CRM Email Activity - browse for SharePoint documents (attachments)
Current situation:
- Email activity related to quote or opportunity
- Add attachment => browses on local file system
Requested situation:
- Additional possibility to add attachments that are stored no the SharePoint location bound to ...
STATUS DETAILSNeeds Votes
Keep the related record filter when clicking 'view records' from a chart on a form.
We use charts to visualize subgrid records on a form. This is a very nice feature to present data in an actionable format to an end user, instead of a list view and it makes the application also a lot more user friendly. In some cases however, it is relevant to switch from the chart visualisati...
Unified Interface - Filter lookup fields
In the web client it was possible in a view to filter lookup fields and you could search the specific record. For example, in a view with as a column 'Owner' you could filter and search a specific user or choose 'same as user'. In the Unified Interface I only see the option to filter with paramet...
[UCI] Restore filters to read-only grid.
UCI supports view filtering by changing the subgrid to Editable Grid. However, the filter function cannot be used in [Read-only grid]. Previously, the web client (Web UI) used the default Read-only grid, but UCI does not offer this functionality. In the case where multiple sub-grids are displaye...
Activity Entities - Display in Activity Menu
In many circumstances, an implementation might not want to see certain Activity Types including Custom Activities displayed in the Activity Menu. It would be nice if this setting was editable after the initial creation of the entity. As an alternative, security role privileges could also be ...
Show Filter Dialog in front of the Subgrid Dialog
When opening a subgrid of any entity via JS like mentioned in the documentation with pagetype is entitylist, the filter dialog(Clicking Button 'Edit filter') pop ups in the background and can not be used.
Ability to control of not sending e-mail to email address registered on "Required" field when creating Appointment record
Create records on Appointment entity in Dynamics 365 (Online).
Appointment notification is sent to contact’s email address registered on "Required" field after saving Appointment records.
This is not all users want.
It would be user-friendly and more secure if it is capa...
Merging Custom Entity Records
I think that CRM should allow custom entities records to be merged, possibly as a check box as they do now with Mail Merge.
This would be a very helpful feature in future additions so coders/programmers are not needed when creating custom entities in CRM.
When people are ...
UCI does not show total number for records in subgrids. Where we can see it on UCI.
One of my customer is expecting to see the total number for records in subgrids in unified interface. while classic interface has this feature.
allow ability to hide entities from the Advanced Find
There are occasions where you have needed to create an entity that is similar to a system entity but with a complete re-engineered structure and being able to hide the one you don't wish to use showing in advanced find. i.e. you can have a boolean on the entity that by default might be true for ...
Administrator
Thank you for your feedback. We released this feature as part of the "Improved grid column filtering in Power Apps" as part of 2020 Release Wave 1. Please refer to the following link for more information: https://docs.microsoft.com/en-us/power-platform-release-plan/2020wave1/microsoft-powerapps/improved-grid-column-filtering-power-apps
Sincerely,
Paramita Chatterjee
PM, Microsoft.