User Profile

CRM 2011 Field Security


Field Level Security is great in CRM 2011, but it would be great to have it available on system fields as well.

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13 Comments

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13 Comments

Category: Security (4)

STATUS DETAILS
Completed

Provide Editable grid with bulk edit functionality


It should be possible to edit records directly in the list/grid view, rather than having to open each individual record. This should be possible in regular views, as well as associated views and advanced find views.

For associated views, you should be able to add new rows in the lis...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Completed

CRM- Search engine function across records. (global search)


Global search should be implemented so users can search from one place and view records from across different entity types in CRM. This should be implemented without having to use SharePoint search or any outside search tool.

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2 Comments

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2 Comments

Category: Search (1)

STATUS DETAILS
Completed

Enable "NOT IN" queries in FetchXML


Advanced Find and FetchXML queries should support "NOT IN" type queries. For example: Sales people would like to do an Advanced Find to show Account with no Opportunities, Leads with no activities, etc. Service people want to see Resources with no scheduled activities next week, etc.

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Completed