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  • CRM Users Usage Tracking

    Hi Team, We had come across the requirement from the customers,  that we need to track the usage of the each form vistited  and frequency of login and user's login count/day into MSCRM. It would be better to have an administration tool along with CRM SDK to track the usage report of the forms visted and login count per user in CRM.

  • Personal User View/Dashboards/Charts Migration

    Hi All, To migrate all the users related personal view/charts/Dashboards from one organisation to another organisation without Username and password INPUT. My Customer wants to have a separate tool which will migrate all at one shot including the users shared views.Since i am system admin and wrote SQL inline queries to retrieve the users views/Dashboards/charts using impersonation concept and migrated to another org using CRM Service. It will be good to design a separate role and tool [like User View Migration][Personal view/Dashboards/charts Migrator] which should comes with MSCRM to perform this task without the user intervention and it will be helpful while moving from on premise to online migration. The major objective of this idea to achieve the any CRM administrator to perform this activity by using the Migrator Role at one shot. Most of the customers wants when their CSR/any client personnels from sales or business side ,they want to see their personal views/dashboards/charts to be available when they login from old production environment to new production environment irrespective of all the CRM versions. Thanks, Thangamani

  • Enable the automatic refresh of entity forms

    Hi Team, We have come across a requirement that automatic refresh of entity forms to see the updated values not using the javascript w.r.t form levels.If we get this feature like to enable and disable the automatic refresh of the entity forms minimum for sales related entities.It will be helpful.Like enabling and disabling the auto save functionality. Regards, Thangamani
  • Edit the Delete the from Cascade All to Cascade None in Configurable Cascading relationship behavior.

    Hi All, Edit option should be given to configurable cascading relationship behavior on DELETE from CASCADE ALL to CASCADE NONE.It will be used for some scenarios. Suppose customer wants to delete the activities alone without deleting its parent then they can delete the activities alone. If this feature is enabled then it will not be difficult for the customer to perform the operation and it will not end up in SQL timeout issues. Regards, Thangamani