16

the graph should be displayed by default like pinned when the view is displayed.

the graphs in view are not displayed unless we click the "Show Chart" menu after the view is displayed, however we would like the graph to be displayed by default like pinned when the view is displayed. In addition, we understand that they can set the default graph to be displayed in the view by ...

Read more...

0 Comments

Read more... 0 Comments

Category: General (865)

STATUS DETAILS
New
16

Ability to configure [Document] view on main form on UCI

Currently, [Document] view cannot be configured on main form on UCI, so users need to open [Related] - [Document]. It would be convenient if [Document] view can be configured as this makes referring related document easy.

Read more...

4 Comments

Read more... 4 Comments

Category: General (865)

STATUS DETAILS
New
16

Dynamic Marketing List support for not-in queries

The top Connect item for MSDynCRM requesting NOT-IN functionality is resolved, if you consider coding/development requirements as user friendly enough.
https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/678568

Using tools such as FetchXML Builder (google it if y...

Read more...

1 Comments

Read more... 1 Comments

Category: General (865)

STATUS DETAILS
Under Review
Ideas Administrator

 

 

16

Enable User/Team Security for Product Catalogue / Price List / Price List Items

With Dynamics CRM being more and more "enterprise" scaled, it needs to have better options when it comes to splitting access to information such as Products and Price List Items, between Business Units.

As a matter of lot of CRM projects are now:
- international
- localize...

Read more...

1 Comments

Read more... 1 Comments

Category: General (865)

STATUS DETAILS
Planned
Ideas Administrator

Under Review for Roadmap

16

Add a Filter Option - Older than X Days

Currently the only older than filter option is by month. This would be a nice addition and would allow escalation views to be created that could be user to improve service levels on cases or other sales entities that need follow up after a certain time frame.

Read more...

3 Comments

Read more... 3 Comments

Category: General (865)

STATUS DETAILS
Completed
Ideas Administrator

This capability should be available now for all views in Dynamics CRM.  Please refer to the following link for more information:

https://msdn.microsoft.com/en-us/library/gg334216.aspx#OlderThan

 

Sincerely,

Mike Carter

15

[Status: Open] and [Status Reason: Free] are displayed when creating [Appointment] from UCI

Currently, there's a difference below between Web UI and UCI when creating [Appointment] records. Web UI - [Status: Scheduled] [Status Reason: Busy] UCI - [Status: Open] [Status Reason: Free] It would be convenient if [Status] and [Status Reason] are same to Web UI when creating [Appointment]...

Read more...

2 Comments

Read more... 2 Comments

Category: General (865)

STATUS DETAILS
New
15

Don't Mask Field Level Security Fields on Create of Record

If a user has the "Create" permission for a field but not "Read" permission then when they create a new record they can edit the field but there is the 6 asterisk mask that makes it difficult to input and see.  The user IS ABLE to see lookup values but NOT ABLE to see optionset selected or s...

Read more...

0 Comments

Read more... 0 Comments

Category: General (865)

STATUS DETAILS
New
15

Enable to edit the detailed setting on [Themes]

Click [Settings] - [Customizations] - [Themes], currently editable items are very little on [Themes], and also some of the customizations are not reflected on UCI. It would be very convenient if editable items are increased on [Themes] and customizations are improved. For example, please add the...

Read more...

0 Comments

Read more... 0 Comments

Category: General (865)

STATUS DETAILS
New
15

More charts can be deployed on a dashboard

The number of charts which dashboard can have is limited so far. It would be convenient if a dashboard can have more charts than it does now.

Read more...

1 Comments

Read more... 1 Comments

Category: General (865)

STATUS DETAILS
New
15

Standard OOB Sales Pipeline Report

In the Standard OOB Sales Pipeline Report there is the column SalesStage. However this field is not updated through the pipelinephase from the Opportunity. This value does not come from Opportunity instead it comes from SalesProcess. What I know from the Support is that this column references ...

Read more...

3 Comments

Read more... 3 Comments

Category: General (865)

STATUS DETAILS
New
Ideas Administrator

Thank you for your feedback. We are re-categorizing this feedback to get it in front of the right team.

 

Sincerely,

Narinder Singh

PM, Microsoft