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  1. Enable a super cheap license (say $1 month per user) when using CRM as an XRM platform (if hosted on Azure)
  2. User Experience - Help me have a consistent User Experience with SharePoint, CRM and TFSWA Web UIRed star
  3. Web Client - Help me have CRM work on Firefox and ChromeRed star
  4. General UI - Help me see how many items in each listRed star
  5. Server - Help me edit CSS file for each organizationRed star
  6. User Experience - Help me make the URL friendlyRed star
  7. User Experience - No white screens in the browser - Help me have a rich client application
  8. User Experience - Help me know when to click or double-click intuitively
  9. User Experience - Help me find the current version (rollup name)
  10. User Experience - Help me have a follow up flag the same as outlook
  11. Outlook Client - Help me get latest version (including rollups)Red star
  12. Outlook Client - Help me know the current organization
  13. Outlook Client - Help me send emails without them getting stuck in outbox* Fixed in Microsoft in CRM 4.0 *
  14. Outlook Client - Help me have a UI to change CRM Server* Fixed in Microsoft in CRM 4.0 *
  15. Outlook Client - Help me have a stable Outlook COM add in
  16. Outlook Client - Help me not get a BIG surprise by my contacts syncing automatically
  17. Outlook Client - Help me avoid the 'Unable to connect' balloon every 2 minutes
  18. Web UI - Help me improve Message Box* Fixed in Microsoft in CRM 4.0 *
  19. General UI - Help me have a better UI for CRM Environment Diagnostics Wizard* Fixed in by adding Diagnostics menu in CRM 4.0 Outlook Client*
  20. Web UI - Help me know which related records will be deleted
  21. General UI - Help me have some Bing Maps integration and reports
  22. Web UI - Help me have more info on "Record Is Unavailable" error
  23. Form Design - Help me have disabled fields indicate how to modify them
  24. General UI - Help me have a sorted view by more than one field
  25. General UI - Help me have the sorted field visible from this UI
  26. General UI - Help me learn what all the possible URLs are by adding a "All URLs" option into the "Tools" menu
  27. Start Menu - Help me find the CRM programs
  28. Options - Help me know what's going on in the Workplace tab
  29. Options - Help me by having a nice UI on the "General" tab
  30. User - Help me have a "Check Names" button
  31. User - Help me delete user Active Directory accountRed star
  32. Contact - Help me know Primary Contact on the Contact form
  33. Contact - Help me have a consistency with CRM and Outlook with regards to Addresses
  34. Add Microsoft Live Maps integration for contact and account addresses
  35. Developer - Help me have a Month/Year Date control
  36. Developer - Help me have config files to store settings instead of the windows registry
  37. Developer - Help me see original email message and support a plugin message of promoting outlook email to CRM
  38. Form Design - Help me resize fields on form without using JavaScript
  39. Workflow - Help me have a better "Status Reason" Message
  40. CRM Laptop Client Installer - Help me have an option to use local SQL Server (if already installed)
  41. Campaign - Help me have campaign estimated revenue in default view
  42. Campaign - Help me have sales stage to be displayed on the form and have a predefined probability value
  43. Report - Help me select a template to choose my companies colors
  44. Report - Help me add text at the top of a report
  45. Web Service - Help me remove an attribute on the form
  46. Scheduler - Help me create recurring appointments
  47. Customizations - Help me read Customization file
  48. Security - Help me have Cardspace and WCF support
  49. Out of the box - Help me change option group to checkbox
  50. Email - Help me have an option for specifying a path to a .html for an email template
  51. Out of the box - Help me edit a completed task
  52. SharePoint Integration - Add a custom Search Results page as part of the CRM Search Accelerator
  53. Exchange - Help me have OWA integration with CRM 4
  54. Give URLs for reports
  55. Campaigns - Help me have some idea how many records or pages
  56. Improvements for the service calendar
  57. Add support for High Latency!
  58. Help me be able to use 'Service Activities' as native Outlook Appointments
  59. CRM 4 - Use full footer
  60. CRM 4 drill down not working in Activities report
  1. Enable a super cheap license (say $1 month per user) when using CRM as an XRM platform (if hosted on Azure)

    I get the value of CRM when a customer uses it out of the box (you get a full Customer Relationship solution to improve your sales)... But what about when you are using it to build a custom solution?

    I don't think many developers know that using CRM (as xRM) gives you a nice GUI for creating tables, that automatically give you a basic editing form and services to program against.

