23

Ability to Show/Hide Sections (Tabs) Based on Business Rules

PLEASE NOTE: This suggestion is for Dynamics CRM Online and Dynamics CRM 2016 or greater. There is no option in the below "Product Version" drop-down list.

There are many occasions where multiple fields need to be hidden and/or shown based on Business Rules. This can lead to a very lo...

Read more...

0 Comments

Read more... 0 Comments

Category: Platform (118)

STATUS DETAILS
Declined
20

not able to turn off the filter option in lookup fields in UCI.

In UCI users are unable to turn off the filter option in look up fields We have two lookup fields called Service Line and Solution Code. The Solution Code has the Related Records Filtering set as seen below. The most important option here is that the “Users can turn off filter” option is enabled...

Read more...

4 Comments

Read more... 4 Comments

Category: Platform (118)

STATUS DETAILS
Needs Votes
16

New Language Pack Requirement - Tagalog

For Knowledge Management and CRM/USD interface.

We have a requirement to add Tagalog as a language for Knowledge Articles and Scripting. Based on research and an SR with Dynamics, to do so in a supported fashion, we need product development to be done to create a new Language Pack. ...

Read more...

0 Comments

Read more... 0 Comments

Category: Platform (118)

STATUS DETAILS
Under Review
14

Search look up values - not showing default list. only shows recent's unless you manually type in a value.

In 2019 release wave 2 enabled, We have lost the ability to view all available choices for a drop down and only shows you the recent used. This effects general usability on every look up. So if you go to look up a email template but don't know the name you have to randomly type a guess to ge...

Read more...

2 Comments

Read more... 2 Comments

Category: Platform (118)

STATUS DETAILS
Needs Votes
14

Ability not to automatically assign a security role when installing the Solution

On the environment that Customer Service Solution has been installed, Customer Service App Access security role is automatically assigned to user when user gets Dynamics 365 (Online) Subscription. It would be great if the security role is not automatically assigned by installed solution.

Read more...

1 Comments

Read more... 1 Comments

Category: Platform (118)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

PM,

Microsoft.

13

Ability to display ‘Attachments’ in Appointment entity on other entities

This ‘Attachment’ field is a special field that is configured in system, so that users are not able to associated that field with other entities.

Also, the ‘Attachment’ field cannot be displayed as a sub-grid, users are not able to add it as a sub-grid either.

It would be ...

Read more...

1 Comments

Read more... 1 Comments

Category: Platform (118)

STATUS DETAILS
Declined
13

Ability to customize the field size in Quick View Form

When creating a Quick View form for a specific entity, the field heights is not customizable although the width can be changed.
It ends up having a plenty of room for the one field.
I would like to avoid having such space on Quick View Form.

Product Version:CRM Online 2016 ...

Read more...

0 Comments

Read more... 0 Comments

Category: Platform (118)

STATUS DETAILS
Declined
12

In the app designer, add a setting so that the newly created view is checked by default even if [All] is not checked in the view selection.

If you do not check [All] in the view selection in the app designer, the newly created view will not be checked and the view will not be displayed in the app. Therefore, when creating a new view, it is necessary to open the App Designer and check it. It is convenient for users to be able to set n...

Read more...

0 Comments

Read more... 0 Comments

Category: Platform (118)

STATUS DETAILS
New
12

Personal User View/Dashboards/Charts Migration

Hi All, To migrate all the users related personal view/charts/Dashboards from one organisation to another organisation without Username and password INPUT. My Customer wants to have a separate tool which will migrate all at one shot including the users shared views.Since i am system admin and ...

Read more...

1 Comments

Read more... 1 Comments

Category: Platform (118)

STATUS DETAILS
Needs Votes
11

Showing user's name instead of system in Portal.

Currently, in Dynamics 365, the case is recorded as 'SYSTEM' whenever the case is edit, cancel or closed through Portal. This should be improved by showing the user's name who do the editing instead. This would be great as the user might confuse when checking the case in Dynamics 365 since the 'S...

Read more...

1 Comments

Read more... 1 Comments

Category: Platform (118)

STATUS DETAILS
Under Review