9

Environment copy with randomized partial data

Ability to create an environment copy with randomized partial data instead of Full Data or No Data. This will help with online storage consideration.

Read more...

1 Comments

Read more... 1 Comments

Category: Admin (16)

STATUS DETAILS
Needs Votes
8

Add a function for setting so that specific entities do not permit users to create personal views.

The following settings can prevent the creation of personal views in the entire system, but it is not possible to make settings for each entity, so customer would like to be able to apply settings only for specific entities. Within the security role, set the [Create] and [Write] permission of th...

Read more...

0 Comments

Read more... 0 Comments

Category: Admin (16)

STATUS DETAILS
Needs Votes
7

Dynamics 365 CE - Security Role priv export to Excel

Will be great to have ability to export selected SecurityRole details privileges/permission settings into MS Excel file format. This will help IT Admins, Business Owners to have full and controlled overview on the privileges per respective SecurityRole record without need to checking this directl...

Read more...

1 Comments

Read more... 1 Comments

Category: Admin (16)

STATUS DETAILS
Needs Votes
5

Enable to migrate the information in System Settings

Currently, information in System Settings can be exported from Solution. However, not all the information cannot be exported. It would be much convenient if [Auto-Numbering], [Fiscal Year Settings], and [Relevance Search Settings] can be exported.

Read more...

0 Comments

Read more... 0 Comments

Category: Admin (16)

STATUS DETAILS
Needs Votes
3

Prevent assigning of CRM security roles for users without a D365 license

Given that users can appear in the Enabled Users view of CRM after being allocated a license which includes the Common Data Service component (e.g. the Microsoft Flow Free license) it is technically possible for security roles to be assigned to these accounts. This can result in users having acce...

Read more...

0 Comments

Read more... 0 Comments

Category: Admin (16)

STATUS DETAILS
Needs Votes
2

Ability to customize the Notification/Error page for users not having license or security role

It is a very common scenario for a new D365 user to encounter the D365 out of the box Notification/Error page if CRM license or security role is not assigned. Unlike SharePoint, there is no provision to submit a request/email from that screen so that designated admin for that CRM instance would...

Read more...

0 Comments

Read more... 0 Comments

Category: Admin (16)

STATUS DETAILS
Needs Votes
1

Increase expiry time of manual backups

Currently manual backups are only made available for 7 days and there is no way to increase their retention if needed. This is ridiculous, and backups should be available for much longer than 7 days if needed.

Read more...

0 Comments

Read more... 0 Comments

Category: Admin (16)

STATUS DETAILS
New
1

Ability to see process sessions for actions

There is a key functionality gap when it comes to workflow actions. There is no standard logging for actions/ It would be good if Microsoft could match the current functionality of standard workflows for actions: 1) see historic runs (process sessions) for this type of workflow. 2) interrogate ...

Read more...

0 Comments

Read more... 0 Comments

Category: Admin (16)

STATUS DETAILS
Needs Votes
1

Adminstrators to Act as User

Allow Administrators to "Act" as another user within the same session in order to better support the application. For example if a user has inform us of an issue, we should be able to act as them and attempt to replicate the issue. For resolutions and customisations, we should be able to act as...

Read more...

0 Comments

Read more... 0 Comments

Category: Admin (16)

STATUS DETAILS
Needs Votes
0

Delete all records is not available if the import job is not succesful

The "Delete > All Records imported to this entity during this import” is not available if the import job does not complete successfully. This option should still be available as there can be thousands of records imported even if the job does not complete as a whole.

Read more...

0 Comments

Read more... 0 Comments

Category: Admin (16)

STATUS DETAILS
Needs Votes