4

Export solution

Hello, It would be a real gain of productivity if you could export a solution to another environement right from the solution management. Exporting and Importing is a risky and time consuming process. Best regards, Pierre-Olivier

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2 Comments

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Category: General (1829)

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Needs Votes
4

Releasing of Sales orders from Sales agreements - to include confirmed shipping date

When releasing a sales order directly from a Sales agreement within Dynamics, the Create sales order window that pops up does not include the Confirmed ship/receipt dates. If you are releasing sales orders for multiple lines, it would mean that you would have then go into the sales order created ...

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0 Comments

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Category: General (1829)

STATUS DETAILS
Needs Votes
4

Quick Campaign Email Template Preview

When creating a quick campaign for emails after selecting several records, it would be great to have the ability to see the email template being used in a preview. Currently, after selecting the template for email the body is blank and doesn't show any data. This would be helpful to make sure t...

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0 Comments

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Category: General (1829)

STATUS DETAILS
Needs Votes
4

About field settings for forms and business process flows.

We would like to see the dynamics 365 (Online) behavior change the default view and implement filtering functionality in the fields on the business process flow. We also want the behavior of being able to set the fields on this business process flow on a per-user basis. We believe that achieving ...

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0 Comments

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Category: General (1829)

STATUS DETAILS
Needs Votes
4

Ability to search for multiple records via Advanced Find without manual OR filter

In advanced find, you are not able to search and return for a list of records at once without using the OR filter. For example, find Leads where the Lead Number is one of these - LEAD1, LEAD2, LEAD3 etc. To achieve this today, it is a manual process to manually add multiple OR lines for each le...

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0 Comments

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Category: General (1829)

STATUS DETAILS
Needs Votes
4

We want to know the capacity increase since we started Dynamics.

The current feature allows you to see capacity fluctuations over the past month. But that's not enough. Customers will find it easier to manage capacity if they can see a more retroactive increase in capacity.

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0 Comments

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Category: General (1829)

STATUS DETAILS
Needs Votes
4

Templates editables in Dynamics 365

Templates are very useful and in dynamics 365 very hard to set up and use. 1 ) why we can't see a template in the templates window of the crm? 2 ) why we can't edit a template (word) directly into the crm? This need to be improved! Thanks

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0 Comments

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Category: General (1829)

STATUS DETAILS
Needs Votes
4

Advance find search by day, month or year only

There is a need to be able to search dates by the following: Month, day and month, month and year and only year. At this moment, when using advance finds or searches(OOTB) there is not way to do it without customizations. This is very helpful when searching by specific events that are recurrent o...

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0 Comments

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Category: General (1829)

STATUS DETAILS
Needs Votes
4

Timeline - Allow developers to decide which types of activities should be shown in the timeline

Currently we can hide some activity types from the Activity drop down menu in timeline but we cannot hide activities of the hidden activity types from showing in the timeline. Would it be possible to allow us to hide the activities in the timeline? The business scenario is that we have activiti...

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0 Comments

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Category: General (1829)

STATUS DETAILS
Needs Votes
4

Supress "Select All" on a multi-option set drop down options

Allow Business Admins to 'suppress' the "Select All" option on a multi-option drop down field so that we can prevent lazy users from simply selecting "Select All" and entering all the options on the list... when instead, we want them to thoughtfully select only the ones that apply.

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0 Comments

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Category: General (1829)

STATUS DETAILS
Needs Votes