    Make it easy for developers in VS to choose to build a solution on either:

    • ASP.NET and SQL Server
    • ASP.NET and xRM on Azure (empty $1 per month per user)
    • ASP.NET and CRM on Azure (everything - normal $100 per month per user)

    My logic is that Microsoft wants Azure to be huge, and this is a step in that direction.

    Cheap license for CRM
    Figure: The VS 2012 out of the box experience is missing any encouragement to use CRM (or XRM)
  2. User Experience - Help me have a consistent User Experience with SharePoint, CRM and TFSWA Web UI

    Make Dynamics CRM and SharePoint and TFS (Web Access) consistent to end users. Please.

    Remember the early days of Microsoft Office when an end user got used to Excel, and we could show them that the switch from WordPerfect to Word would be fine.

    e.g. "See Mary, it has the same File Menu and look at the toolbar, and the Tools | Options is the same place."

    Well today I have bosses who love SharePoint, but I get no loyalty from them or their end users, when evaluating CRM4 vs Salesforce for their CRM. There is no loyalty because knowing SharePoint, does not help you know CRM.

    The first thing they want to do is change a few things... add a few fields.... so start with making the customizing consistent...

    e.g.

    1. Modifying a list in SharePoint
    2. Modifying an entity in MS CRM
    3. Modifying a work item in TFS

    Should all be the same experience.

    For a gold star, we need to take more inspiration from Facebook. It is the standard UI.

    I want to sign in to each of those 3 portals (see red icon I am used to seeing at the top now) and see if I have stuff that has happened while I was away.

    e.g.

    1. In SharePoint someone made a comment about one of my documents
    2. In CRM someone made a comment about one of the customers I am the Account Manager of
    3. In TFS someone made a comment about one of the work items I authored.
  3. Web Client - Help me have CRM work on Firefox and Chrome

    UNBELIEVABLE - Not Fixed In CRM 2011.

    It is not just Firefox and Chrome... Actually it is more important that we can offer a solution that support the Apple Mac clients – which most organizations have these days.

    I should not have to deal with this error message

        Unsupported Browser Version
        Microsoft Dynamics CRM requires Microsoft Internet Explorer 6 SP1 or later, running on a computer with Microsoft Windows XP, Microsoft Windows 2000, 
        or Microsoft Windows Server 2003. 
    
        Upgrade your browser and try again.
        
    Support to Firefox
    Figure: I want to use CRM 2011 with my favorite browser
  4. General UI - Help me see how many items in each list

    Show me count in left hand navigation like Outlook.

    Left hand navigation
    Figure: Bad Example - Left hand navigation
    Count in Outlook
    Figure: Good Example - Count in Outlook

    We have a rule about this - Data Layout - Do you have nodes count like Outlook?

    Tip #1: Use AJAX lazy loading for better performance.

    Tip #2: Allow me to grab an add-in from a 3rd party vendor. But it must be as easy to get as using the Visual Studio 2012 Extension Manager.

  5. Server - Help me edit CSS file for each organization

    User Story: As a CRM power user, I want to change the background color of the Test Organization to Blue, so that users don't enter a lot of data into the test CRM server by mistake.

    In CRM 2011, power users should be able to edit CSS on their CRM Website and this CSS should be per organization instead of per CRM web application.

    In addition you should provide 4 out of the box templates for Dev, Test, Staging and Production.

    Tip #1: If I know how to do this in SharePoint, it should be the same for CRM. Right?
    So I would love to see it be consistent with the SharePoint experience (it uses the click once app, SharePoint Designer)

    Tip #2: The TFS Web Access Team need to do this too for TFSPreview, in a consistent manner so I can leverage my existing knowledge from using SharePoint.

  6. User Experience - Help me make the URL friendly

    Please compile CRM 2011 in .NET 4 - then I can use System.Web.Routing and do it myself.

    URL in CRM is hard to understand, for example:

    http://CRMServer/SSW/sfa/conts/edit.aspx?id={1F914A6F-C320-DD11-926D-00155D012229}
    Figure: Bad URL - it's not clear and easy to remember

    It looks much better if the URL changes to:

    http://CRMServer/SSW/Contacts/edit.aspx?id={1F914A6F-C320-DD11-926D-00155D012229}
    Figure: Good URL - this looks simple clear

    See our SharePoint suggestion: Give me nice URLs.

  7. User Experience - No white screens in the browser - Help me have a rich client application

    (It must work on an iPad, so don't solve using Click Once or Silverlight).

