Ability to perform data validation checks prior to import from Excel
When importing data using Excel and there are missing required fields, the only place the users can be notified about the import failure or missing values is on the System Jobs.
This is not convenient for non-technical users. Navigating to the System Jobs and finding the impo...
Need Encryption feature available in Dynamics 365
We want to encrypt Pan card/phone number details in CRM application as well as database .
Sharing the example for your reference.
1. We have PAN number field in the CRM form, for which value is visible. So as per the security team, this value needs to encrypte...
There should be a provision to display confirm dialog while saving a record using Form and Sub Grid in Model Driven App
While saving a record record using Form and Sub Grid in Model Driven App we should have an option to configure confirmation dialog OOB. Currently we can do that in OnSave event by preventing the default save and show the dialog using Javascript then call the Save function explicitly. This work...
test
Color Changing Reminders
We are a non profit. We have companies that pay a yearly membership for our services. They are due annually and we keep track manually of this now in an excel spreadsheet. It would be AMAZING if the date could turn RED when today's date hits the date of renewal due. It would be even more AMAZI...
Enhance the resizing feature in the Business Card AI component
Sometimes, after scanning a business card, we want to gather other information from the image.
Unfortunately, the current zoom in zoom out feature does not allow for a better view of the image.
For example, it is better to make the image clickable, once clicked it opens a popup o...
Optionsets to display as radio buttons
On all D365 forms, business users have requested that optionsets have the ability to be displayed as radio buttons on the CRM web forms. I can see this as being very beneficial to streamline the users experience. They wouldn't need to click to see the available options, they can read the optio...
Country Integration with Business Central
If you use CRM Dynamics 365, all address country fields are free text. This causes problems when integrating orders in BC as BC requiers that the Country is identified by the ISO Country Code. Also for reporting in PowerBI it's a mess as US; USA; uSa; Us are all diferent values.
Would b...
Activities, tasks management
To have more efficient and faster overview related to tasks and activities it would be useful to use more colored labels or icons. For example if task is about to due then there is clocl label going from green to red (in list views also, as well option to show next activity/task in opportunity...
Customize size of Description field
Allow for customization of fields in activities. For instance, there is screen real estate that could be utilized if we could increase the size of the description field.
This was customizable in the past, but after the launch of the New Look in this year's wave 2, we lost the ...