Not only attributes of the same entity can be exported but also referenced entity attributes can be exported if you are referencing them in the view
Right now, only attributes of the same entity can be exported but referenced entity attributes won't be exported even you are referencing them in the view. But if referenced entity attributes can be exported if you are referencing them in the view then when you migrate an Excel template between i...
CRM Toolkit compatible with Visual Studio 2019
It would be nice if CRM Toolkit targeted at software developers would be refreshed and compatible with VS 2019.
Business rules need better Hide/Required for Fields/Sections/Tabs
Fields: When I hide "Field A" because of something, I want to unhide it automatically when that something no longer is true. The traditional "elseif". The same applies for the Required statement. Would save a lot of time configuring. Also it is a little odd you haven't added the hide/show for S...
Download the attached file of [Note] on Portal feature
On Portal, delete the attached file of [Note], add a new file, and sometimes the previously attached file is downloaded due to the remained browser cookie. If the former attached file is downloaded due to the cookie, it is unsecured. Always the replaced file must be downloaded.
Automatically or manually enable Administration mode after copying an instance
After copying an instance, Administration mode becomes enabled. It would be much better if the setting can be enabled automatically or manually.
Feature of customizing [Party Lists] fields to use on [To] or [CC] for email
It would be great if [Party Lists] field used on [To] or [CC] for email can be customized such as making users to exclusively choose entities and changing order of lists. The reason is that users can choose entities which admins don't want them to choose when clicking [Party Lists] field. Also, i...
Feature of displaying only Dynamics 365 (Online) license user as a [User]
Currently, even user like below who doesn't have Dynamics 365 (Online) license is displayed on [Enabled Users]. ?User who has Microsoft Flow or Power Apps license ?User who has Global Admin and Dynamics 365 Service Admin role Due to this behavior, it's difficult for admins, who manage records a...
Consistency in the behavior in [Multiple Lines of Text] on Dynamics 365 (online) and Portal
On Dynamics 365 (online), set maximum Length on [Multiple Lines of Text], try to add the amount of values more than maximum length, and it simply cannot be added without displaying a error message. But on Portal, try to add the amount of values more than maximum length, and the paragraph can be i...
Feature of saving default values for several items on each user when creating email
When creating email, it would be great if default values like input character information and tab setting values can be saved for each user. For example, input character information like [Formatting Style], [Paragraph Format], [Font Name], [Bold] and [Italic], and tab setting values in [Protocol]...
NEED Print Preview in UI
We have just switched our organization to the new UI in CRM, but for some of our staff, we had to quickly switch them back to the Web interface because Print Preview is gone. Our Finance team *constantly* prints records, all day, every day, so the new UI was not an option. Please make adding Pr...