    The web application is not responsive enough when your whole job is to use it all day long.

    Remember OWA is great, but most people choose to use Outlook all day long.

    Experienced Sales Force users say that they find CRM slower to use. I believe this is because they use more AJAX/jQuery
    Strive to use as much AJAX as Facebook.

    Tip #1: The Outlook Toolbar is OK, but needs an alternative

    Tip #2: Need offline support

    Tip #3: Remember OWA is great, but most people choose to use Outlook all day long.

    Blank Form
    Figure: Ouch... a white screen again. I don't ever want to see a blank screen like this - Either add some more AJAX or create a click once application (using SQL Compact for Offline)... Now this would make it more responsive than Sales Force!!!
  8. User Experience - Help me find the current version (rollup name)

    Number #1 of course is Windows Update.

    After that these things would be nice.

    CRM Help | About menu
    Figure: The version number is not enough... e.g. I want to see Rollup 5 has been installed on this PC.
    CRM in 'Programs and Features'
    Figure: When I install a Rollup - this version number does not change.
    CRM Updates in 'Programs and Features'
    Figure: I should not have to click "View Installed Updates" to find that Rollup 5 has been installed (Does anyone like that updates are hidden under here).
    SilverLight SP in 'Programs and Features'
    Figure: I much prefer being able to see SP1 here like this.
  9. User Experience - Help me have a follow up flag the same as Outlook

    Update: Apparently Fixed in CRM 2011... to be confirmed. Apparently, inside Outlook you now get a rich client experience since it was re-coded to use MAPI, instead of using the old Web UI inside Outlook

    CRM should have a consistent process of creating follow up for an email between CRM and Outlook.

    The process in CRM:

    Create follow up from an email in CRM
    Figure: Create follow up from an email in CRM
    1. Draft email
    2. Save email activity
    3. Create follow up
    4. Save follow up activity
    5. Send email

    The process in Outlook:

    Create follow up from an email in Outlook
    Figure: Create follow up from an email in Outlook
    1. Draft email
    2. Hit "Follow up" flag
    3. Choose "next week"
    4. Send email
  10. User Experience - Help me know when to click or double-click intuitively

    The reason they have done this - I assume - is to allow the user to select a record, and choose a different option from the menu. A better way would be to hyperlink the report name, and include a hover effect on the rest of the record like used on this training page.

    There are very few web pages if any, where you *have* to double click to open.

    • Either change the report to a hyperlink
    • or add to the tooltip "(double click to preview)"
    Single click to expand, double click to open record is confusing
    Figure: Single click to expand, double click to open record is confusing
  11. Outlook Client - Help me get latest version (including rollups)

    CRM Outlook check for updates
    Figure: The "Check For Updates" button should give me an option to also check for Rollups

    Today I have learnt about changing Registry Entry to enable CRM Client AutoUpdate.

        Check For Updates on:
        (o) Microsoft Servers
            [x]Check for Rollups (not recommended)
        (o) Your CRM Server
    Figure: The "Check For Updates" should invoke a form with these steps

    A message box is not good enough. I want to continue on and get the update.

  12. Outlook Client - Help me know the current organization

    UPDATE: To be confirmed. CRAIG AND GEORGE say this is fixed in the 2011 UI - multiple orgs are fine.

    Add a form that can show the current organization... with a button "Change".

    Change organization
    Figure: How can I know the current organization I am using? Change this option to pop a form
    Change organization
    Figure: A similar "Change" option is here in Outlook

    PS: I should not have to close Outlook to see this.

  13. Outlook Client - Help me send emails without them getting stuck in outbox - * Fixed in Microsoft in CRM 4.0 *

    After the CRM Outlook Client is installed, you will find that emails will sit in your Outbox without a send date (they change from italics to non-italics). This happens whenever you navigate to the outbox folder in Outlook and an item is selected.

    Email is stuck without a sent date
    BUG - Email is stuck without a sent date

    Note: There is a work-around to send the un-sent emails - You open the item, switch back to Outlook and change folders out of the outbox. Then click send on the mail item and do not navigate back to the outbox until you've send/received.

  14. Outlook Client - Help me have a UI to change CRM Server - * Fixed in Microsoft in CRM 4.0 *

    When the CRM Outlook Client is installed, you cannot change the CRM server that you specified when you first installed it. We need a UI to change the server, like Exchange:

    Exchange Server Settings
    Figure: UI to change the Exchange Server

    At the moment, the only way to change the server url is through the registry at: "HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient\ServerUrl".

