Allow Outlook filters to be disabled before sync starts
When you set up a user sync Dynamics 365 Appointments, Contacts and Tasks with Outlook using Server Side Sync, the Outlook filters to decide what gets synced don't create for that user until the sync set up is complete. Therefore, if the user is in Dynamics already and has, say, Contacts assigned...
Ability to turn on and off "Edit data in Excel" and "Open In Excel Online" at Global and Entity level
"Edit data in Excel" (Microsoft PowerApp Office Add-In available via maker portal) and "Open in Excel Online" feature allows 2 way sync via excel. Ability to restrict these features at instance and entity level will help to avoid any accidental bulk update/delete.
Ability to view Encrypted Emails in Dynamics synced via Server side sync from exchange
If we use server-side sync in S/MIME encrypted messages we won't be able to view S/MIME encrypted messages. Having the ability to directly view the encrypted email within Dynamics can server many use cases.
Customize order of records in relevance search sidebar
In relevance search, we can select which entities (Record Type) show up in search results. We can't however, order the sorting. It's alphabetical, and most of the time our users are searching for opportunities. You always have to click 'view more' to see it in the list and click it to filter down...
Creata a new option set on an entity via CSV/Excel Import
Right now we have to manually add new option sets which become a list in Power apps. it would be great to be able to upload that as a list from CSV/Excel.
Server-side-sync with delegation on ACT
Our users are sad of saving their user passwords in their crm mailbox, to use ACT-Sync. Every time they change their password, they also have to think of changing the password in CRM. Therefore we tried to use one user defined in the email server profile for synchonization. Based on the https:/...
Oracle Connector - Add OUT parameter support
Within a University environment, Ellucian Banner is the main ERP system, built on top of Oracle databases. However, because the Oracle connector does not currently support OUT parameters, this does not allow Universities to fully use the Oracle connector (for example, in our instance, we have ha...
More information of user in CDS analytics reports
When we export the "Most active users performing operations" report on CDS, the report only contain the name of user and create, update, delete and read action. But we need more information to identify user because there are lots of user with the same name. And to collect these reports, we need t...
Attribute-based access control (ABAC) capability in D365 / Common Data Model
There is no OOB capability to support in CDS/D365, Attribute-based access control (ABAC), typically we leverage access team and field level security to achieve the same which is effort intensive as lots of customization/testing is needed. Attribute-based access control (ABAC) requirements are ver...
Platform to use Access Team approach instead of traditional sharing (multiple POA entries) for implicit sharing.
Use of access team helped to optimize the number of entries in POA as compared to traditional record sharing for primary entity, however, platform still leverages the traditional sharing approach (makes multiple entries in POA) for implicit sharing scenarios. In a scenario where record level ac...