CRM2011: Enhance Sub-Grid Filtering to Support Filtering By Field Value


Let me start by saying thanks for sub-grid filtering, this fills a large gap wherever we have hierarchical code table structures. We also need to be able to filter on other conditions though, eg. Show Only Account Records where Account Type = Reseller, or Show Only Contract Records where Expir...

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4 Comments

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4 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Web Resources / Events for CRM Main Page


Would appreciate the ability to load some JScript Web Resources into the main.aspx page, so that we can have some re-usable script to associate with ISV buttons. Would be great if one could associate some events with JScript functions, for example:* Popping windows with high-priority a...

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3 Comments

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3 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Web Resource Form: Include "Basic Audit" fields (Created By/On, Modified By/On, Upload File Name)


When working with web resources, it is quite easy to upload the wrong script file or image into a web resource and not notice it until the problem surfaces some time later.I think it could add good value to show the following fields (read-only) on this form:* Created On* Cr...

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2 Comments

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2 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Under Review

Ability to Drag CRM Folders in Outlook to Favourites Area


Most users tend to use a small subset of Dynamics CRM, and the current navigation between email/calendar and the CRM area is a long navigation path. CRM 4 had a popular feature which allowed one to drag and drop CRM folders into the Favourites area for easy access -suggest we bring that back.<...

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2 Comments

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2 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review

Need Seperate Security Definitions for Task, Email, Service Activity


When CRM is used to actively track emails, the concept of email security by owner/role can become rather important. One of my customers has a specific requirement for the emails to be visible only to the users on the CRM users on the To, From and CC lines, and for nobody to be able to delete a...

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1 Comments

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1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review

Plugin Extensability Needed for Searches in App for Outlook


KBC&rsquo;s security model specifies that: &nbsp; All users in the Retail Bank should primary see and work with Clients (Contacts) from their home branch Quick Find and Categorised Search should be limited to the Contacts belonging to their branch They are...

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0 Comments

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0 Comments

Category: Email Management and Outlook Integration (249)

STATUS DETAILS
Needs Votes