Improve the intelligence of storage in D365 to avoid unnecessarily increasing the ActivityPointerBase table
I would like Dynamics to become more intelligent about the storage type it uses to record the detail of interactions with the Customer; in particular, e-mails and e-mail attachments. These (by default) appear to be stored in the ActivityPointerBase table, taking up huge amount of the most expens...
Export to Excel Dynamic Worksheet does not work without the deprecated Outlook app
Hi We have discovered that the functionality to refresh data from CRM on Dynamic Worksheets and Dynamic Pivot tables does not work with the new Outlook plugin. MS Support has informed me that the deprecated Outlook app is required for this, but that deprecated app is no longer available for dow...
Manage Dynamic List Members. Entities in the list are not sorted
Hello, in UCI we've got the new UI of Manage Members feature on Marketing List entity. This looks great, but the users are getting confused when thay select "Add related entity" to the query - the list of entities is not sorted and it's really hard to find the relationship that you need (there a...
Expecting to import the data when we enter the manually in currency lookup in the Excel File.
Expecting to import the data when we enter the manually in currency lookup in the Excel File. +It is working fine when we copy the data from currency field and save. +Issue is happening only when we enter the data manually on lookup field. Might be issue is causing because of extra spaces is ad...
Open/Closed activity when creating
Allow a user to choose to "close" an activity before finishing the form. Our sales team logs a call in D365 right now by creating a call record, but there is no where to "Close" the record before saving and closing. This creates an annoying event where the salesperson creates the record, saves...
Allow to set the Scope of Business Rules to Quick Create forms
It it always hard to create a Business Rule that works for both: Quick Create as well as Main forms. Setting the Scope to All Forms usually leads to duplicate Business Rules and/or unnecessary fields on QC forms. Please allow us to set the Scope to each of the Quick Create Forms as well!
Interactive dashboards: Fixed entity view removal
Under Interactive dashboards, we are unable to change the view in the Add Component , once it is selected. It is currently available in Standard dashboards.
See the words "System Views" vs. "My Views" in Lookup View in UI app
When I am looking up a record and changing Entities - CRM presents me with a list of the available views in that Entity. However, I cannot 'see' when the System Views ends, and the list of "My (custom) Views" starts. These 'words/ labels' / dividers used to be visible in the Legacy app and was ...
Allow to set the First Day of the Week per country / culture.
Under Advanced Settings | Administration | System Settings | Select Formats | Customize | Date we're able to set the first day of the week. However this setting is organisation wide and therefore independent of the culture which is set in "Current Format" in each users personal settings. So i...
For Developers create a small instance which does not expires
New Trial org expires with 30 days the developers finds it very difficult to use the Trial Org, at least for developers create some orgs with large expire date (even less functional) will help the developers. It will help to attract more Developers towards Dynamics :- and connection to it with M...