User Profile

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 ...

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4 Comments

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4 Comments

Category: Administration and Deployment (2)

STATUS DETAILS

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...

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0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Declined

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...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

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...

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2 Comments

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS

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...

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3 Comments

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3 Comments

Category: Security (4)

STATUS DETAILS
Planned

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 (...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Declined

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(...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

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...

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1 Comments

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1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS

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...

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2 Comments

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2 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Planned

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...

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0 Comments

Category: ()

STATUS DETAILS
Declined
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