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...
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
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...
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...
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 ...
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...
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
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...