covert a view to a report
Have the ability to convert a view to a report.
On the page of the report wizard that asks if you want to start with a new report or existing report, and the option to start with an existing view.
Dialog - Option to make responses mandatory (aka required)
When designing a Dialog Process, have an option on the Prompt & Response be mandatory and don't let the user continue with the dialog until it is filled out.
maybe I don't know where this option is, surely it has to exist. If you know please comment.
Forms based on type (or other attribute) instead of security role
Forms based on type (or other attribute) instead of security role.
For Example; on the Case entity show a different form based on the "Case Type"
this could be added to the form design, where you could specific (with fetchXML) to use the form.
Automatically republish duplication detection rules whenever an entity is published
Our duplicate detection rules keep unpublishing themselves. I'm assuming it happens when a solution is deployed -> http://www.madronasg.com/blog/duplicate-detection-rules-automatically-unpublished
So my suggestion is that system automatically re-publish the duplicate detection ru...
Read Optimized Forms - Ability to turn on the ribbon bar (per entity)
I LOVE READ OPTIMIZED FORMS.
But now we have users having to click "edit" to get to the ribbon bar. For expample if the user want't email a link they have to hit "Edit" to see the email a link button (this is a terrible UX)
Suggest that there be options on the form designer tha...
When Converting a Lead to an Account, show the list of potential duplciates
If you have duplicate detection rules setup on Accounts, the lead conversion process will check to see if there are duplicates before creating the Account.
If any duplciates are found it warns the user with a Duplicates Detected dialog, the problem is that it doesn't list the potent...
Allow Bulk Edit on the SystemUser entity
It would be nice if the System Administrator could use the Bulk Edit feature on the SystemUser Entity.
There are time when we have to make mass change to user records; eg new office location, standardizing titles, changing manager, etc.
Correct RetrievePrincipalAccessRequest to properly return the correct access level
See Zach Olson case 212031269942266001 for details
Basically
All users belong to the default team for a business unit. That team is assigned a security role of read only on accounts. There are accounts that have default team as the owner. when checking ...
Reassign Business Unit to also Prompt for new Security Role
When a user or team/business unit is reassigned to a new business unit the security role(s) are removed (as they should).
If you forget to add it make to a user. the next time you login to CRM, there is system warning telling you that there are users without a security role. (this ...
Toolkit: Save organization in SUO to avoid "No Organization has been specified" error when opening a solution
When using VS2012 and CRM OnLine with the developer toolkit, the organization is not being saved in the suo file. When you close the solution and re-open you get an error of "No Organization has been specified". This forces you to click through the error and then goto the TOOLS-> Connect to Dy...