The Business Unit field when creating a new User should be empty in CRM 2011
Whenever I create a new System User (user entity), the Business Unit field defaults to the top level parent. While creating a new User, I can change this to any other Business Unit. Many a times, if an organization has many levels of business unit, then having a default might be an issue. In C...
Have an Audit Record of when (date/time) and which CRM User created entites, option sets, fields, option set items and relationships
In Microsoft Dynamics CRM 2011, there is no way to know who has made changes to the metadata. If I look at the metadata tables in the database, there are no “CreatedBy” and “CreatedOn” fields.
It would be nice if we tracked every new creation in the metadata (entities, option sets, fiel...
Customize the main View for "System Jobs", "Duplicate Detection Jobs" and "Imports"
Hi Team,
It will be quite flexible if we can change the columns for main View (View on the landing page) for "System Jobs", "Duplicate Detection Jobs" and "Imports".
For example, my user wants to see additional 4 columns in the "System Jobs" landing page View. These 4 fields exis...
"Records per page" should have options to show more than 250 records
Users of Microsoft Dynamics CRM 2011 can set in their personal options to show how many records per page. They can go their Personal Options > General tab > "Set the number of records shown per page in any list of records" > "Records per Page" pick list. Here the users can select from this pi...
"Contact" unsubscribing from a "Marketing List" should only be unsubscribed from that "Marketing List"
Hi Team,
A Contact entity in CRM, has a field called as "Send Marketing Materials". The logical name of this field is "donotsendmm". It is a type “two option” field with values are "Send" and "Do Not Send".
This field is displayed in the Contact main form und...
Alphabets displayed in CRM Settings > Customizations, to filter on fields
Hi Team,
When I go to customize any entity, I can add/edit fields in that entity. In any enterprise level project, there can be many custom entities which can have more than 200-300 custom fields (attributes).
Even system entities like Account and Contact can be extended and have...
Search feature in CRM Settings > Customizations, to filter on fields
Hi Team,
When I go to customize any entity, I can add/edit fields in that entity. In any enterprise level project, there can be many custom entities which can have more than 200-300 custom fields (attributes). Even system entities like Account and Contact can be extended and have hundre...
By expanding and highlighting an entity in Customizations, the 'Entity Definition' doesn't appear
Hi Team,
The default behavior:
In Dynamics CRM 2011 please go to 'Settings'. Go to 'Customizations' (under 'Customization'). From right hand side options, click on 'Customize the System'. This will open the 'Default Solution'. On left hand side tree, 'Components' is selected. Please...
Ability to change "Maximum Length" of entity's "Primary Field" from the definition page ("Primary Field" tab)
Hi Team,
Every entity has a Primary Field. By default its logical name is
The Primary Field is of type = "Single Line of Text" and format = "Text". The "Maximum Length" is 100.
After I create an entity, I can change the "Maximum L...