  15. Outlook Client - Help me have a stable Outlook COM add in - * FIXED IN CRM 4 ROLLUP 7 *

    The quality of the add in is not good enough - the CRM team should install the Outlook add in from www.plaxo.com and aspire to that quality and integration.

    The worst thing is it is buggy and causes outlook to crash.

    I thought I was dreaming first time - but now I know it's a persistent little bugger - this should NOT happen.

    Outlook COM add in
    Figure: When you turn off the outlook COM add-in it should not come back magically some time later
  16. Help me not get a BIG surprise by my contacts syncing automatically

    I Install CRM Outlook Client and I open up Outlook and it syncs 10,000+ contacts from CRM to my outlook contacts.

    Is CRM crazy? Why would it not tell me this?

    Suggestion:

    • Before doing that action, please give me a warning with how many you will sync.
    • Show me some of the sample data, in a grid.
    • Better still have a wizard that include the settings on below image.
    • Also educate me - my current contacts will not end up in CRM.
    CRM Synchronization tab
    Figure: These options should not be checked by default. And they should include the Count, so I can know how many will sync

    Bottom line is you can't sync my stuff without asking me (and tell me the number).

  17. Outlook Client - Help me avoid the 'Unable to connect' balloon every 2 minutes - * FIXED IN CRM 4 ROLLUP 7 *

    Losing an Internet connection should be a seamless experience. Testing 'Work Offline' is important.

    CRM Unable to connect balloon
    Figure: I should not have to see this message every 2 minutes when I lose Internet connection
    CRM Outlook menu
    Figure: Add a 'Work Offline' option and automatically enable it when...
    CRM Outlook menu
    Figure: When I click 'Work Offline' I expect CRM to take advantage of it

    Note: By the way Firefox doesn't even ask me to 'Work Offline'

  18. Web UI - Help me improve Message Box - * Fixed in Microsoft in CRM 4.0 *

    Remove the non standard separating dashes and improve the Message Box.

    Message Box
    Figure: Non standard separating dashes
  19. General UI - Help me have a better UI for CRM Environment Diagnostics Wizard - * Fixed in by adding Diagnostics menu in CRM 4.0 Outlook Client*

    Allow this form to be expanded so you can see all in one - or send a screen capture to someone else:

    Diagnostics Wizard
    Figure: CRM Environment Diagnostics Wizard Form

    Call this "CRM Configuration Manager" to be consistent with "Reporting Service Configuration Manager":

    Reporting Services Configuration Manager
    Figure: Reporting Services Configuration Manager
  20. Web UI - Help me know which related records will be deleted

    If the deletion will also delete some related records, it would be better to look up and show them in this "Deletion Confirm Dialog":

    Deletion Information
    Figure: Needs more deletion information in the Confirm Dialog
  21. General UI - Help me have some Bing Maps integration and reports

    I want nice out of the box experience for nice demos to customers.

    So add some Bing Maps integration and reports.

    Spyk
    Figure: Have some out of the box Bing Maps (was Virtual Earth) Integration

    For more details about our Bing Maps technology, please check out our Virtual Earth Solutions.

  22. Web UI - Help me have more info on "Record Is Unavailable" error

    This is a general one. The errors in CRM seem too generic, too often.

    If user has just installed it and gets the following error message:

    Record Is Unavailable
    Figure: Error message of "Record Is Unavailable"

    Tip #1: It would be better if user can get more info than this. E.g. If there are no databases on the server, the following info should be included:
    "There are no databases on this SQL Server. Please use the 'Deployment Manager' and create an organization."

    Tip #2: Don't show the generic soap errors.

    Tip #3: Make the errors link to the error log file

    * TODO: Mehmet and Zune: Find the most common errors and pain from others blog posts to use as an example *

  23. Form Design - Help me have disabled fields indicate how to modify them

    * TODO: Adam to clarify the reason. I believe the reason is because you need to be aware that if it was created from lead... you need to go back to the lead to change it. *

    Note: if they added an opportunity directly... there is no source lead... so you can update it.

    "Originating Lead" - is disabled - fields should always indicate what you need to do to un-disable them.

    In this case once an opportunity is saved then the lead is locked into read-only mode.

    A tooltip indicating that the lead cannot be changed or how to change should be provided on the read-only field.

