21

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...

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0 Comments

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Category: Platform (111)

STATUS DETAILS
Declined
18

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...

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4 Comments

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Category: Platform (111)

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. ...

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0 Comments

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Category: Platform (111)

STATUS DETAILS
Under Review
13

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...

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2 Comments

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Category: Platform (111)

STATUS DETAILS
Needs Votes
13

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.

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0 Comments

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Category: Platform (111)

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 ...

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1 Comments

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Category: Platform (111)

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 ...

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0 Comments

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Category: Platform (111)

STATUS DETAILS
Declined
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 ...

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1 Comments

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Category: Platform (111)

STATUS DETAILS
Needs Votes
9

FireFox on Mac OS re-formats the window constantly when not using maximized view

On Mac OS, while using FireFox browser, only in UCI, the window re-formats itself constantly while not maximized. This seems like a bug and there is no known fix except using another browser or maximized view. Generally, this is not supported - FireFox is not supported for Mac OS. Please, addr...

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3 Comments

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Category: Platform (111)

STATUS DETAILS
Needs Votes
9

Portal - Go back to first step in Webform

One of our customers requirements was the ability for an anonymous user to go back to the first step in a webform, whilst maintaining all of the data they had previously entered. Unfortunately this is not possible out of the box due to the session maintaining the current step ID, unless we were t...

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3 Comments

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Category: Platform (111)

STATUS DETAILS
Needs Votes