Extend Export as PDF to SSRS Reports
Hi I'd like to see the new OOB feature Export as PDF (with the options to Email PDF, and Save in SharePoint) extended to allow SSRS reports to be exported as PDFs and not just word documents. We are using SRSS instead of Word Templates to generate our quote documents because it allows more comp...
Show view description when hovering over view name
We are looking for VIEWS to show the description of the view when you hover over the name. Not many people are familiar with how to use advanced find/editing views, so they don't know how to access what the view definition is. Because it's not intuitive to find the description, people don't und...
Sort optionset feature in chart on Dynamics 365
Need to designate sorting by on option set field in charts. Current OOTB features sorts by the Option set Value number Ascending A->Z, not by the label or any other way. Requesting functionality to sort by an assigned way. For example, sort by option set label A->Z, or sort by the same order the ...
Add Power BI Report option in Dashboard UI.
In CRM we have an option to create a Power BI Dashboard from the UI itself for the users. Now they are requesting to have a option to create Power BI report as well. Currently we can create it in the system dashboard but not on the UI.
If we can have this feature it would be helpful,
Fetchxml filtering condition in sub grid.
The issue with the fetchxml filtering condition in a subgrid. We are passing the fetchxml in the subgrid filter, but the results are not correct.
This is the first-time implementation and we are using customized code without following any specific document. The issue is re...
Local Currency in Charts
Currently, Charts are displayed using organization based currency and this causes confusion in the environments where multiple currencies are used.
Microsoft should start supporting local currencies based on logged in user's currency in charts.
Open records from within Dashboard to the Active Stage of the BPF
For Dashboards that contain views pulled from a Business Process Flow, the record should automatically open to the Active Stage rather than the user having to manually click "Open Active Stage". Before the "New Look" was rolled out in Dynamics 365, I could click on a record in the list and it ...
enable member count for dynamic marketing lists
After logging a support case Microsoft told us that Member Count does not work for dynamic marketing lists by design. This is unfortunate and should be re-designed so that the last value of the dynamic list query is saved as the latest member count.
We wanted to use member co...
Not able to see the Stream Properties Configure sortable fields in Interactive Dashboard
Issue : Not able to see the Stream Properties Configure sortable fields in Interactive Dashboard
REPRO STEPS
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1.Go any CMR online Org
2.Go to sales module
3.Navigate to settings->advance settings->Expand settings...
Being able to create Peers - Org Chart
A customer has asked about crerating Peers in the Org chat as well as the 'Direct report'