Account and Contact Address fields like City , County and Country should not be free text field , they should be mapped with other predefined masters
Hi, As Account and Contact have address fields which are directly mapped to Address entity. But these address fields are only free text . If we want to map these fields as lookup to other masters like City County and Country masters then address entity is not allowing to creating Lookup field in...
"Apply" button should remain visible when using "Filter By" on multi-select fields
The 2020 Wave 1 Release has introduced new filtering capabilities on Views in order to give users more options directly from a view rather than creating Advanced Finds. Much works well, but the new format/functionality is awkward when using 'Filter by" 'equals' on fields that have a list of val...
Security roles on Products - only show users the products from the business unit they belong to
In Dynamics 365 most records have an 'Owner'. This can be a user or a team (or a business unit). In the security roles, you have the ability to choose whether a user can see/write/create their own records, or set it to Business Unit or Organization. This works well for entities like Accounts and ...
Activity Type filter labels be correctly kept in sync with Custom Activity Entity Name
Ensure that Entity display name changes to custom Activity entities are propagated fully to the global optionset used by the Activity Type filter seen above activity views. This will greatly improve the filtering experience where custom activities have been used & renamed. If you change the nam...
We want you not to be able to easily push delete button of attached file screen of activity.
When opening activity attachments, there is a "Delete" button on the attachments screen. The user may want to refer to it, but it may be deleted by mistake, so consider changing the button location. (fail safe) If deleted, it will be physically deleted and cannot be recovered.
Customer Lookup not resolved during Create pipeline on Contacts data import.
During OOB data import for contact entity, when �Company Name� column is present in the import file then any lookup (let it be OOB or custom field) values are not binding during the create pipeline (which means pre create, core operation, post create). Ideally, all values present in the import fi...
Account Hierarchy Enables Parent-Child Billing
I want to know if there is a way to map some fields on the Billing sub grid on a parent account to a related child account.
#NAME?
For some reason that I can't figure out, you can add a user as a Sales Professional on Leads and Opps (using connections) but... not on Accounts. It would be great if users wouldn't have to rely on the kind of horrible "Connect To" feature.
Order Form - Customer ID field lookup
The Customer ID field on the Order form is mandatory. It's set for both the Account and Contact entities. Currently you can't set it to just either Account or Contact and it won't allow javascript to alter it's behavior. The project I'm working on requires that field to be for Contacts only so w...
Add Opportunity/Quote/Order/Invoice Products without a pricelist
Every time a product need to be added to an opportunity, pricelist item need to be created for the product. This pricelist item should be added to opportunity's pricelist entity. Also there is no scope to suggest a default price for a product. In the current product pricelist mechanism, price alw...