6

No "+New" button in the Contacts field of the Cases form

When You click the magnifying glass button in the Contacts field of the Cases form, the "+New" button does not appear. This behavior hasn't occurred with other entities and hasn't been fixed for a long time, so it would be great if it will be fixed.

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Category: General (157)

STATUS DETAILS
Completed
Ideas Administrator

The issue was addressed with the latest release. + New record button is available on customer lookup fields on case forms.

 

6

Duplicate Detection Only On Create or Update of Fields Involved in Duplicate Detection

Duplicate Detection should only be run On Create or Update of a field involved in Duplicate Detection rules. Currently, if a record that meets the duplicate detection criteria is opened and saved the duplicate detection message will appear. That means if a User is aware of the duplicate detecti...

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0 Comments

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Category: General (157)

STATUS DETAILS
Needs Votes
6

Option to Filter Subgrid Lookups or Limit which view they can add N:N records from

Need the ability to Limit what the Subgrid Lookups can see (Add Existing Record) Right now if a subgrid on the form has specific filters or using a view that filters out records based on conditions, and the user goes in and adds a new record to the subgrid using a different view (most likely a de...

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1 Comments

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Category: General (157)

STATUS DETAILS
Needs Votes
5

"What you missed" functionality on the Timeline on a Dashboard

It would be great to have a global "What you missed" functionality on the Timeline component displayed on the Dashboard just like you have on the Account/Case form's Timeline component, so that the next time you login, you can have an overview of what happened to all the things you are working on...

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Category: General (157)

STATUS DETAILS
Needs Votes
5

Can't hide some apps on [The new home for all your business apps] screen

[The new home for all your business apps] screen shows currently licensed and authorized apps. The following applications are not displayed on the license management screen or ""My Apps" screen, and cannot be controlled by the administrator. At this time, users cannot hide these apps without sett...

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0 Comments

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Category: General (157)

STATUS DETAILS
Needs Votes
5

Enable to display a Bing map in a custom entity

It will be useful to enable to display a Bing map from a link by create a custom field, enter an address. Also it will be useful to lookup the address of the Accounts or Contacts in the custom entity, and click the link to display the Bing map.

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Category: General (157)

STATUS DETAILS
Needs Votes
5

Add a Function to Download SSRS Reports as C# from Dynamics 365 Portal

Currently, reports registered in Dynamics 365 can only be edited and downloaded in Dynamics 365 Customer Engagement. However, rewriting SSRS reports to C# is required a lot of work and it is inconvenient to use reports only with Dynamics 365 Customer Engagement. If we can download reports as C# f...

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0 Comments

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Category: General (157)

STATUS DETAILS
Needs Votes
5

Please add function such as set a record type to filter Lookup when posting

When users click glass while Lookup field of timeline is blank, record types to filter will be shown. Customers business efficiency will be improved if a record type to filter them can be set here.

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Category: General (157)

STATUS DETAILS
Needs Votes
5

Enable to change the default value of the search dialog which is displayed in the data type [Customer] field

Field which data type is [Lookup], you can display [Field Properties] at form customize and change the dialog view at [Default view] on [Additional Properties.] But if the data type is [Customer] field, [Additional Properties] does not exist and cannot be set. Selecting entity or view every tim...

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1 Comments

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Category: General (157)

STATUS DETAILS
Needs Votes
5

Enable to customize entities related to Microsoft Forms Pro in Dynamics CRM

At present, customization is limited for entities related to Microsoft Forms Pro. It will be convenient if entities related to Microsoft Forms Pro can be customize and create views and charts.

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0 Comments

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Category: General (157)

STATUS DETAILS
Needs Votes