User Profile

Manage Charts (Function same way as "Saved Views")


No actual way to properly manage charts. You have to physically go to each one, and edit one by one, vs bulk editing, sharing, like you can do with "Saved View" window.

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New

Manage User Views


No actual way to properly manage user views. Since there is no proper "Login In as User" feature, You have to ether rely on 3rd Party software like xRMToolbox, or track down user login info.

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Category: Administration and Deployment (2)

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New

Dependency Checks - Include Snapshot of User Usage


When cleaning up fields, or charts, it be nice to see how people are using the field. It doesn't necessarily have to be required to remove for Dependency but at least a snapshot. Many times we are cleaning our system of old unused fields. User might for some reason have it in their personal view...

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Category: Administration and Deployment (2)

STATUS DETAILS
New

"Group By" feature available in "Read-Only Grid"


I really thought Microsoft was going to continue to elaborate more on this feature in the next V9 updates. But clearly they came up with a awesome feature, and then just left it. Many users don't always want to be in "Editable Grid" mode, and shouldn't have to toggle back and forth just to use a ...

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New

Dropdown Option Values - Show visibility per Value


One of the best features I love in HubSpot is the Dropdown select they have. It allows each optionset value to be programmed if it shows in the form or not. This is fairly helpful if you have optionsets with a lot of values, and some don't apply as much anymore, but you still need them for record...

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New

Customizing the System - Entity Editor, Better UI and Experience


The whole customization side of CRM needs a reboot in UI and Experience. Very outdated Solution editor or whatever it is called. Needs to have a built in settings configuration like the rest of CRM settings with user friendly interface. - You can't create views inside the Solution Editor or ad...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

"Search" inside Advanced Find / Criteria & Add Columns


The amount of time wasted trying to scroll through hundreds of fields to add one field to the views criteria or column is a waste of time, and poor design in the Advanced fine setup. The ability to dropdown search when making criteria or add and remove columns to a view, needs to be fixed a lot. ...

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New