Product stock inventory and product serial number tracking
have the ability to take product stock inventory, serial numbers tracking search capabilities
when applying the "_" filter in our entity view, as it retrieves all records rather than the relevant ones.
Customers encounter difficulty when applying the "_" filter in entity view, as it retrieves all records rather than the intended relevant ones. This poses a challenge for users searching for specific information using the "_" symbol.
It would be really great if we can get this f...
Report for Opportunity Team Member
Dear Microsoft Support,
We are facing an issue while extracting the opportunity when a user gets added as opportunity team member. We are unable to produce a report for opportunity team member without using any third-party tool. We understand that the XRM tool must be used to ...
Display Save & Close button in command bar, not in a flyout menu
Save & Close button on opportunities used to be directly in the command bar. Release 2023 Wave 1 moved it in the flyout menu under the Save button.
For those who use primarily Save & Close it is more complicated now. So we suggest moving the button back so that it is directly in the comm...
Show next upcoming task deadline in list view
We need to see next upcoming task deadline and name in opportunity list. This would save time when working with hundreds of opportunities as no need to go to activities list or open opportunity to see details.
Even better if there is visual aids to allow even better tracking. ...
Check active business process flow and active stage in the views
We would like to check active business process flow and active stage, witch are on opportunity now. It wiil help to create list of opportunities with checked on them active business process flow and active stage.
We know how to look active business process flow and active stag...
Customisable Kanban for multiple objects
Kanban view in Opportunity is so lacking compared to Salesforce. Not being able to choose which fields to view and being able to sort/rank by is pitiful, it's really frustrating to have to explain to the users
Splitter
activate splitter in sales order like how it is in "where used", it will save a lot of time, in our sales department,
they spend a lot of time scrolling up and down, minimizing, to be able to see all lines
Enable to sort formula fields
Currently, sorting of fields that have built-in formulas is not possible.
Even if you want to sort the Formula Fields, you cannnot sort it, due to the system.
Therefore, I hope dynamics 365 will have a function that can sort the formula fields.
I want to stop deleting records in a schedule entity when linking with Outlook
If Dynamics 365 and Outlook are currently connected, the appointment record will be deleted from Dynamics365 when the appointment is deleted in Outlook.
Request that the appointment record not be deleted from Dynamics365 when the appointment is deleted in Outlook.
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