    Originating Lead is disabled after saving the opportunity
    Figure: Originating Lead is disabled after saving the opportunity - this means poor users can't change it after saving - as a minimum give a tooltip how to unlock it

    UPDATE: NOT FIXED IN CRM 2011

  24. General UI - Help me have a sorted view by more than one field

    * TODO: Adam to establish if there is a workaround by exporting the data to Excel *

    NOTE: THE WORK AROUND IS TO HOLD DOWN SHIFT AND SORT COLUMNS - OR USE COMPOSITE COLUMNS

    * TODO: Adam to establish if the same issue exists in SharePoint *

    In CRM4 it only allows a user to sort by one field like below, but we need sort by more than one field:

    Should be able to sort by more fields
    Figure: CRM4 Customizations only allows you to sort by one field
  25. General UI - Help me have the sorted field visible from this UI

    In CRM4 there should be some sort ability in below UI:

    will be some sort ability
    Figure: There should be some sort ability in this UI

    Note: Actually if you can click on 'Edit columns' to do this... Not very obvious.

    * TODO: Adam to compare how it is done in SharePoint *

  26. General UI - Help me learn what all the possible URLs are by adding a "All URLs" option into the "Tools" menu

    UPDATE: This was fixed in CRM 4. To be confirmed

    Where you link to a help page about: How to link to different views on the various entities? Like Entity Type Codes

    Add link in menu
    Figure: The "All links" link would be helpful, on creation of Shortcuts on the Windows desktop
  27. Start Menu - Help me find the CRM programs

    CRM 4.0 Program Files
    Figure: These 3 options should start with 'CRM' because it doesn't work when you use the Windows 7 and Windows 8 searching

    In addition I wouldn't mind an extra menu 'xRM' – and just a link for them to send to their Visual Studio developers.

  28. Options - Help me know what's going on in the Workplace tab

    CRM Workplace option
    Figure: Horrible UI - I don't know where to start
  29. Options - Help me by having a nice UI on the "General" tab

    CRM 4.0 "General" Tab
    Figure: CRM 4.0 - The "General" tab, needs many things fixed on the UI

    This is just poor design:

  30. User - Help me have a "Check Names" button

    Microsoft CRM needs a "Check Names" button to work the same as Outlook - so you can add a user by only knowing a few characters of their name.

    Check Names
    Figure: Need a "Check Names" button

    Microsoft teams should share code. I'd like to see the same control reused from the SharePoint team.

    Add a tooltip "Use Control + K"

    IMPORTANT FOR HOSTED CRM
    Change 'Domain Logon Name' to 'Logon Name'
    e.g. The first field should be able to resolve by ID eg. Their email address, live ID or domain credentials.

  31. User - Help me delete user Active Directory account

    Update: Maybe fixed in CRM 2011. To be confirmed.

    I should not have to keep all my old employees' and contractors' accounts in Active Directory and I should be able to edit their information.

    Currently I have to have a crazy CRM rule to 'NEVER DELETE AN AD ACCOUNT' **TODO Find that rule

    BOTTOM LINE. NETWORK GUYS SHOULD NOT BREAK A BUSINESS APP

  32. Contact - Help me know Primary Contact on the Contac form

    Currently you need to go to the Account (Client) to change the primary contact.

    To Repro:

    1. Go to a Account with contacts
    2. You can observer who is the primary contact in the XX field
    3. Double click on the primary contact
    4. Observer there is no way to know this is the primary contact

    Suggestion:

    1. Underneath the "Parent Customer"
    2. If Stephen is the primary contact
    3. Add a checkbox "Primary Contact" [x]
    4. If this guy is not the primary contact and you want to make him that. Check the checkbox and get a message to confirm.

    MORE INFO:
    THE PRIMARY CONTACT IS DEFINED BY A LINK NOT A FIELD.
    THE PROBLEM IS YOU CAN BE A CONTACT FOR MORE THAN ONE COMPANY (to be confirmed)
    TODO: in CRM 2011 get a screen capture of the grid

    Contact Form
    Figure: Contact information without exposing primary contact
  33. Contact - Help me have a consistency with CRM and Outlook with regards to Addresses

    Currently, CRM only allows making address single line which is not appropriate, because address might contain much information that one line is not enough. It's much better to support both single line and multi-line for users to input their addresses.

