68

BPF expanded display state width

We use Business process flows to capture data for cases. To make it easier for the user, the BPF is expanded by default via javascript. Problem is that the width of the BPF details is too small to for example show the customer name completely. Suggestion: make the width of the expanded BPF wid...

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1 Comments

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Category: Platform (164)

STATUS DETAILS
Needs Votes
54

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 ...

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10 Comments

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Category: Platform (164)

STATUS DETAILS
Needs Votes
45

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) -...

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0 Comments

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Category: Platform (164)

STATUS DETAILS
Needs Votes
39

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?

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5 Comments

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Category: Platform (164)

STATUS DETAILS
Needs Votes
38

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...

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2 Comments

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Category: Platform (164)

STATUS DETAILS
Needs Votes
35

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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6 Comments

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Category: Platform (164)

STATUS DETAILS
Needs Votes
29

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...

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5 Comments

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Category: Platform (164)

STATUS DETAILS
Needs Votes
27

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. 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.

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0 Comments

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Category: Platform (164)

STATUS DETAILS
Needs Votes
26

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 "...

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4 Comments

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Category: Platform (164)

STATUS DETAILS
Under Review
26

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 (164)

STATUS DETAILS
Declined