16

Feature to automatically advance the stage of the BPF on the model-driven app when fields in the BPF are updated on the canvas app

Currently, when fields set in BPF are updated in the canvas app, the BPF stage in the model-driven app is not moved.

If we want to advance the BPF stage, we need to move to the model-driven app and perform the operation.

The current functionality is inefficient in operations where ...

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Category: General (1388)

STATUS DETAILS
New
16

Added columns when using Column Options need to be included when Export to Excel is used

When adding columns to a grid view using the "Column Options" function, those additional columns should be included when the "Export to Excel" function is used.

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1 Comments

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Category: General (1388)

STATUS DETAILS
New
16

Wizard Reports should handle html tags created by Rich Text editor in Notes, other string fields

When a text field that contains rich text is added to a wizard report, the html tags are present in the report output. For wizard-based reports, users have to modify the .rdl that we generate to hide those html tags for now. Please add the new feature so that even Wizard Reports can handle html ...

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0 Comments

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Category: General (1388)

STATUS DETAILS
Needs Votes
16

Feature Request: Settings for hide/show "Due" filter on all view of activities.

Got a request from end users that they would like to remove "Due" filter on activities view. We could not achieve this goal via system settings and/or view customization. Please provide a function to hide/show "Due" filter on all of activities view.

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Category: General (1388)

STATUS DETAILS
Needs Votes
16

Tracking the number of Business Card Scans.

When a system administrator and a user assigned Sales Enterprise license user use Business Card Scan. The Sales Enterprise can scan 10/licenses per tenant, but there is no way for the administrator to see how many were scanned. We would like to track how many cards have scanned. Please add the fu...

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0 Comments

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Category: General (1388)

STATUS DETAILS
Needs Votes
16

Ability to open records in Dynamics 365 for phones from [Email a link]

Links to records displayed in [Email a link] cannot be opened in Dynamics 365 for phones. The convenience is improved by adding Deep Link using [ms-dynamicsxrm: //] to the link displayed by [Email a link].

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0 Comments

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Category: General (1388)

STATUS DETAILS
Needs Votes
16

[Status: Open] and [Status Reason: Free] are displayed when creating [Appointment] from UCI

Currently, there's a difference below between Web UI and UCI when creating [Appointment] records. Web UI - [Status: Scheduled] [Status Reason: Busy] UCI - [Status: Open] [Status Reason: Free] It would be convenient if [Status] and [Status Reason] are same to Web UI when creating [Appointment]...

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2 Comments

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Category: General (1388)

STATUS DETAILS
Needs Votes
16

Don't Mask Field Level Security Fields on Create of Record

If a user has the "Create" permission for a field but not "Read" permission then when they create a new record they can edit the field but there is the 6 asterisk mask that makes it difficult to input and see.  The user IS ABLE to see lookup values but NOT ABLE to see optionset selected or s...

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0 Comments

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Category: General (1388)

STATUS DETAILS
Needs Votes
16

Dynamic Marketing List support for not-in queries

The top Connect item for MSDynCRM requesting NOT-IN functionality is resolved, if you consider coding/development requirements as user friendly enough.
https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/678568

Using tools such as FetchXML Builder (google it if y...

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1 Comments

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Category: General (1388)

STATUS DETAILS
Under Review
Ideas Administrator

 

 

16

Add a Filter Option - Older than X Days

Currently the only older than filter option is by month. This would be a nice addition and would allow escalation views to be created that could be user to improve service levels on cases or other sales entities that need follow up after a certain time frame.

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3 Comments

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Category: General (1388)

STATUS DETAILS
Completed
Ideas Administrator

This capability should be available now for all views in Dynamics CRM.  Please refer to the following link for more information:

https://msdn.microsoft.com/en-us/library/gg334216.aspx#OlderThan

 

Sincerely,

Mike Carter