User Profile

Sharing Reports (Bug)


If you share a organisation owned Report the sharing information is written to the database but not visible if you reopen the sharing window.
If you set the report to user owned the sharing information is visible .. so this behavior is inconsistent and customers do'n understand it.

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS

Maintain SQL-Indexes by Customizations/Solutions


It would be nice ti Maintain additional SQL Indexes as solution comonents to provide a secure and clear way to define/tarnsport and maintain SQL indexes across deployments.
This will give developers the ability to improve the performance of solutions in a predictive manner.

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3 Comments

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3 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Planned

Automated user an group Management as SharePoint ..


SharePoint has the great ability that a admin cann add active directory users or groups to sharepoint groups or give the access rights directly.

Mostly all of out customers want a fature like this for CRM ..
compared to sharepoint the user management in CRM reqires more user intera...

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1 Comments

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1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review

Add a Mobile Express only Role or seperate package


Most customers don't use mobile express along with a OnPremise installation because they don't want to make the whole crm accessible in the internet.

a seperate role which only provides the mobile express pages or even better a seperate installer for mobile express for deployment on a s...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Custom Services implemented by Workflows


In addition to Workflows an Dialogs it would be nice to add a possibility to create a custom service within CRM which is backed by a workflow.

I'll suggest the workflow sould have a list of simple types as (similar to a dialog) and so it can be called by using soap or rest and as outpu...

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1 Comments

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1 Comments

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

STATUS DETAILS
Under Review

Make owner field readonly if I am not allowed to create a Record with another owner


If i am not allowed to create a record with another user as owner it would be a great enhancement if the crm-form reflects this by setting the owner field to readonly.

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2 Comments

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2 Comments

Category: Security (4)

STATUS DETAILS
Under Review

Fire the assign event after creating a record with another user as owner


If I want to create a Workflow / Plugin which reacts on assingment of a record to another user it is not possible by simply using the assign event because I'll miss records where the owner is set directly in the create event.

I a plugin it if possible react on create an assign events t...

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0 Comments

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0 Comments

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

STATUS DETAILS

Microsoft Dynamics CRM 2011 Developer Toolkit - CRM Server Settings should be in included in project settings instead of solution



It would be better to include the CRM server settings in the project settigs instead of the solution as it is in the biztalk developer tools as an example.


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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Disable owner field if the user has no permission to assign record


If the user doesnt have the permission to assign a record the owner field ist enabled anyway.
If a user tires to change the owner, he gets an arror on saving changes and losses other changes.

This should be fixede by automativly disabling ownerfields if the use doesnt have the perm...

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Ability to set dialog fields required to proceed dialog



It would be really helpful if fields within a dialog page could be set as required to proceed.

As workaround it is possible to check this fields an Display a warning or cancel the dialog but this makes the dialog unnecessary complicated.

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1 Comments

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1 Comments

Category: Business Process (0)

STATUS DETAILS
Under Review
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