Default Read Access when sharing views to remove multiple clicks for each person you are sharing a view with.
- When we share a view with users.
- We choose the user(s) that we want to see the view
- We then need to click on each user and provide the access that we want them to get
- Wouldn’t it make sense for “Read” acce...
STATUS DETAILSNew
Dynamics 365 CRM chart with many vertical axes should be customizable
There are Dyn CRM classic bar chart diagramms with more than one value in the x-axes defined (maximum is 4). The are always in the same unit. See example attached. Microsoft is not be abled to visualize this correctly. The is always a 2nd vertical axes with a different measure unit. This confu...
Manage permissions to save a report
Currently, the Export to excel permission is linked to the ability to save a report in any format, so if a user does not have export permissions in Excel, they cannot save a report in any format either. I think these permissions should be differentiated to give administrators to manage them se...
Please support unmanaged imports for embeded powerbi reports in model driven forms.
As per the following document only managed solution imports for embedded powerbi reports is supported.
https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/embed-powerbi-report-in-system-form#prerequisites
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Trade agreements analysis - add possibility to add view tradeagreements to workspace
Currently there is no user friendly way to analyze trade agreements. The standard provides the form "view trade agreements" via the "price and discount" workspace - from retail and commerce module but there is no possibility to create own forms with dynamics range (dayrange/monthrange) filters...
Show only custom fields and required fields in dashboard
While drilling down the dashboard for a particular entity, it shows all the fields available for that entity. Instead of showing all the fields in the dashboard for the user, is it possible to show only the fields required by the customer for the dashboard or the fields that is actually being ...
Allow default dashboard by app
Since users have access to multiple different model driven apps and have different business purposes for using each, it would be convenient for users to have a different default dashboard in each app (mda). So for sales user would have 1 default dashboard and in customer service they have a di...
Configure Tiles in Interactive Dashboard
After opening an interactive dashboard if we try to open a configured tile, it'll show the default view in view lookup but it should show the configured view. Ideally if open a configured tile it should open an edit tile popup not the new tile popup.
Conversion Figures
It would be helpful to report against conversion rates for sales teams, specifically based on metrics like:
- Lead source
- Time opportunity in stage
- Sales rep
- Etc...
View who's been busy (and who isn't)
To help managers monitor user performance, please can the graph that was on Organization Insights be re-instated so they can see who's been busy on CRM at certain periods. For example, it can help highlight if someone is doing less work when they're working from home, or compare patterns of s...