Assign security role rights from entity customization


If you want to view or change the rights for a specific entity (say account) you have to open each security role. I suggest making it possible to view and change the security role setting from the customization of the entity selected. The user interface could have all security roles listed as ...

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2 Comments

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2 Comments

Category: Security (4)

STATUS DETAILS
Under Review

Alerts on update of specific fields


From experience with AX I noticed a very nice feature that I always wondered why CRM didn't offer? Provide the user with the option to get alerts pushed to either an alert view or e-mail when specific changes occurs. For example a sales manager could choose to create an alert on opportunities ...

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1 Comments

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1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Under Review

Edit labels from field customization form


When working with organizations that use multiple activated languages it's a real pain to translate and manage the translation of especially new custom field. You have to export labels to do the translation. Why not provide the customizer with a list of labels for active languages directly on ...

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1 Comments

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Role-based Views


Like forms in CRM 2011 it should also be possible to define which system views the user has access to through his security role associations.

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2 Comments

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Planned

Error on page when adding contact to marketing list


When adding a subgrid to the contact form that shows marketing list related to the contact the user gets an error on page when clicking on Add existing marketing list in the ribbon.The same occurs if you try the same on account

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1 Comments

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1 Comments

Category: General (1349)

STATUS DETAILS
Needs Votes

Graphs legends missing in tablet apps


If you view a graph in the Sales Dashboard you often have no way of knowing what the graph is actually show because you are missing the legend description in the button on the graph. So what at first glans seems pretty cool is actually totaly useless. See examples in attachments

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
Under Review

Improve 2013 form load behavior


The new form load behavior in 2013 is very messy and confuses the users. While I appreciate the concept of loading different areas of the form in a specific sequence I really don't appreciate the way the fields and data is jumping around the form while it is loading. The use tries to select a ...

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3 Comments

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3 Comments

Category: ()

STATUS DETAILS
Under Review

Form designer should not add an empty row below subgrids


Each time you save a form that contains subgrids an empty field row is added below the subgrid. If you don't notice this and have saved changes to the form a few times you end up with big empty gaps on the form.See attachment

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3 Comments

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3 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Improve default Relationship Behavior on standard entities


By default CRM ships with a set of standard entities with relationship behaviors that dictates how related entities are updated, deleted, etc when users update records. The default behavior is in many examples problematic and can cause a lot of issues if you don't change them. For example the ...

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0 Comments

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0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Stop adding new features and fix existing half-baked features


I think many partners and customer are becoming increasingly frustrated with the focus on new features while we are often left struggling with half-baked existing features. I seems that the current focus is on getting as many checkmarks on PowerPoint when comparing features with competitors li...

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5 Comments

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5 Comments

Category: ()

STATUS DETAILS
Under Review