Change lookup view
I am working with a customer right now where we need to set the Lookup fields to use a specific Account View as we are filtering to only show a specific subset of Accounts. And we are able to do this for most entities; however, we are not able to do so on Quotes, Orders and Invoices, as these...
Email address as hyperlink on sub-grids
When there is a sub-grid of Contacts on the Account form, the Email Address should be a hyperlink. When you have a phone number appear on the sub-grid, this is already a hyperlink. I feel that many customers use emails just as much, if not more than phone calls.
Security needs to be broken out for Product Catalog
I am working with a customer and we need to make the Unit Groups and Units non-editable by users; however we want them to still be able to Create and Edit Products. This is not possible in the current setup of Dynamics CRM because the Security for Unit Groups, Units and Price Lists are all in...
Importing Managed Solution turns off Auditing
I recently found out that when you import a Managed Solution, it will turn off Auditing if it's already enabled in the destination environment. To me, this should not be happening. Or at the very least, you should be able to select whether or not that will get over-ridden upon Solution impor...