Local Data Groups - Central Management
This has been a consisent challenge even prior to CRM2011 - the inability to manage the Users Local Data groups centrally.
Whilst I recognise that with CRM 2011 methods were added to the SDK to access these Local Data Groups, it is still a challenging process and cost to implement a method ...
Deactivated System Views get re-activated when solution is imported (BUG?)
Add an Existing Entity (E.g. Account) to a solution and deactivate some of the system views. Publish the entity and the views are no longer visible (working as designed).
However, if you export the solution and import into a target ORG, those de-activated System Views are now Active again...
Left Nav Pane headings still visible when no buttons visible (BUG?)
Take a Lead or an Opportunity - customise the form and remove all NAV items from Sales, Service, Marketing and Processes and then publish the forms.
The Lead completely removes the headings where no NAV items exists from Sales and Service - but leaves Marketing and Processes as 'just headin...
Tab Properties - Visible by default (BUG?)
My requirement - I do not want a Tab to be visible at all for the User to see (I have system atributes that I need to reference on the form but are irrelevant to the User).
My action - I Unckeck the 'Visible by Default' setting on the Tab property.
My result:
- On Change the T...
Field Security Profiles - Administration
Field Security Profiles are a great addition to CRM 2011 and I am seeing increasing take up of this feature in a few deployments recently.
However, the feature falls short from an Administrative perspective.....
Right now, the Field Security profiles are individually assigned to a Us...
Cannot remove a field from the form 'Header' if it has a dependency
If I add a custom attribute to the form 'header' and then add a dependency (E.g. web resource Onchange event) - then I cannot subsequently remove the field from the 'Header' - even if the field also exists in the body of the form.
Removing a field from the 'Header' should be permissible (...
Which ribbon commands and rules we Dev Team support re-using?
I need to re-use the Mscrm.CanChangeIncidentForm enable rule within my custom command. I will provide an example to better explain the reason why and how....
I need to make a ribbon item visible based on a security privilige. E.g. I need to NOT display the Cancel button on the Incident(...
CRM ONLINE *OSDP* Users with no security roles assigned View
The 'Users with no Security Roles Assigned' is a great feature for AD Federation on OSDP.
Howevre, the way the view has been constructed you have to manually click on each letter of the alphabet to display all users - you can't see them all in a single view.
Even if you click on 'all' it...
Allow Administrator(s) to set 'Maintenance Mode' to block all users from accessing the system
For CRM ONLINE especially. From time to time application changes are required (or new solutions applied / existing solutions updated). During this time you do not want "Users" to be able to access the system.
For OSDP in particular if you are Federating AD you cannot 'bulk' edit User reco...
MSL: Time Frames for data selection are not intuitive and Custom date should persist
The term 'Last Week' is erroneous - for most business people this will mean the last working week. In MSL it actually means the last 7 days (excluding today). There should be 'Last Week' and also 'This Week' with a setting somewhere to define the starting week day. Also the 'Custom Date' shoul...