Allow many-to-many relationship between activities (appointment, email, phone call) and other entities
I am looking to implement keyword tagging functionality on all entities (https://experience.dynamics.com/ideas/idea/?ideaid=83d8611a-ae87-e911-80e7-0003ff68897c). If a many-to-many relationship could be created between an activity and a custom 'Tag' entity then this would work perfectly. It wou...
Provide interface for customising the command bar
Installing the ribbon workbench to customise the command bar feels like a workaround and is not intuitive. The command bar should be customisable through the web interface in the same way that the site map and forms are.
Change Dynamics 365 System View Column Name
Hi,
I'm sure this feature request (or idea) has been logged already but it would be really useful to be able to change the column names within system views within Dynamics 365 for a bunch of reasons.
I know it is possible to change field display names (which then appe...
Expand Width of View Drop Down in Unified Client
When choosing a view in the unified client the drop-down is very narrow so a lot of the names of the different views get cut-off. The drop-down in the legacy interface was much wider to allow more visibility for view names. The feedback from my users is little things like this are annoyances tha...
Changing the operator text when compiling an advanced find
When compiling an advanced find in Dynamics 365, and using the search against the record 'Owner' field; the search operators available include 'Equals Current User', 'Does Not Equal Current User' etc. There are two operators that use the pronoun 'His' (Example - 'Equals Current User Or His Report...
First name and last name field display order is different for the contact main form and the quick create form
On the main form for the contact entity when viewed in UCI the First name and Last Name fields appear in the following order. First Name Last Name However, for the quick create form for the contact entity the order is reversed. Last Name First Name The default forms should maintain a specifi...
Align Unified Interface stylings with new Customer Insights module
Even though new UI in Sales is better than the Classic Interface, forms and grids are still a bit flat looking. New Customer Insights Interface is way better looking. Also please add colour to nav icons. It's hard to differentiate between them. Rows in grid are too wide. Make them smaller so more...
Bring back the ability to select a year in the UCI Date Picker
In the current UCI date picker control, the user is unable to select a year as they could in the legacy dynamics experience. This is quite problematic for less technical users, who regularly enter dates of birth going back 10's of years and results in them either cycling back through months manua...
Capability to view which security permission is missing on the GUI screen
There should be capability provided to the users which shows them which security role (or permission on the entity specifically) is missing along with the Error message which shows "Access is Denied" Basic example - Lets suppose if any user is trying to access the Contact record and he doesn't ...
Import Excel Online Issues
Excel Imports occasionally fail at random. While I can understand this as acceptable for Admin facing functions, this kind of unreliability should under no circumstances affect user facing functions. If it fails in between, the user would loose the updated data. This should be improvised and th...