291

Make Multi-Select Option Sets available for Business Rules

Currently, when configuring a Business Rule, a multi-select option set field is not available within the list of fields for a Condition. A practical need is to Show/Hide the field on a form. First Part: The idea would be to allow a Condition using the "Contains" or "Equals" filter. As multiple v...

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30 Comments

Read more... 30 Comments

Category: Unified Experience: Search, navigation and performance (1223)

STATUS DETAILS
Needs Votes
95

Ability to select a 'Group By' column value by default

Editable grids allow users to select a column value from the view as the 'Group By' value allowing users to group records based on data present within the record. For example, users can Group opportunities by 'Industry' and view all open opportunities grouped meaningfully. If a user selects a G...

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5 Comments

Read more... 5 Comments

Category: Unified Experience: Search, navigation and performance (1223)

STATUS DETAILS
Under Review
Ideas Administrator

Based on our recent discussions and estimations by our development team, it has become apparent that we require a bit more time to finalize the exact release wave and timelines for this feature. While we are fully committed to delivering it to you in a timely manner, we want to ensure that our estimations are accurate and ideaspace entry reflects the right status and release wave.

As a result, I am marking this feature as "Under Review" until we can provide you with concrete timelines and we will keep you updated every step of the way.

Thank you for your understanding! If you have any questions or concerns or suggestions to influence the product strategy, please feel free to reach out.

 

 

47

Turn on try the new look user-wide

It would be useful to have a setting that would turn on Try the new look for all users in the environment at once, and automatically turn it on for users who turned it off and were using the old screen.

Currently there is no setting to turn it on for all users, so we are requesting a set...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1223)

STATUS DETAILS
New
17

I want to output a URL link that can be opened directly to the tab page prepared for each step of the business process flow.

The ability to output direct links to each step of a business process flow in Dynamics 365 has been implemented, but it is not possible to output direct links to the Details, Products, and Quotes tabs.

The addition of this feature allows users to access their desired location more quickl...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1223)

STATUS DETAILS
New
6

Entity grid is not refreshing

The following are the repro steps:
===============================
1. Login in CRM as User(System Administrator)
2. Create a custom entity-�Language�
? Setting > Customization > Customization the System > Created a new entity-�Language� . Select display area as Sales.
3. Add t...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1223)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for your feedback. We are declining/closing this idea as it has been open for more than 2 years and has not received sufficient numbers of votes. If the idea is still valid, request you to re-submit the idea.
4

Enhanced timeline search

Due to migration of email descriptions by Microsoft to emails older than one year, it is no longer possible to search for older customer related emails based on description field content. In case there are lot of emails in the timeline from several years (there can easily be even 100 emails), ...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1223)

STATUS DETAILS
New
4

Activity Form Refresh when added to the Queue

Ability to refresh to the activity form when it is added to the queue.

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3 Comments

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Category: Unified Experience: Search, navigation and performance (1223)

STATUS DETAILS
Declined
3

Task records to be synchronized with Dynamics Calendar

Task records to be synchronized with Dynamics Calendar for visibility, which will be a great solution for companies, which would like to manage every activity only in their Dynamics Calendar.

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1 Comments

Read more... 1 Comments

Category: Unified Experience: Search, navigation and performance (1223)

STATUS DETAILS
Needs Votes
2

Inline Images should not be shown in OpenCount as an attachment in email table.

Hello Team,

We have customer who is complaining about inline images in email description should not be counted as an attachment and should not be shown in attachment grid.

Microsoft Dynamics team mentioned it is expected and asked us to raise in Ideas portal.

could you please...

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1 Comments

Read more... 1 Comments

Category: Unified Experience: Search, navigation and performance (1223)

STATUS DETAILS
New
1

Add Boolean Field-Types to Facet/Filter Personalization Settings

Currently, when adding boolean field types for filtering with Dataverse Search, those fields do not appear in the personalization settings when a user configures their Dataverse search facets/filters

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1223)

STATUS DETAILS
New