    Street Address in CRM
    Figure: Street Address in CRM
    Street Address in Outlook
    Figure: Street Address in Outlook

    CRM should be the same as Outlook? Or as a minimum, give us an option in Customization to have "have all addresses on 1 multiple line field".
    Tips:

    1. You can change this easily - by making Address 2 and Address 3 invisible and make Address 1 multi-line.
    2. If you hate how CRM deals with addresses, then fill all addresses in Outlook - it does synchronize back to CRM.

    This issue hasn't been changed in CRM4. We have a rule about this at Do you have consistent way to store a same field?

  34. Add Microsoft Live Maps integration for contact and account addresses

    Add a new tab to contact and account entities called location. This tab should have an HTML iframe to Microsoft Live maps showing the address of the contact/account highlighted:

    The CRM account should have a integrated map with highlighted address.
    Figure: a CRM Account record with the address highlighted

    Note #1 : This one is the right idea, but is missing the steps to follow.
    http://community.dynamics.com/blogs/crminogic/archive/2009/04/27/maps-integration-for-dynamics-crm-4.aspx

    Note #2: Richard has blogged a solution that shows the map on SharePoint (not CRM like we suggest).
    http://www.dynamicscrmtrickbag.com/2009/04/14/search_accelerator_part2/

  35. Developer - Help me have a Month/Year Date control

    Currently the only option a user has when inputting a date are:

    1. Date only
    2. Date/Time only

    There is a need for a Month/Year control. For example this is needed when trying to report on a projected income on a monthly basis.

    Month/Year Date control
    Figure: CRM should include a date control

    TODO: See if KendoUI have a control for this

  36. Developer - Help me have config files to store settings instead of the windows registry

    The connection string for CRM is actually stored in the windows registry under HKEY_LM\Software\Microsoft\MSCRM.

    This makes it very difficult to find and it would be more intuitive to store it in a config file in the CRM folder.

    Config database under registry
    Figure: CRM config setting save in registry
  37. Developer - Help me see original email message and support a plugin message of promoting outlook email to CRM

    Ideally, in order to properly integrate email with CRM, the developer should be able to see the original email message and hook in the process of promoting an email to CRM.

    For example, an invoice tracking email might need its custom attributes to track it's type/category etc. We can store this value in the email custom header, but we cannot pass this value to a custom attribute in CRM.

    TODO: You need some structure in the body of an email.

    TODO: Investigate with George

    N.B. This is not an issue if using the CRM web form to send the email, only if using CRM Outlook client, which is not customizable.

  38. Form Design - Help me resize fields on form without using JavaScript

    Form Designer - field widths

    Field widths indicate to a user, what data will go in it. E.g. State will be able to accept say 6 characters - not 100 characters.

    You will be able to change the width of fields in the form designer (without needing JavaScript).

    Page with a bad form designer
    Figure: Bad - The form designer only gives you this by default
    Page with a good form designer
    Figure: Good - The form designer should allow you to get to something like this eg. resize the width of fields

    See Do you follow the control size and spacing standards?

  39. Workflow - Help me have a better "Status Reason" Message

    * TODO: Zune to add repro steps with Adam *

    See the 6th and 7th record (yellow parts) below, it would be better to change the "Status Reason" message from "Waiting For Resources" to "Waiting For Resources - Check the service 'Microsoft CRM Asynchronous Processing Service' is running". Because it took too long to work out:

    Status Reason Message
    Figure: The message "Waiting For Resources" took too long to work out
  40. CRM Laptop Client Installer - Help me have an option to use local SQL Server (if already installed)

    PCs already run slow enough. And installing SQL Server Express 2005 is a heavy thing and if it can be avoided, it should. The installer should have an option to point it at your current SQL Server (if installed), rather than installing a new instance.

  41. Campaign - Help me have campaign estimated revenue in default view

    In default view for Campaigns you cannot easily see all the estimate revenue for all campaigns.

    Estimated revenue is available after expanding the campaign but on a section by section basis.

    It would be better to show this as an extra column as well as showing all campaigns estimated revenue, you can then sort from highest to lowest.

    Estimated revenue not shown in default view
    Figure: Estimated revenue not shown in default view
    Estimated revenue hidden in expansion (but you can't sort on it down here)
    Figure: Estimated revenue hidden in expansion (but you can't sort on it down here)

    Tip: Use the kendo grid from Telerik - it does this

  42. Campaign - Help me have sales stage to be displayed on the form and have a predefined probability value

    It's understood that different organizations have different sales stage regarding their opportunities. However the sales stage field should be shown on the form by default make users aware of this attribute and avoid them creating a custom attribute. Each sales stage should have a predefined probability value that is configurable via CRM UI not by hard-coding these values in JavaScript.

