Upgrade Issues from 8.2 to 9 CRM version - Limited Documentation
Issues observed during the upgrade should be documented in the KB Articles with the workaround until the release has a fix for those issues. usually the customers find the solution's by asking in the community link or using the various Technet articles. But there are limited public facing documen...
Ability to add alerts on plugin trace logging
It would be great to setup alerting on the trace log based on exceptions either directly from the application or through the CDS analytics.
Unified Client Interface: Enable copy & paste on list saved/system views for quick referencing
In UCI, users cannot select field values from saved/system list views. For example, in the web interface, users were able to select and copy account numbers and other data values from list views for various research/investigative activities and quickly referencing records without having to ope...
SLA support on UCI yet
Please find the steps to reproduce below 1. Open an existing case or create a new case in the Unified interface. 2. Manually assign a SLA to the case. 3. Save the case. 4. Click the SLA selected in Step 2 to open the SLA record. 5. You will receive a script error. We have been told by Microsof...
Integrate Business Units / Default Teams with Azure Active Directory Groups
The ability to integrate D365 teams with AAD has gone a long way toward automating user management in Dynamics, but business units (and their associated default teams) still play a vital role in the security model, and without creating complex processes in Flow, there's no straightforward (100% M...
System Settings - A new option that can allow messages with unresolved email senders to be received.
Like how we have an option "Allow messages with unresolved email recipients to be sent" in System Settings - Set Email form options section, hopefully we can have another similar option for unresolved email senders as well. Because the Dynamics currently doesn't allow to have unresolved sender...
User needs to remove the --- hyphen arrows to type in the Date field manually
Whenever user want to type the Date and Time field manually in the Customer service Hub, they have to manually remove the the 3 hyphens (---) and then they can be able to enter the dates. This doesn't happen to other field types.
Ability to control or schedule patches and updates.
We are a global company that heavily utilize Dynamics CRM across the globe. Our instance is hosted in EMEA but we have a large user base in North America and APAC. Patch updates (https://support.microsoft.com/en-us/help/2925359/microsoft-dynamics-crm-online-releases) are installed typically mid-d...
Trigger SharePoint content deletion based on CRM record status
When using SharePoint integration for storage, the ability to drive retention from CRM is required. This would help meet GDPR compliance.
Increase limit of 5 conditions in a positive route in business process flow
We need to create business process flow which has 8 conditions in positive route in business process flow, but cannot do that now, because there is a limit now to have only 5 conditions in any positive route in business process flow. The 'Five’s The Limit On Decision Tree Depth… Kind of' section...