"Check your access to a record". Needs improvement as the list of "who has access" is incorrect
Issue: When checking "Who has access" in the check access feature, the list shows disabled users which do not have access to the record. The list also does not show the Global admins or other users Outside the Business units of who have access to the records.
About the display name of the Potential Customer (msdyn_account) column in the Order (salesorder) table
About the display name of the Potential Customer (msdyn_account) column in the Order (salesorder) table
I believe the Potential Customer (msdyn_account) column is the related column to the customer who ordered the product.
So I guess that means a genuine customer, not a ...
Dark mode Theme for Dynamics CRM
Hi, I think it is a nice idea to have the option for a dark mode in dynamics 365 crm. Maybe as an browser extension like Salesforce.
Automatically expand multiline text fields inside quick view forms
For better readability and overview we require to have auto-expandable multi-line text fields on quick view forms which are used on the main forms. Currently, we can only see the first two lines.
Drop and Drag
Why can we NOT drop and drag and email or files i.e. word, pdf, excel, etc.. into Dynamics 365. This would make the Outlook Dynamics Link Obsolete. There are other CRM Systems that have full Drop and Drag functionality.
Clarifying Prerequisites and Setup Information in Dynamics 365 New Feature Introduction Docs
In the following Docs that introduce new features in Dynamics 365 Sales, the business value and feature overviews are described in detail.
However, the prerequisites and setup guidance required to actually try these features are not clearly presented or easy to find.
Docs URL : ht...
Implementation of the “Email a Link” Feature in Outlook on the Web
Currently, when clicking the “Email a link” button in Dynamics 365, there is no standard functionality that automatically launches Outlook on the Web.
As a result, when using Outlook on the Web, users must manually copy the record URL from Dynamics 365 and paste it into a new email mess...
Power App Grid Control does not have drag&drop row/line feature
Power Apps grid control should supports adjusting line sequence by drag and drop to enhance user experience.
Referring to this: https://pcf.gallery/flexible-ordering-grid/
Ability to check online response time
The Dynamics 365 app currently does not have a function that allows you to check online response time, so we request that you implement a function that allows you to check it.
It would be convenient to be able to check periodically on the dashboard, rather than checking temporarily.
Feature to enable end users to make customization
Currently it is hard to let end user to make customization in D365 Sales. I would like following improvements so end users can make minor modifications by them selves.
- Introduce a role that will allow users to edit forms and views on an entity-by-entity basis so that the...
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