4

Power BI Report Embedding (Not Dashboards)

Native functionality to embed a Power BI Report in Dynamics. Currently, you can only natively embed a Power BI dashboard which is limited in functionality compared to a report and has different use cases. Currently, I am doing this through the web resource functionality but it is limited in res...

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Category: Reporting and Dashboards (91)

STATUS DETAILS
Needs Votes
4

Users should be able to use sites within an iframe embedded in D365

At this time, it is possible to embed an iframe in CRM, but it is not possible to go through the login process within the iframe and keep your CRM users within CRM while they navigate the site. Users should be able to login to a website/portal through an iframe embedded in D365 and continue to u...

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Category: Reporting and Dashboards (91)

STATUS DETAILS
Needs Votes
4

Filters on a dashboard

As a manager of global operations, I need to be able to use one dashboard then have a filter for the various countries I manage. For example, I need to be able to see the United States separately from Europe - without having to create a whole new view. Having 3 filters would be ideal so I can f...

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Category: Reporting and Dashboards (91)

STATUS DETAILS
Needs Votes
4

Dashboard partly not localized

Customer who has recently granted Dynamics CRM Online is seeing menu in Dashboard is not localized.
‘Sales Activity Dashboard’ is translated in English while other fields are localized in Japanese correctly.
We don’t know what conditions are required to meet such ...

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Category: Reporting and Dashboards (91)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
4

sales pipeline dashboard should display total value

sales pipeline dashboard should display total value

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Category: Reporting and Dashboards (91)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.
3

Ability to change font size on chart and dashboards

Hello,


Would like to suggest giving permission to either admin or users to be able to increase/decrease font size on the UI of the Dashboard for accessibility. Browser zoom function is not as intuitive and customizable.


Thanks,

ZG

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Category: Reporting and Dashboards (91)

STATUS DETAILS
New
3

Dashboard Date Range Options

The out of the box solution currently allows dashboards to be quickly filtered today, yesterday, this week, last week, this month, last month, this quarter, last quarter. Can we please add this year, last year? Our business can only work this this year, last year and therefore, the current UI ...

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1 Comments

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Category: Reporting and Dashboards (91)

STATUS DETAILS
New
3

Add more time periods in time frame interactive dashboard

Working with interactive dashboard for leads as example, you can select a timeframe, last month, last week etc. But I miss in my overview for example year to date, or last 6 months (half) year. For this I need to use the custom setting. Could some more custom settings be added. Such as last hal...

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Category: Reporting and Dashboards (91)

STATUS DETAILS
Needs Votes
3

Split Excel Online Permission from Export to Excel

We promote the use of Excel Online in creating/updating records, however in providing this permission to our users, it also allows them to Export data out of CRM into Excel. Due to the sensitivity of data in our CRM, we do not want users to be able to export this outside of Dynamics where it cann...

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Category: Reporting and Dashboards (91)

STATUS DETAILS
Needs Votes
3

Share already shared Dashboard

Hi Product Team, the Dashboard sharing functionality is not good for us because to share a dashboard we need to do extra work and most of the time is not possible to share an already shared Dashboard due to the userqueryvisualization entity records security access Our idea is to make the user...

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Category: Reporting and Dashboards (91)

STATUS DETAILS
Needs Votes