User Profile

Ability to add reports to Dashbords


It will be good opportunity to extend the functionality of the dashbords

Read more...
2 Comments

Read more...
2 Comments

Category: ()

STATUS DETAILS

Custom System Jobs


The ability to create custom asynchronous system jobs with recurrence patterns (like SharePoint Timer Jobs).

It is very useful in integration scenarios, or in organizing "wait" scenarios, for example "deactivate all leeds older then X" or "send email for manager if task due date is miss...

Read more...
1 Comments

Read more...
1 Comments

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

STATUS DETAILS
Under Review

BUG: Advanced Find adds unnecessary links for Dynamic List and Report Filter views


If default advanced find view for any entity contains fields from related entity or have "presence" enabled (additional email field) query editor adds additional link nodes for related fields in FetchXml query.

Since Advanced Find tool for Dynamic marketing list of Report filter don't h...

Read more...
0 Comments

Read more...
0 Comments

Category: ()

STATUS DETAILS
Under Review

Custom Error Dialogs for Plugins


I believe it would be a great feature if developer can use custom error dialogs for plugin errors. This can be archived by adding web resource name field to the InvalidPluginExecutionException or to the Plugin Step configuration parameters (less flexible but in this case we can track resource ...

Read more...
0 Comments

Read more...
0 Comments

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

STATUS DETAILS
New

Multiple System and User Defined Report Filters


At the moment administrator can create single default filter for each report. It would be very useful if we can create multiple filters for different roles. Also user should can create and save his own report filters - something like SavedQuery/UserQuery but not for the entity, and for each si...

Read more...
0 Comments

Read more...
0 Comments

Category: ()

STATUS DETAILS
New

Friendly Names for Reports in Report Server folders


Report entity already have "reportnameonsrs" attribute but it is not valid for create or update. As the result we can't change its value so report names on SSRS are CRM report entity GUIDs. SSRS use report name as file name for subscription delivery so if we have email delivery subscription to...

Read more...
0 Comments

Read more...
0 Comments

Category: ()

STATUS DETAILS
New

Add sort order attribute for Option Set fields to use in Reports and Charts


Iternally pick list options have sort order attribute, but we can't use that values in a system. It would be nice if we can have some generic attribute like SalesStageSortOrder in addition to existing SalesStageName to use them for sorting in reports or system charts.

Read more...
0 Comments

Read more...
0 Comments

Category: ()

STATUS DETAILS
New

Option Set sort order should be language related


I believe existing sort order feature should be enhanced to support multiple languages. In some cases we want options to be sorted alphabetically in any language used by user. For examle list of Countries, or Product Colors ets. Now we have to use JS Code on the form to archive this.

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
New

Custom API-based SavedQueries


Several OOB SavedQueries use API instead of Fetch XML to populate result view. It would be nice to have have opportunity to create some sort of plugin to be called to populate query results from code

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to use SQL based Queries in SDK


I believe it would be great to have SQL support in CRM Query engine. For example, we have select SQL query with some complex conditions (customer birthdays, customers without opportunities or activities for several month, etc.). Then we need some SqlQuery SDK class inhereted from QueryBase to ...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
New
  • 1
  • 2
  • 3