including Announcements in Dashboards
It looks like there is no way to add Announcements to Dashboards in CRM 2011...
This is one of the first items that comes to mind for Dashboards content for customers that are using Announcements. Many customers were not using Announcements in the past because it is a feature has low valu...
Activity Sub-grid to include Rollup, include To/From/Participants etc.
There is a significant deficiency that makes Activity Sub-grid unusable in many situations.
The only link that the Activity sub-grid can use is the Regarding, which means the follwoing activities will not be included in the Activity sub-grid, yet they will be included in the Activi...
Reparent cascading - access lost on reassignment
The MSDN article on relationship cascading behavior states that "Reparent is important in CRM and is mainly the feature which ensure you that when you are an owner of a Root object BY DEFAULT you automatically have inherited access to the childs even if the childs are created by someone else a...
pouplate TO with an unresolved email addresses in workflow
Currently, in CRM 2011 Online, if you try to create an Email record using workflow you are only allowed to populate the email fields TO, CC, BCC with the GUIDs (that is behind the scenes they are guids) of "emailable" record objects (Users, Contacts etc.).
If you make a change in the S...
CRM - Business closures based on sites or business unit
Hi there,
Currently CRM allows you to define Business Closures for the whole CRM Organization and not for parts of it. This makes it impossible to use the Business Closures feature in deployments where CRM Organization spans multiple countries or even parts of the country sometimes due to ...
Update Invoice Product through workflow (also Opportunity Product, Quote Product, Order Product)
What is especially bad about not being able to do this is that you can create a Workflow for the Invoice Product entity, you are just unable to make changes to the record that you are initiating the workflow form... I understand that there is a lot of validation and filtering and calulcations ...
Sharing/Parenting visibility/management
The Sharing feature, as much as you cannot leave without it sometimes, can create quite a nightmare from the security management standpoint.
Everything described here also applies to the privileges given to users based on the Parenting feature (an even more obscure and elusive security f...
Add "Cascade Active User Owned" to cascading behavior options
Most of our customers require an cascading behavior option that would be an intersect of Cascade User Owned and Cascade Active options applied to the same relationship.
You could define it as Cascade only Active out of all User Owned records.
Here is a scenario that any custome...
Filter Lookup based on a User field
It was a very welcome change to have the ability to filter records in the lookup dialogue window based on another lookup field (the system matches a pair of up lookup fields - one is on the form you are on, and the other is on the entity you are populating the lookup with) in 2011.
It w...
Activity Party eligibility for an Entity
Currently only Accounts, Contacts, Leads and Users are eligible to be Activity Parties in the Required Attendee, Optional Attendee fields on the Appointments and Custom Activities.
It would be great if there were a flag in the Entity properties that would contol if the entity (either s...