1

View Appointments from current and & child business units in 1 view

like in the title. We could use a setting that will allow us to see all appointments in one view from the business units hierarchy


this is very useful if we have the setup of one country branch = 1 business unit. then we have region like DACH or Nordics which consist of serval...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

Need back arrow button in Hierarchy

Need back arrow button in Hierarchy. So it will easier for user to go back to the previous view, now they need to click on back arrow button of the browser

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

Opportunity associated view not loading under account form

Hi Team,


Raising this idea for support 2310310050003778 which is now closed asking to raise an Idea.


Issue description :


Recently we have enabled Opportunity Pi...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

Task to To Do or Planner Integration

As organizations are trying to leverage the M365 stack it would be great to be able to integrate Tasks into either Planner or To Do so that our users can have a unified view of Task across our entire product stack.


Having the ability to see assigned tasks in one place would be...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

When returning from the record detail screen in the calendar view, I always return to the today's view.

Ask: I would like to see the previously displayed time period displayed when returning to a record after opening it in the calendar view.


The "Calendar" view only has a default view of calendars that contain "Today". Therefore, when entering multiple future schedules and past ...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

Ability to Differentiate between Teams Meeting & Face to Face/In-Person Meeting in Dynamics

In Dynamics Outlook App, our users are tracking both Teams Meeting and also an appointment to visit customer site in person. Do we have any out of the box column/field/parameter feature already in Appointment table in Dynamics which synchronizes and distin...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

Duplicate Detection Rule window to allow customization or hide the Ignore and Save button

Can we do the customization on the duplicate detection form ex: hide the Ignore and Save buttons, change the message content add should we give only one option for adding existing contact/merge



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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

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...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

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...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

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...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New