    Custom Opportunity
    Figure: Custom opportunity in CRM

    TODO: ADAM Fix image by cleaning thread 'RE: Please enable Sales Stage field in SSW CRM'
    TODO: Adam check the Breadcrumbs in the process

  43. Report - Help me select a template to choose my companies colors

    There is a workaround for this problem, where you can:

    1. Export the .rdl to desk top from CRM, then
    2. Open In VS.NET
    3. Add header, footer and logo
    4. Come back to CRM and re-upload it

    However this is not enough. It should be like the email template and mail merge template. Then it is used for everything...

    Any report which is created by the CRM Report Designer has a standard CRM look and feel. It would be better if there was a template that we could choose from while designing the report.

    CRM report layout from Report Designer
    Figure: CRM report layout from Report Designer

    TODO: Check the instructions

  44. Report - Help me add text at the top of a report

    The CRM Report Designer should allow a user to add text at the top of a report.

    CRM Report with text added on top by using Report Builder 2.0
    Figure: We have to download the report and edit it using Report Builder 2.0 to add some text on top of the report.
  45. Web Service - Help me remove an attribute on the form

    * TODO: Adam to record a demo *

    The CRM Web Service does not have a method which removes the attribute from the form. You have to do it manually through CRM Web UI:

    1. If attribute is not a required field then go to step 3.
    2. Set attribute to be not required field
    3. Save and publish the changes
    4. Remove attribute from the form
    5. Save and publish the changes
    6. Remove attribute from the entity
    7. Save and publish the changes
  46. Scheduler - Help me create recurring appointments

    Microsoft Dynamics CRM 4 allows you to create an appointment:

    • Via the Web UI (New Activity | Appointment)
    • Via the Web UI (Service Calendar | New Service Activity)
    • Via Outlook (New Appointment | Track In CRM)

    To reproduce the problem, create a recurring appointment by:

    1. Create an appointment in Outlook
    2. Click "Recurrence"
    3. Enter recurring time and pattern
    4. Click "Track in CRM"
    5. Click "Send"

    You will get the following error message from CRM 4.0 outlook add in:

    Recurring appointment error in Outlook
    Figure: Please remove this error message in Outlook and support recurring appointments
    Recurring appointments are not supported in Microsoft Dynamics CRM. If you continue, then the item will not be linked to Microsoft Dynamics CRM. Do you want to continue?
    Figure: Adding the above message box as text for Google to see
  47. Customizations - Help me read Customization file

    In the customizations file:

    • Format the XML correctly.
    • List the customizations that were done in comments at the top. E.g.
          There are 2 Customizations:
              - Custom Entity 'Timesheet'
              - Custom Entity 'Work Item'
    Export Customizations
    Figure: Customizations file is unreadable

    TODO: This may have been fixed in CRM 2011
    TODO: DIMAZ HAS A CODE PLEX TOOL

  48. Security - Help me have Cardspace and WCF support

    Cardspace will only start being implemented by sites when customers are demanding it. The more products and services that support Cardspace the greater the potential it has to become mainstream/popular.

    Currently CRM 4.0:

    • Use standard 2.0 Web Services
    • Support Live ID

    The CRM team will issue 4.1 with support for:

    • WCF
    • Cardspace
  49. Out of the box - Help me change option group to checkbox

    It is better to use checkboxes for contact methods instead of option group.

    Option group for contact methods
    Figure: Bad Example - By default CRM uses option group for contact methods which is bad design.
    Option group for contact methods
    Figure: Good Example - Using checkboxes provides a clear and simple interface.

    See our rule Do you change contact method options from default option group to checkboxes? for instructions on how to change from option group to checkboxes.

  50. Email - Help me have an option for specifying a path to a .html file for an email template

    CRM 4's email template needs to give an option to use a HTML file. This .html file would be used for the email body, because for professional newsletters you need to tweak the actual HTML.

