2

Create an Application Ideas area for Portals

Portals is a big enough feature that it should get it's own area for ideas, rather than getting lost in D365 for Sales, of Finance or whatever.

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Category: General (157)

STATUS DETAILS
Needs Votes
2

Portal Forum Thread Types

Allow me to set which thread types are permitted within each forum. E.g.. I would like to be able to create a 'supported forum' which only permits questions (no discussions or problem thread types). Currently this is not possible (or at least is not possible if you wish to retain other thread ty...

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Category: General (157)

STATUS DETAILS
Needs Votes
2

Increase sorting options

Reports only allow you to specify one column for default sorting. At the very least, we should have this expanded to two columns to match the Advanced Find settings. It would really be ideal if the user could specify any number of column sortings when creating a view or report.

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Category: General (157)

STATUS DETAILS
Needs Votes
1

Merge on "Duplicate records found" screen

It would be useful to be able to merge records on the Duplicate Record found Screen. The only option we have at this stage is to 'Ignore and Save' or 'Cancel'. We should be able to Merge here.

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Category: General (157)

STATUS DETAILS
New
1

Rollup fields should be possible on Date-Only fields

It seems that it is only possible to create Rollup Fields against Date-Time fields, not against Date-Only fields. I think it should be possible to create rollups on either type of Date field. I can't find anything in the documentation that makes this clear either, so if this is not going to get...

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1 Comments

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Category: General (157)

STATUS DETAILS
New
1

Export dashboard to pdf

There is often a need to pull a pdf of a dashboard. At the moment most users revert to screenshot and pasting. An export to pdf would be very useful.

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Category: General (157)

STATUS DETAILS
New
1

Add Financial Year to Date (Y2D) to Advanced Filter

It would be incredibly useful to be able to filter by Year to date Y2D and as such, I would suggest adding This/Last/Next year to today (or date) This/Last/Next x years to today (or date) This/Last/Next x fiscal years to today (or date) It may also be useful to add this for all date options e.g...

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Category: General (157)

STATUS DETAILS
New
1

Bulk edit Disqualified Leads Status Reason

It would be useful to be able to bulk edit the reason for disqualification. For instance, if there are leads that seem to be disqualified for a similar reason outwith the category used these could be reclassified to be monitored. Thanks.

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Category: General (157)

STATUS DETAILS
New
1

Admin ability to view as security role

It would be useful as an admin to switch view between security roles to test implementation and see any viewing errors before user.

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Category: General (157)

STATUS DETAILS
New
1

"Tracked to Dynamics" category is not on message in mailbox even though it is tracked

When an incoming email message arrives in multiple mailboxes that are tracked to the CRM system, the category "Tracked to Dynamics" is added to the message as it is processed. The problem is that it is only added to the message in one of the mailboxes and not the others. It is also inconsistent i...

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Category: General (157)

STATUS DETAILS
New