Share your ideas and vote for future features

It is really a strong requirement to have a feature for an "autonumbering" - field...there are solutions out there in the wild, but it would be very nice to have this feature out-of-the-box in Crm. ... View more

MS Dynamics CRM has a few entities where it offers this functionality (for example customer on opportunity, partylist on email, regarding on activities). It would be particularly handy if we could define these ourselves for use on any custom or system entity. For example define a lookup on a custom entity which can contain multiple record types (like customer works) or define a party list on a custom entity and have it contain any system or custom record type (in line of how to/from works on email). ... View more

Please consider adding the ability to designate the default entity for lookup fields like Potential Customer on the Opportunity. We have several implementations where we might use the Account or Contact entity but not both. Additionally, clients might want to require or prefer a particular entity over another and want the lookup field to, at a minimum, default to the desired entity type. I've had two client requests in the past week alone for this feature. Thank you, ... View more

CRM 2013 introduces a great feature of Composite Fields (e.g., Full Name, Address). However, the fields that appear in this composite field are hard coded and not editable. It would be ideal if system customizers could edit these composite fields similarly to how they edit other forms within customizations. ... View more

There exists a date criteria for "Older than X Months". There should additionally be criteria for Days as well. ... View more

When fields are added to a form, it is sometimes useful to abbreviate labels so they take less space, especially to remove parts of field names which are redundant in the context of well designed and labelled forms, tabs and sections. eg in a section labelled "telephone numbers" the fields might only need to read "business", "mobile", "home", "other" without repetition of the words "telephone" and/or "number" The 'tooltip' which shows up when a user rolls over a label adds no value whatsoever, since it displays exactly the same text as the form label. It would be more useful generally if this showed "Display name (schema_name)" because: - this could give a slightly more explanatory text, such as the longer display name rather than abbreviated versions - the display name will match any views, advanced find queries and other instances of the name, so a user can check and have confidence that the field they are interacting with on a form is definitely the one they are using elsewhere, not something just named similarly - the schema name is more useful for system customisers, admittedly, but also useful for absolute disambiguation in cases of similar names. The display name on its own would be a good start though. Secondly, allowing the rollover text to be changed directly by a system customiser, just as the label can, would be very powerful to allow additional help, advice, user guidance and other explanatory text to be added when needed. This would obviously require extension to the xml schema for forms to export / import as solutions. Default should always be to "display (schema)" so if this is not explicitly provided in an old solution it could still be imported without failing the form for not specifying these labels. Alternatively, an extension to the JScript library to provide a direct supported way to change this tooltip without accessing the DOM directly. ... View more

a field that allows a sum, avg, count, percent etc. of number fields would come in handy. Or fields that allow simple excel-style formulas, and excel-like functions. ... View more

Hi.  Currently one of the main issues we have with customers and using the very friendly PowerApps interface is that they are used to being able to drag'n'drop elements in all other software/games.  Which of course leaves them a bit disapointed when we can't provide them with this functionality in any way.  A use case if often when something is placed on a timeline and they want to move this element in time.  It would be a huge advantage if there was some way to interact with element in a e.g. a timephased area. By dragging the element the start/finish date should also be changed accordingly. ... View more

I'd like the ability to create a lookup field on the 'Customer' entity, similar to that used for a Case. This would provide support for a number of scenarios where the primary, or even secondary, record could either be a contact or an account. ... View more

Dates like the ACTUAL CLOSE DATE vary depending on which time zome you are in. If an opportunity is closed on a specific date, say 30 June 2009, then where ever you are in the world it should show the date as 30 June 2009. If you are in a time zone that is say 12 hours head of the person that closed the opportunity, then the close date should still be the same, not 1st July 2009. ... View more

It would be advantageous to have Actions on Components.  At the very least an OnSelect action.  At the best, the ability to create custom actions in your component. A common example is the "menu" component - the ability to raise an Action when a menu item is selected to be acted upon in the App would be helpful.   Current workaround - use a Toggle and create formulas based on conditions around the component. Although this adds more dependency in the hosting app - which is what the component was intended to remove. ... View more

The inflexibility of the various query methods are a real pain point when developing with CRM. Particularly when developing client applications like silverlight or desktop. There are many limitations such as lacking 'true' aggregation (i.e. with group by), sub queries, union, sending multiple requests etc etc. I'd like to see: 1. As many of SQL's capabilities as possible. 2. All three query methods, fetchXml, Linq and Query Expressions have equal capabilities (as much as possible) as each one has unique strengths and uses. Because of the limitations I seem to end up doing multiple expensive round trips to CRM to get the data I need, which is killing performance and threatening the usefulness of my application. At the very least it would be good to support UNION and/or the ability to run multiple statements which returns multiple result sets (EntityCollections) in a single round trip. This should be fairly easy to achieve and at least avoids the constant round-tripping. I'm developing for CRM 2011 on-line and so cannot deploy a web service to the server. Another option would be to allow access to the filtered views (with security of course). An example would be getting the latest order record for a bunch of order id's (my entities). In SQL there are multiple ways I could do this in a single trip to the database, I cannot for the life of me figure out how to do this using the CRM API. If there are thousands of orders this becomes very slow indeed. ... View more

As the subject suggests, the ability to use 'This' on any control would be extremely useful for at least my use case and I am sure it will at least be mildly useful for others as well. To go a little more in-depth about this, for instance, if you have a Button, and wish to use the Text attribute to update a variable. You need to specify the 'Button name'.Text to use that value, however, if you could just use 'This'.Text or something like This.Data.Text (since the actual text value is in the DATA of the Button).   TL:DR = Let controls be able to access their own values using 'This'.   BTW, I'm new to PowerApps and if there is a way to do this or if there is a reason we should be able to do this then my bad. ... View more

Currently there is no way to transfer an access team template from one organization to another via solution ex- and import. The issue is that access team templates can be configured in one org, and a form is then configured to reference this template, but the template cannot be included in a solution. This should be handled completely analogous to configuring and tranferring Field Security Profiles for secured fields or Connection Roles, and should of course be included in a solution. ... View more

The ability to select multiple items in a lookup will be a major win for CRM. ... View more

System customizers should have the ability to control how much whitespace appears between tabs/sections on forms. Currently, when looking at CRM, there is always so much whitespace. If we had control over that, we could maximize on visual appeal and screen real estate. ... View more

Only OptionSet and bit fields can currently have default values set through the customization GUI. In certain circumstances it would be very useful to be able to default numeric fields (e.g. to 0, 1 etc), date fields (i.e. to today's date) and text fields - especially with the mandatory primary field (name / new_name) on custom entities when entity does not have a 'name' or other uniquely identifying text attribute. This would save having to use javascript which does not catch all creation events (such as workflow created, webservice created, converted from other entity) etc. ... View more

I'd like the ability to add other entities as a part of the 'Customer' entity. This would allow me to create other entities (i.e. Vendor, Distributor, etc.) that are separate from the Account entity, but can be used in similar fashion across the application. ... View more

There are several instances of Entity Relationships where we have a requirement for 1:1 mapping (essentially wanting lookups at both ends). This can't be done out of box but there seems to be no logical reason for this. ... View more