Easier Expand/Collapse of long posts or emails in timeline
Allow users to click in a long post or activity in the timeline to expand it and then click in it again to collapse it. Currently a user must click the down arrow or show more to expand and then scroll to the bottom of the post or activity (especially troublesome in email Activity) to collaps...
Replace 'next/previous' activity functionality to quickly navigate activity records
In the legacy client there was the option to switch between activities with 'Next' and 'Previous' buttons. Then in the UI this was replaced with the 'Open record set' button in the top left of the activity form. However, I assume in the newest wave 2 updates, this button has gone, due to the new ...
MVP Bug - Lead - 'companyname' field in view
On Lead - cannot add 'companyname' field to system created view without workaround.
REPRO:
Lead entity -> open All Leads view
Add Columns
Look for 'companyname' -> it does not appear in the list of fields under Record Type = Lead
WORKAROUND:
Cha...
Bug
The feature to add users to the environment in bulk.
We want to bulk add users to the environment in the Power Platform admin center.
Currently, in order to add users to the environment, the administrator must manually register each user individually from the Power Platform admin center.
For scenarios where a huge number of people ne...
Customize column User Lookup Filter By on view
We are having User Lookup field available on Opportunity entity view. Currently it is showing all users(Active/Inactive) when we tried using Filter By in View. We just wanted to show Active Users in Filter By. Can any one suggest how we can configure this ...
Adding products on order/quote/opportunity/invoice does not take the mappings into account
This came up following a bug in CRM 2016 SP1, where we're not able to add any detail through the related navigation at this point :-(
Adding details through the grid on the salesorder form, by clicking the + button, does not take into account the relationship mappings.
This ...
Assign button on form is not synced with Assign on the worklist in Focused View
Hello Team,
Currently, when an assignment is done from the ribbon of the form in Focused View, the worklist will not auto-refresh. Users must manually hit refresh the list to see the update.
I would appreciate it if we could synchronize the Assign button on th...
Sales Copilot - Set regarding as Mandatory
The necessary field on Dynamics "regarding" is overridden by users when they sync activities through Sales Copilot because there is an option to save without connecting.
Because sales copilot syncs actions without providing account or opportunity specific information, it affec...
Feature to keep display [Save and Close] button after saving Appointment record
When saving Appointment record, [Save and Close] button disappears.
If [Save and Close] button continue to be displayed even after saving Appointment record, it would be user-friendly.
Administrator
Hi Jerry,
Can we have a call to discuss this. I am still not clear about the ask.
Please provide me some slots for the call
Regards,
Ashwini