15

Add a function for setting so that specific entities do not permit users to create personal views.

The following settings can prevent the creation of personal views in the entire system, but it is not possible to make settings for each entity, so customer would like to be able to apply settings only for specific entities. Within the security role, set the [Create] and [Write] permission of ...

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Category: Common Data Service (25)

STATUS DETAILS
Needs Votes
7

Data File Export Restriction by Entity

Ability to restrict exporting by Entity to help comply with new privacy rules. Example allow exporting of Opportunities but not allow on Contacts to tighter compliance

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Category: Common Data Service (25)

STATUS DETAILS
Needs Votes
7

Separate Security Permissions for Entities to CRU through Workflows

It would be great to apply different permissions to entities based on whether or not the action is being made through a workflow or through the UI. For example, if you only want users to create Accounts through Leads, you could remove Add access from Accounts, but grant them Add access to Accoun...

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Category: Common Data Service (25)

STATUS DETAILS
Needs Votes
5

Virus scanning capability for attachments in not available / document for D365 / CDS and CRM/Power Portal.

Virus scanning for documents upload to Notes/blob through Power portals for external users (B2B & B2C) or Internal users (B2E) is very common need. It is very cricial specifically foe B2C / B2B use cases. Not having virus scanning capability in attachments stored in CDS/D365 can be considered as...

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Category: Common Data Service (25)

STATUS DETAILS
Needs Votes
5

Calculated fields - extra math functions

Calculated fields provide some math functions specifically around dates, however additional functions would be useful such min or max of 2 or more fields/values.

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Category: Common Data Service (25)

STATUS DETAILS
New
4

Button to Automatically Drop and Rebuild Data Export Service Tables

Once you uncheck a series of tables from the data export service, there should be a button that appears and provides the option to automatically drop the entities and relationship tables in SQL and rebuild them. Currently, administrators must uncheck the entities, go to SQL and manually drop t...

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Category: Common Data Service (25)

STATUS DETAILS
Needs Votes
4

Upsert function in Data Migration

Settings -> Data Management -> Imports There is currently no UPSERT functionality in Dynamics CRM to update an existing record. For example if you want to update the personal phone number of an existing contact record, you are unable to do so using the Import functionality in Data Management ->...

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Category: Common Data Service (25)

STATUS DETAILS
New
3

Delete all records is not available if the import job is not succesful

The "Delete > All Records imported to this entity during this import” is not available if the import job does not complete successfully. This option should still be available as there can be thousands of records imported even if the job does not complete as a whole.

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Category: Common Data Service (25)

STATUS DETAILS
Needs Votes
3

Custom Azure PIM role covering Exchange Online and D365 permissions

Create a custom Azure Privileged Identity Management (PIM) role that includes the necessary Exchange Online and D365 permissions to configure contact syncing and message tracking in D365. Currently, to enable this on has to have BOTH the Exchange Online Administrator and CRM Administrator roles i...

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Category: Common Data Service (25)

STATUS DETAILS
Needs Votes
3

Delete Recurring System Jobs created by end user

Allow Recurring System Jobs created by and end user (not built-in jobs created by SYSTEM) to be deleted, currently once a Recurring System Job is created, it is not possible to be deleted afterwards.

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Category: Common Data Service (25)

STATUS DETAILS
New