20

Feature to edit and sort records displyaed in Lookup Field in view that has view filter

When a Lookup field is placed in the View column and a view filter is applied, all record names for the target entity are displayed in ascending order.

The current default behavior is that it cannot be changed because it is tied to the information in the primary field.

However, we ...

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0 Comments

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Category: General (1349)

STATUS DETAILS
New
20

�download� option for an attachment on a note entity in UCI

There is no �download� option for an attachment on a note entity in UCI. User can find attachment file via relevance search but no way to open the attachment on note from the result. User can download in in WebUI, so please add this feature in UCI.

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2 Comments

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Category: General (1349)

STATUS DETAILS
Needs Votes
20

Audit log of the downloading file operations

Currently audit function cannot record the operation of downloading files attached to the records or exporting Excel files etc. The security becomes higher, if the audit function can record when, who and which files are downloaded. It should be able to record the operation logs of downloading fil...

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3 Comments

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Category: General (1349)

STATUS DETAILS
Needs Votes
20

Ability to create new Account records from Customer field in Order entity

It would be very useful if you can create a new Account record from a potential customer field in Order entity.

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1 Comments

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Category: General (1349)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback!


This functionality is available now in the new user experience - Unified Interface. Please refer to the following link for more information.
 
Sincerely,
Naitik Shah
Microsoft

19

Creating temporary test users without adding license nor creating new Azure AD user

It would be great if temporary test users could be created without adding license nor creating new Azure AD users.

Sometimes admins don't have enough license to test as licenses they have are all assigned.

It's not desirable to purchase licenses only for test.

Users can get a...

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0 Comments

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Category: General (1349)

STATUS DETAILS
New
19

Automatically share views/charts by just sharing Dashboard only with users

A really useful feature would be to allow advanced finds views and charts to be shared with users by simply sharing a dashboard. Currently, the views and charts have to be shared separately before the dashboard is shared. Otherwise, the error message regarding permissions is shown in the sub gri...

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5 Comments

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Category: General (1349)

STATUS DETAILS
Needs Votes
19

Business Units Hierarchical Visualization

In general, the Business Units are entities for which would be extremely useful to have a Hierarchical Visualization. This kind of visualization is by default enabled for some entities, and can be enabled for others. It is not clear to be why th BU cannot be enabled for that. It would be super he...

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1 Comments

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Category: General (1349)

STATUS DETAILS
Needs Votes
19

Hide [Related] tab on UCI

On UCI, [Related] tab is displayed on any record. [Related] tab cannot be hidden even if it is unnecessary. On [Form Editor], [Related] tab is not displayed, so it cannot be customizable. It would be user-friendly if [Related] tab on UCI can be hidden.

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3 Comments

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Category: General (1349)

STATUS DETAILS
Needs Votes
19

'Email a Link' URL is no longer working when opened in Mobile Browser.

In newer version of D365 Update version 9.0, If we Email a Link for any record in CRM and open URL in Mobile on any browser will redirect you to UCI Page rather than the record page. This functionality was working until 8.2 version of CRM online and no longer working in 9.0 Microsoft informed th...

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0 Comments

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Category: General (1349)

STATUS DETAILS
Needs Votes
19

Should be able to customize the Opportunity product form existing calculation rule (System defined)

There are 7 fields on the Quote Product form as follows :-

Price Per Unit
Volume Discount
Quantity
Amount
Manual Discount
Tax
Extended Amount

These fields are calculated as per the System Rule and the final result is displayed in the Extend...

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1 Comments

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Category: General (1349)

STATUS DETAILS
Planned
Ideas Administrator

Under Review