Microsoft Dynamics 365
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BPF expanded display state width
Suggestion: make the width of the expanded BPF wid...
Ability to enable advance find for entities based on the security role
Currently there is no way to control the security for advance find entities and all users having any read level access can see the enties in advance find. From a solutioning point of view, read level access would be required to be provided for certain roles, but those roles should not be able ...
Request to make Case Subject more user-friendly for service agents
Request to rework the Case Subject entity to make it more user-friendly for service agents.
Missing features for the current Case Subject entity:
- Textual search --> being able to type in the subject lookup field (so a service agent doesn't need to drill-down the whole tree every time again)
Provide the ability to 'print preview' in the Unified Interface
The Print Preview button is a useful feature in the legacy web interface, but is not available in the Unified Interface. Please can this be included in the Unified Interface?
Implement ability to store bank accounts and mandates for a customer (account or contact)
Currently no bank account nor a (direct debit) mandate can be registrated for a customer (account or contact) in Dynamics 365.
When you do sales with your customers (B2C or B2B), most likely a bank account is required. If the customer wants to pay by direct debit, a mandate needs to be registrat...
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...
Business Process Flow with adjustable height and width
The business process flow in the unified interface is not suitable for fields with multiple lines of text. Is just gives the user a scroll feature. The frames where the fields are shown are to small. There is just not enough space. My suggestion is that the business process flow can be adjuste...
Quick search on dashboard - should only fetch on view records
Quick search on dashboard views should only fetch on view records and not the entire entity as it is today.
Because if I make a dashaboard with some views and put a Quick search in each view is because I need search in that view and not on entire entity.
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...
Unified Interface: Cannot turn off "filter by related" for lookup fields
If a lookup field is "filtered-by-related" by default AND users are allowed to remove the filter, in the web interface, users are able to look up more records on a look-up field, uncheck "filter-by-related" box, and look up all records. Users are not able to do this in Unified Interface. The "...