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.
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
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...
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);
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...
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)
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...
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...
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...
Import Support for Unit Groups and Product Price Lists Items
Right now, there's no easy way to use the Import Wizard for the Product Catalog, as there are many entities within it that either do not have templates or certain referential relationships cannot be easily mapped.
It would help to have a better set of templates or a specific wizard to suppo...