Focused View - Add Owner and Customer attribute types to filter and sort
We use focused view to conduct a pipeline review by vertical. We cannot sort the work items (opportunities) by Customer (or End Client). That's how our team thinks about the opportunities - by customer. If we could sort by Customer then the owning sales person could review their deals and d...
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...
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
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), ...
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...
Swedish collation
If the base language is English, but a Swedish translation is used, the sorting should use Swedish collation.
Today the sorting doesn't recognize Å Ä Ö as separate letters, they are seen as A and O.
Inline suggestion in Dataverse search
In Dataverse search, the field retrieved for the Inline Suggestion (underneath the result) should be configurable. Currently, the inline suggestions vary depending on the number of letters provided. The Inline Suggestion plays an important role during the ...
SharePoint integration document grid default view should be "All Documents"
SharePoint integration includes a sub-grid that can be placed on any form for an entity that is enabled for SP documents. The default view for the grid is the first document location record for the particular entity's record. there is a selector on the grid toolbar to show documents for anothe...
Table view issues - blank column
This document gives a resolution to a problem that should never occur.
https://learn.microsoft.com/en-us/troubleshoot/dynamics-365/sales/troubleshoot-table-views-issues
Please find the root cause(s) of this problem and develop a permanent fix.
How to hide the system view
Currently, system views cannot be hidden from the list of views by personal initiative.
It would be useful to be able to change the system view to hidden like the personal view.
Alternatively, it would be useful to customize security roles and manage the display by permissions.