    For example, you need to check that your newsletter will be rendered nicely in Gmail - this means tweaking HTML manually

    CRM Email Template
    Figure: Bad Example - The CRM 4.0 template does not allow you to specify a path to a HTML file
    HtmlRedirection
    Figure: Good Example - You can specify a path to a HTML file in Email Merge PRO
  51. Out of the box - Help me edit a completed task

    Add another option to edit the completed task
    Figure: Need another option Action | Edit Task
  52. SharePoint Integration - Add a custom Search Results page as part of the CRM Search Accelerator

    Either add a new custom Search Results page for use within SharePoint, or provide instructions as to how to customize an exist page with the following functionality:

    1. Change icon for a CRM search result to a CRM icon
    2. The link provided to the search result item should open the CRM page itself
    3. There should be a link next to the CRM link that says Cached Result (like Google) and opens a page with the cached results hosted within SharePoint
     You can't see the CRM icon and the link which links to the CRM page.
    Figure: Bad Example - There isn't a CRM icon and a link which links to the CRM page itself.
    • Contact shows an IE icon
    • Search item links to the SharePoint hosted cached results only
  53. Exchange - Help me have OWA integration with CRM 4

    Please work with the Exchange Team to solve this.

    CRM 4.0 provides an Outlook add-in which enables users to access and modify CRM data via Outlook. However there is no add-in to integrate Outlook Web Access with CRM 4.0. This means that:

    • Any changes to appointments, tasks, email... being made via Outlook Web Access won't be synchronized with CRM data.
    • Since CRM 4.0 Outlook add-in only works with default profile. You cannot use CRM 4.0 via Outlook as another user until you log off that computer and sign in as another user.
  54. Give URLs for reports

    Allow me to copy the reports URL, so I can IM it to someone

    Report Viewer without URL
    Figure: Bad Example - Report Viewer don't have an URL for copying.
  55. Campaigns - Help me have some idea how many records or pages

    (This applies to all lists in CRM)
    We are moving our email newsletter to CRM 4 and have found that lists could work better. As an example if you are creating a quick campaign with 40,000 recipients, you want to know where it is up to while it is processing.

    The Best Page Navigation UI
    Figure: A text box to enter the page you want to go to, is the best page navigation UI
      The out of the box experience should be better. I suggest changing the Footer to:
    • "1 - 250 of 45,000 (5 selected)"     *Fixed in CRM 2011 ?thank you
    • "Page 9 of xx"     *Not Fixed in CRM 2011*
    • Having a text box like Adobe reader does     *Not Fixed in CRM 2011*

    Note: There is a nice albeit funny workaround by Andriy Butenko that adds an extra record to the first line with this information

    Get to the last page quickly
    Figure: Help me get to the last page quickly... give us "Page 9 of xx"
  56. Improvements for the service calendar

      The service calendar is a great way to schedule resources and keep track of what everyone is working on, however, there are a couple of things that would make it even more usable:
    1. The Resources should be able to be grouped by site or employee type as default (instead of having to manually sort each time)
    2. You should be able to select a default type and view (instead of having to navigate to it each time)
    3. Weekends should not be displayed if they're empty, only if there's something scheduled on them
    Items On Service Calendar
  57. Add support for High Latency!

    When working on CRM from remote locations there is often high latency.

    Good latency at night
    Figure: Good latency from UK to Aus during the night in Aus

    This causes CRM to disconnect and for Outlook to freeze when connecting. CRM should have a proper threading model in its application so it does not make the user wait for extended periods of time.

  58. Help me be able to use 'Service Activities' as native Outlook Appointments

    Double Click
    Figure: Double clicking does not open an Outlook Appointment (like other entities do)

    In Outlook 2010 with the CRM Add-in a service activity can be synchronized to your calendar. Great. But when you double click it, it opens in the CRM web application.
    This should open as an appointment natively in the Outlook client, rather than just a short-cut. It should only open the CRM service activity if we click "View in CRM".

    Appointment Opened In WA
    Figure: The appointment actually opens as expected in Outlook Web Access

    For more info see xxxxxOTHER RULE YOU JUST CREATED WITH OTHER SUBJECTx

  59. CRM 4 - Use full footer

    When this report prints, it should show the date it was printed and the report name in the footer.

    Date and report name

    It should be the same as this: http://www.ssw.com.au/ssw/standards/rules/rulestobetterSQlreportingservices.aspx#UsefulFooter

  60. CRM 4 drill down not working in Activities report

    The hyperlink isn't underlined.
    Figure: The hyperlink "RE: Consulting" is not underlined and the drill down report that it links to does not show any records

    When using the "Activities" report and drilled down to a particular user's email and it opened to a blank webpage when I clicked on that email.

      In summary:
    1. All hyperlinks should be underlined
    2. The link currently goes to a blank page. This should be fixed.

Acknowledgements

Adam Cogan