Ability to store refresh History / logs
Create an Out of the box entity ( to store all the activities performed within CI like user addition, refresh success/failures, user activities etc ) in Customer Insights ( B2C and B2B ) instances soon after ingesting first data source. which will hep us to build a report based on the system e...
Ability to Connect CI system(under admin) entity using Power BI to build a monitoring Report
As of now, we are not able to see any system processes when connected using Power BI. If we can see these details when connected using Power BI will be helpful for the business/developers to build monitoring report. like process failures, data refresh failures and export failures etc.
System Processes Info buttons
In the Admin > System tab, it would be nice to have info buttons there to explain what the processes are doing.
Hello. Thank you very much - this is an interesting idea and we would like to get more upvotes on it prior to it's final consideration. We will make sure to update on the idea the moment we received more votes. Yous, the Dynamics 365 Customer Insights team.
Self Service Permissions
Organisations want to give Self Service Permission which is similar to contributor but shouldnt allow them to work with Data Source. Either let us create custom roles or please provide a self service role which allows us to let employees create measures, segments, activities etc and allow us to s...
we are grateul for this input. the Cusomer insigthts team would love to consider this idea but optimally it should receive more votes first. we will make sure to track it over time and update on any change to it's status.
Audit Log/Report Tracking Changes to Settings/ORGDBORG
Please provide create an audit log in Settings to track and record changes made to System settings in the Admin Platform or to track updates made via ORGDBORG. This would help provide an easy way to track changes made by to these settings by date, time and user. It would would allow for easier ...
Since December 2021 Dynamics 365 Customer Insights provides a direct integration with Azure Monitor. This includes audit events and operational events. Azure Monitor resource logs let you monitor and send logs to Azure Storage, Azure Log Analytics, or stream them to Azure Event Hubs.
Learn more about log forwarding in our documentation like details on event schemas.
"E-Mail a Link"-optimization between different licenses
At the moment that app-id is used in the Link by using "Email-A-Link"-OOTB-Functionality. For now, thats an issue if users, which do use different apps, use that functionality. Because if the colleague (other user) have no access to the app, but access to the record, he is not able to access the...
Issue with Spell Checker in Dynamics CRM notes TAB
https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/405960/spell-checker-is-not-saving-as-is-after-altering-the-mistaken-word. Please go through the link for the issue reported. Feel free to reach out for further details. thank you for the assistance.
Open In Classic Mode Button Language Translation
Fix bug where "Open In Classic Mode" button label on UI interface is not able to be translated to other languages.
Organize Posts in Timeline
In years past the posts added to the Timeline portion of the account/client entity was arranged by date of modification. Now this is no longer the case and there is no fix for it. Instead, the customer is being told the setting to organize posts by date was "erroneous" and is not an actual o...
Thank you for this interesting idea!
We will consider it and wait for additional votes.
Thanks again and please feel free to reach out at nimrod.magen@microsoft.com.
Nimrod
Remove of error message
When adding a bookable resource to a system user, you can only add 1 bookable resource, if you try to add more, you get an error message. Instead of that, you should get a popup that says, your only allowed one resource. The error message to me feels like it is a bug in CRM
Thank you for this interesting idea!
We will consider it and wait for additional votes.
Thanks again and please feel free to reach out at nimrod.magen@microsoft.com.
Nimrod
Administrator
Thank you very much for this idea! we would love to consider it. Optimally we want to wait for more votes to be made in favor of the idea and we will ongoingly check for that. Once more votes were added and we review the idea as part of our planning we will make sure to update.
Yours,
The Dynamics 365 Customer Insights team.