremely time consuming to edit every single component individually.
My most recent experience setting managed properties for 105 Custom entities, 370 web resources, Reports, Dashboar...