1

Last X Months

We have dashboards and need to look at discrete time periods in past not movable each day you look. Last 2 Months needs to be last 2 full months up top previous month end. So currently in Jan you see, some of Jan, All of Dec and some of Nov for last 2 months. Last 2 months in Jan needs to be a...

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Category: Unified Interface (176)

STATUS DETAILS
New
1

Update the API douments for AUDIT API in dynamics 365

The single valued property in this audit API https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/audit?view=dynamics-ce-odata-9#single-valued-navigation-properties

does not seem to be working for the expand parameter now and as mentioned by the support this seems to ...

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Category: Unified Interface (176)

STATUS DETAILS
New
1

Possibility to attach a Sharepoint file to an Email

Possibility to drag and drop from Sharepoint view in CRM to an Email instead of needing to download the file from Sharepoint and then uploading it to the email.

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Category: Unified Interface (176)

STATUS DETAILS
New
1

Rich Text Format/Style in Notes

Existing Issue:- - After enabling the Rich Text option for Notes, users are able to perform the modificaiton - The description field looks perfect on screen - Whereas while exporting to Excel, the description field is coming with HTML tags To-B:- - Users are prefered to have the Rich Text to per...

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Category: Unified Interface (176)

STATUS DETAILS
New
1

Pin apps within app launcher

When using Dynamics365, and clicking on the upper left hand corner ellipsis (square of 9 dots), users should be able to pin and unpin apps to/from the upper "Apps" area. There are currently 14 apps in this space that cannot be changed, and it would be helpful to be able to pin multiple power apps...

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Category: Unified Interface (176)

STATUS DETAILS
New
1

Dynamics 365 - CE - Auto navigate to missing mandatory field entry on the form

With UCI since now we have different Tabs for each section of form its really difficult for users to search for missing mandatory field as system does not auto navigate to it. System should auto navigate the curser to 1st missing mandatory field of the whenever users hits save and there is missi...

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Category: Unified Interface (176)

STATUS DETAILS
New
1

User experience after ownership transferred

As owner of a custom entity record on Dynamics, when we try to assign ownership to another persona who has the correct security to edit the record, even though the assignment goes through when we save the record, we get an error message stating that the new owner doesn't have the correct securit...

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Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
1

I require to be able to filter by Owning Business Unit [owningbusinessunit] in a custom entity/table view.

I am having an issue with the filter condition on Views, After creating a custom view I was trying to filter the view based on the owner selected, It is not searchable, if we had this functionality it would have been easy to add it as a filter in a view. Please try to implement this functionality...

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Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
1

Display dependency and error message while removing any entity from model driven app.

Display dependency and error message while removing any entity from model driven app. As currently we are not able to get that why entity is not being removed from model driven app.

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Category: Unified Interface (176)

STATUS DETAILS
Needs Votes
1

Configurable search on Timeline (or take search columns of the applicable table's quick find view)

From what I see is that searching within the Timeline executes a RetrieveTimelineWallRecords function. The FetchXml in here takes the search string as a like value for the subject and description of the activities. Since users want to add additional information to activities, e.g. have a custom ...

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Category: Unified Interface (176)

STATUS DETAILS
Needs Votes