Sharepoint
If Sharepoint is integrated with Dynamics 365 CE users should be able to Search or access documents to Global Search
Global search - Order by field
It would be nice to be able to order global search by field
BUG - Safari on iPad - cannot remove Lookup value from field (i.e. press 'x' icon behind value)
The 'x' behind lookup values cannot be used when working with Safari browser on an iPad.
If a lookup was selected, the user cannot remove the selected lookup value as the 'x' on an iPad can is not be pressed to remove the value.
Suggesting that D365CE support...
Export to Excel not exporting additional columns
When a user adds an additional column to a view and then clicks Export to Excel, the additional columns are missing from the exported file.
Filter fields available in dashboard drill down
When drilling down/into charts on a dashboard, all fields are listed which is cumbersome for end users to utilize. It would be more useful and user friendly if the fields available for drilldown were configurable like Power BI.
Attachment Thumbnails
Problem: a user may attach many documents to an opportunity, account, work order, or customer asset, but to view the document, the user must click on the link, open the downloads folder, then click on the file to see what it is. It would be better if the user could see a pop-out (tooltip) type...
Timeline Search : proper search results using NOT or -
We do need more configuration/control in the Timeline area/search as many have suggested. But for the short term, I would love to have basic search work for "NOT" search results. IE I want to exclude any email in the "Search Timeline" that includes the word bacon. Seems "NOT bacon" or "- bacon"...
Price Lists - Discount calculations (Alternate Calculation method)
Price Lists - Alternate Discount calculation method needed. We need Price List Discount "Scaling/Tiered"?, not just straight Discount on total quantity. Sample current pricing structure. Base / Current Cost on Product is 0.3 cents Discount Levels created 1-500 = 0.3 cents 501-1000 = 0.25...
Thanks for submitting this idea, we think it be very useful and will wait for more votes before reviewing further.
Customer Journey
Add a step where you can easily send an internal email as a step in the customer journey
Mapping in new Treeview doens't work between Account and Functional Location
There is a 1:N relationship between the account and the functional location. Repro: customer opens a custom application and click on accounts and opens a existing account => clicks on Assets||location in sub grid. we have Tree view control for Assets||location in sub grid in which when we click ...
Administrator
This sounds like a bug. Please raise a bug with support so we can better look into this issue.