User Profile

Allow admins and users to change column heading names in views


In a CRM Entity I can create fields (attributes). When I create a field I can give it a Display name.
When I add these fields to the Entity form, I can rename the Display label of these fields. For example, I can add "Created On" field on the form and have the label changed to "Created Nn ...

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

The Schema Name should be displayed along with the Logical Name


In Microsoft Dynamics CRM 2011 Schema Names have a special meaning. This is because Microsoft Dynamics CRM 2011 started the wide use of early bound programming model.

When we are creating an entity, at that time, the Name we give is its schema name (as per our naming convention rules)....

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3 Comments

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3 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

LINQ Query "where" clause for composite conditions against multiple entities


The LINQ used in CRM 2011 doesn't support conditions against multiple entities within one “where” clause.

If we need to have conditions against multiple entities, then we need to have multiple “where” clauses. We need to have one “where” clause for one entity.

It would be nice i...

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1 Comments

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1 Comments

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

STATUS DETAILS
Under Review

Items in a Option Set have to be deleted one by one and with a delete warning


In CRM 2011 when we create option sets we can add many items to it.

Scenario: Many a times the number of items is more than 50. Suddenly some requirements come in and we need to delete 25 of them.

In order to delete 25 items, from any option set, I need to select one item at a ...

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3 Comments

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3 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

"Convert E-mail to Opportunity" forms (and similar forms) should be customizable


Hi Team,

I can convert an email activity to an opportunity, lead or Case. I open an email activity and there are 3 buttons under Ribbon "Convert Activity". They are called as "To Opportunity", "To Case" and "Convert E-mail to Lead". If I want to convert my email activity I can click any...

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Add Colour Backgrounds and Categorization Flags to the CRM 2011 Records in IE (same as Outlook)


There can be a nice enhancement and a helpful requirement for CRM 2011 IE client. The flexibility to change background color of CRM records based on system status fields and custom picklists. This will give Microsoft Dynamics CRM 2011 more customer oriented aspect & usability aspect.

It...

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Out of the box, some global picklists already provided and ready to use


It would be nice if we can have some global picklists already given to us and ready to use.

When we install CRM or create an Organisation, we have some ready to use global picklists like Country Picklist, Currency Picklist, Time Zone Picklist, etc.

These global picklists will be...

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3 Comments

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3 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

I should be able to add any field (Type Text and Format E-mail) to "TO", "FROM" field of an email record


Hi Team,

Let's say I have a custom entity called "Movie". In this I have a custom field called "Custom Email" which is of Type=Test and Format=E-mail. I create a workflow on this entity "Movie". In the workflow I add "Send e-mail" step. I click on set properties button and the e-mail fo...

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

In E-mail activity (E-mail entity), Cc and Bcc fields should be searchable


Hi,

Many times the user needs to search on these E-mail entity fields: Cc and Bcc.

These 2 fields are marked as searchable = No.. The Searchable setting cannot be changed from the field's schema form. It is disabled with a setting "No".

If we can make it searchable, then ...

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

�Activities� and �Closed Activities� links on Left Navigation for System User Entity of CRM 2011


Hi Team,

If I go to System User entity customization, I can see that Activities check-box is not selected. That is the reason I don't see "Activities" and "Closed Activities" link on User entity. It is by design and my activities who is only a System User and not a CRM contact can be se...

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3 Comments

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3 Comments

Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Declined
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