• Prevent CRM Outlook Client from freezing

    Below is the steps to Reproduce the issue;
    1) Open an Existing CRM Record like an Account or Opportunity and make it maximized.
    2) back into Outlook
    3) Start a new email (type something in the body)
    4) Click the "X" button on the top of the new email window
    5) DON'T Answer the "Do you want to save changes?" (leave it on the screen)
    6) Now go to the taskbar and click on the CRM window from step 1
    7) The CRM window opens (maybe it shouldn't do this)
    8) The CRM Window will not respond to clicks (Computer just beeps) maybe it should bring the email window to the front.

  • Emails in Outlook that have URL links to CRM entities should open in the Outlook browser

    This might only be a problem with CRM 2011 IFD and the Outlook Client

    When you use the feature to "E-mail a link" to another CRM user, that link will open an IE browser window, instead of the integrated outlook browser. This causes the user to have to login again.

    What is worse, if the user has a default browsers of chrome/firefox Outlook will respect that and try to open it chrome/firefox which wont work.

  • covert a view to a report

    Have the ability to convert a view to a report.

    On the page of the report wizard that asks if you want to start with a new report or existing report, and the option to start with an existing view.

  • Options dialog is too big and OK & Cancel button can't be clicked

    When running CRM in Outlook on a device that has low resolution and a high DPI. The CRM options dialog is too big for the screen and the Ok and Cancel button are hidden below the taskbar. The window can be resized, so there is no way for a user to click on Ok or Cancel.

    email me and I'll send you a screen shot

  • Outlook view settings (sorting) is not being saved on previously saved view

    From Outlook under the Accounts I have a custom view I created from CRM ( i called it "Custom" ). From Outlook I add conditional formatting and do a "Save As" ("Custom 2). From Outlook (using "custom 2") if I add sorting to the view setting and do another save as outlook is not saving the sorting changes

  • Show status while loading the Outlook plugin or speed it up.

    On a fast network this isn't a problem, you have to see it on a slow connection.

    When outlook is started it takes up to 1 to 2 minutes before you can access CRM. The CRM Ribbon is grey during this time, and the Button in Outlook navigation is missing.

    I see this when we go out to do onsite CRM training, where the network speed of the conference room isn't all that fast and we have 15-20 users. It could also be the laptop speed.

    This confuses end users that aren't familiar with how the Outlook plugin works. It would be great if the the plugin would show up in the navigation right away. and then if they clicked on it, it would show them a status screen of what was being loaded.

    Better yet, just make it load faster.


  • Dialog - Option to make responses mandatory (aka required)

    When designing a Dialog Process, have an option on the Prompt & Response be mandatory and don't let the user continue with the dialog until it is filled out.

    maybe I don't know where this option is, surely it has to exist. If you know please comment.

  • Forms based on type (or other attribute) instead of security role

    Forms based on type (or other attribute) instead of security role.

    For Example; on the Case entity show a different form based on the "Case Type"

    this could be added to the form design, where you could specific (with fetchXML) to use the form.

  • Process Dialog - Open a Record option at the end of the dialog

    many time in a dialog process you will update or create a record. There are time where is would nice to show this record to the end user. In case they need to add some more info (or if there are required fields, since dialogs don't have this)

    Suggest there be an option at the end of the dialog to open a record that was updated or created in the dialog.

  • Automatically republish duplication detection rules whenever an entity is published

    Our duplicate detection rules keep unpublishing themselves. I'm assuming it happens when a solution is deployed -> http://www.madronasg.com/blog/duplicate-detection-rules-automatically-unpublished

    So my suggestion is that system automatically re-publish the duplicate detection rules when a solution is published. Or give the admin the option to automatically republish the rules.