6

Ability to add the default buttons on Custom entities

We have ‘CLOSE AS WON’ button and ‘CLOSE AS LOST’ button on Opportunity records.
These buttons are designed to change status for the record and cannot be added on custom ones without external tools.
It would be really nice to have the ability to add the default button that can change...

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Category: Platform (150)

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Needs Votes
6

Ability to add all the missing components when click to ‘Add required components’ during solution export

The only way to add full lists of required components takes quite huge work load.
Also, it throws an error if there is any missing components.
Users did not experience the issue in Dynamics CRM Online 2013 to 2015.
It really needs to be fixed for improvement. Many customers are ...

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Category: Platform (150)

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Needs Votes
5

Enable multiselect option sets in Global filter

Multiselect optionsets are currently not supported in the Global filter (in UCI). Our users need the ability to filter the data based on the values of the multiselect option sets. The current workaround is to create a new boolean attribute instead of each value in the optionset, but this is not a...

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1 Comments

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Category: Platform (150)

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Needs Votes
5

The order of "first name" and "last name" is reversed in the UCI in the Japanese environment

In Japan, the people names are written in the order of "last name" and "first name". In Web UI, the "fullname fields" displayed in Contacts, for example, are automatically displayed in the order of "last name" and "first name". But in UCI displays their names in the same order as westerners("fir...

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Category: Platform (150)

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Needs Votes
5

Ability to limit the list of entities to be displayed for creating an email

The customer wants to limit the list of entities that are displayed as ‘TO/CC/BCC’ when creating an email.
Currently when you need to select the field for ‘TO/CC/BCC’, it shows multiple entities such as users and Accounts.
It would be very useful to limit the list of these entities t...

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Category: Platform (150)

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Needs Votes
4

Respect security in lookup fields

If the security roles a user holds does not grant them access to a record, but they are permitted to read another record that contains a lookup to the record that should be secured, then it would be good if the platform could obscure or hide the name of the record. For instance, the Product enti...

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Category: Platform (150)

STATUS DETAILS
New
4

Editable Status field label of SLA KPI Instance record

Field "Status" has labels which are unsuitable to some industries, particularly Financial Services. Terms like Non-compliant have much wider meaning in Financial Services. For some reason, unlike other entity Status, the labels are not customizable. There is no Status Reason for this entity. P...

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1 Comments

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Category: Platform (150)

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Needs Votes
4

Remove filter on interactive dashboards

The maximum time frame on an interactive dashboard is a Quarter. This is a very strict limitation. There's also no way for the user to know what time frame they're looking at unless you name the name the dashboard appropriately. Such as "Cases this Quarter". If they're very observant they wil...

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Category: Platform (150)

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Needs Votes
4

Dynamics 365 Autosave is changing the cursor focus

When updating text on a feild and the Autosave Fires, the cursor focus changes. Now you are editing another field without knowing and loosing important data.

 

 

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Category: Platform (150)

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3

SharePoint Integration - Stop Hard Deletion of files

Applicable to Dynamics 365 CE. When a file is deleted through Out-of-box SharePoint integration, it is a hard delete. This seems a bit reckless, from an admin perspective. Might be worth to do a soft-delete so that SharePoint / Office365 Admins can recover the deleted file from SharePoint recy...

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Category: Platform (150)

STATUS DETAILS
Needs Votes