Changelog#

0.2.1.05

  • Added 'Marketing List' to site map (temp request by PHN)
  • Modified default view for 'Reports' to exclude the system-default reports created by Microsoft
  • Added some permissions to the Team Member security role
  • Made 'Accounts I own' the default view
  • Removed user-level 'delete' permission for Accounts from 'Team Member' role
  • 'Team Member' role can now delete Contacts
  • Added permission for users to 'pin' views to default (per-user)
  • Configured entities in the 'quick create' list

0.2.1.04

  • Added some charts and dashboards for Activities entity
  • Configured Quick Find view for 'Contact Role Type' entity
  • Configured Quick Create Form for 'Contact Role' entity
  • Fixed sorting for Activity views
  • Changed default charts for Accounts
  • Gave the 'Administration' Security Role permission to change user settings
  • Updated the 'Task' Form and Views

0.2.1.03

  • Configured the 'Activity Report' Report

0.2.1.02

  • Changed the way 'Compose Email' button creates emails
  • Removed Events from Site Map
  • Some renaming of tabs on Forms

0.2.1.01

  • Added 'Tasks' entity to D365 App for Outlook. Also added 'Tasks' to the Business Area, and moved the 'Activities' link
  • Added 'Date Created' to 'Activity' entity view (All Activities)
  • Configured Quick Find views for all geographical entities

0.2.1.00

  • Added 'CPRA' module (Counter-Party Risk Assessments)
  • The 'Instant Search' page now returns CPRA records
  • Added field 'Record URL' to Account, including 'OnCreate' process which sets the URL

0.2.0.23

  • Fixed Security Roles for 'Activity Category' entity

0.2.0.21

  • Added 'Additional Phone' field to Contact entity
  • Added 'Activity Category' entity for tracking activities against (Set Regarding)
  • Configured the site map for the 'App for Outlook' model-driven app
  • Configured Forms for Phone Call, Appointment and Email entities. Includes custom code
  • Removed duplicate field 'Patient Information Systems'
  • Removed duplicate field 'IT Provider'

0.2.0.20

  • Made required changes to the Contact Views, and Contact Role entity

0.2.0.19

  • Fix for 'Inactive Risks' view

0.2.0.18

  • Added EwR Dashboard

0.2.0.17

  • Built the Fields, Forms, Views and JavaScript for the entities 'Contact Role' and 'Contact Role Type'

0.2.0.12

  • First implementation of EWRR (Enterprise-Wide Risk Register)

0.2.0.11

  • Renamed 'Policy' entity to 'Controlled Document', including associated Fields, Forms and Views
  • Begun change log