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.

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Category: Administration (11)

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...

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Category: Administration (11)

STATUS DETAILS
Needs Votes
2

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...

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Category: Administration (11)

STATUS DETAILS
Needs Votes
1

Allow user access based solely on inherited roles

Within our D365 solution, we use a basic role which only has the "Read License info" privilege on it, in order to grant the user access to the system. Other privileges are handled automatically through the use of permissions inherited from teams and business units. It would be helpful if we could...

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Category: Administration (11)

STATUS DETAILS
Needs Votes
1

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...

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Category: Administration (11)

STATUS DETAILS
Needs Votes
0

Support for delegate users in Dynamics 365 in Outlook App for Outlook

App for Outlook users can provide their team members delegate access to their mailbox and have the delegate perform actions like Track and set regarding. This was on the roadmap but removed. This is an important function that we would like implemented.

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Category: Administration (11)

STATUS DETAILS
Needs Votes
0

Staging slot

We would like to avoid downtime for any production upgrades. If we update DNS it takes usually a day to reflect the change. If there is an ability like Staging Slot then we can deploy in staging and swap once everything is good.

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Category: Administration (11)

STATUS DETAILS
Needs Votes
0

Allow Azure AD Guest User ability to customize environments via the Admin Center.

This is directly affects and hinders many customers that have third parties assisting with customization and deployment of CDS and C&E environments. I have tested this with a guest user that has a source of External Azure Active Directory and Microsoft Account. They both fail to work. Scenario:...

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Category: Administration (11)

STATUS DETAILS
Needs Votes
0

Add Description Section to Security Roles

A Description section should be added to Security Role records, much like with Field Security Profiles. It would be helpful to see a summary of the purpose of the security role and permissions involved at a glance.

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Category: Administration (11)

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Needs Votes
0

Wysiwyg for signatures

It is nearly impossible to add a picture with a href behind it in the default signature entity. The customizations of the signature entity can be massively improved. Dynamic content should be possible as well (eg user name).

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Category: Administration (11)

STATUS DETAILS
Needs Votes