Distinguish users having [Microsoft Flow Free], [Common Data Service], or [Power Apps for Office 365] license
When assigning either [Microsoft Flow Free], [Common Data Service], or [Power Apps for Office 365] license to users, the users are displayed under [Enabled Users] on Dynamics 365 (online).
Also, against these users, assign security roles, they become able to edit and create records, but such ...
Dynamics 365 (online) [Analytics] data on Power Platform Admin Center
Regarding Dynamics 365 (online) [Analytics] data on Power Platform Admin Center, when data is in delay and data cannot be retrieved because of malfunctioning, there is not such a feature of sending the notification to system-admin users and other users.
It would be very convenient if there is...
Save and New
Hi, Like we can Save & New for fields in D365 Customization, it would be of great help to have a button to "Save & New" button for records as well. This will save time from Save and Close to clicking on Create New button again on entities. Thanks!
Workflow View additional fields
I previously recommended that the Modified On field be added to the Workflow List. If anyone has installed Field Service or Project Service Automation, there are many out-of-the-box workflows installed. Going into each workflow to understand details about the workflows is tedious and unnecessary...
Ability to customize or turn off first character for topic on Customer Service Hub on UCI as it gets iconized automatically
The customer uses "parentheses" on first character for topic, so all icons display "parentheses". In this situation, icon doesn't really mean anything. Also, automatically displayed icon unnecessarily occupies space, so functions to erase this should be implemented. Additionally, it would be grea...
Feature of copying instance by Dynamics 365 system admin with Office 365 "user" role
Currently, only Office 365 Global administrator and Dynamics 365 Service admin can copy instance. It would be much better if Dynamics 365 system admin with Office 365 "user" role can copy the instance.
Percentage Support in Charts UCI
We would like to have the percentage functionality in the UCI interface charts like in the old interface.
Bulk add products
Product companies usually have several products that are being used in a quote and currently the user experience to add individual products in an opportunity product grid or quote product grid is very painful. There can be a an easy experience to allow users to multi select products and t...
Allow Notes from Leads to transfer to new records when the Lead is Qualified
When a salesperson is working a lead, they use the notes to keep track of things they have encountered with the Lead. This could be anything from new contacts at the site, to the Mechanical contractor they have used in the past, to the current value of the contract, even equipment and ve...
Easy way to add �Co. Ltd. Inc.� on Account name fields for
Japanese firms can have Co. or Ltd. marks before and after the firm�s name.
When you have +300 companies, it is quite time consuming to add �Co.� or �Ltd.� mark on each record.
It would be very nice to have a pull down menu in Account name fields and you can just choose from options....
Administrator
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales
Sincerely,
Paramita Chatterjee
PM, Microsoft.