Ability to embed an external web page inside the existing D365FO UI (like an 'iframe')
Proposed new functionality: a form control in D365FO that can be used to embed an external web page inside the normal D365FO UI, like an "iframe". (Or a decent workaround beyond just providing a link to an external web page)
Ideally, we want something like a...
Add filter/query functionality in the alerts
It's a good thing you finally got alerts back into the system with the spring release but you missed one very important feature on the alerts - the ability to add a query/filter on which records to apply an alert to. Now you can only set an alert for all records or the marked record, in 2012 i...
Copy multiple personalizations for user from another user
Currently the personalizations of a user can be copied one to many UserIDs by selecting the personalization. The system allows us only select one personalization to to copy from one user to many Users. However, it was more wishful to select more personalizations to copy from one user to the ot...
This functionality is included with the new Saved views feature that is public preview starting in 10.0.9 / Platform update 33. In addition to being able to select multiple personalizations or views to give to multiple users, you can also export multiple personalizations/views into a single file. Finally, and most powerfully, with views, you can publish a read-only view to all users in one or more security roles and in one more legal entities.
Possible to Export to Excel more than 10.000 records
We can not export to Excel more than 10.000 records. In previous version, we can transport to data from Ax to Excel how many my Excel 's version can took. It will be very usefull if we can export records to Excel unlimitedly. If exporting to Excel is imposible, even the exporting data to txt (...
The ability to export up to 1 million records was first provided in Platform update 22, with an enhancement in Platform update 23. See the What's new documentation for Platform update 23 for more information.
Saving / remembering filters set by end user
It would be great if an end user could set a filter in a list which would be kept until it was changed or cleared.
By allowing to save queries/filters, the user could create different views for different tasks.
The new Saved views feature that started its public preview in 10.0.9 / Platform update 33 allows users on list pages to save multiple named views, which each consist of personalizations and filters.
[Saved views] Saved User Views should work with Filters
When user tries to save new views created with different filters, the view doesn't save the filters. Whenever the view is selected post saving, the default filters are popped. Customer wants the saved views to be saved along with the filters selected with the view.
Filters can be saved to views with the large view selector (see Saved views - Finance & Operations | Dynamics 365 | Microsoft Docs for more details). Specifically with regards to the "Open sales order lines" page, filters can be saved on this form type (Task single) when the "Allow queries to be saved to views on Task Single and Task Double pages" feature is enabled. Please open new suggestions if something more is needed in this space.
Block users from changing personalizations & workspaces (but keep whats been imported for them)
We want to be able to create a suite of peronsalizations and workspaces for a group of users but then prevent those users from making any further changes to those peronsalizations and workspaces. D365 currently does not appear to allow this functionality. When de-selecting 'Personlisation allo...
The ability to give users personalizations but not let them alter those personalizations is included in the (preview) Saved views feature. With views, users without personalization rights are able to access the views that have been given to them or published to them. Note that view support does not currently cover all forms; workspace support will be added in the future.
In reference to the comment below, the "Personalize this form" action is directly tied to a user's ability to personalize. If the user cannot personalize, they will not see that button. The Personalization page allows an administrator to control personalizations rights per user globally and per form.
Export and import multiple personalizations per user
It would be valuable if it was possible to export & import multiple personalizations per user, in a single action. System administration > Setup > Personalization The form is very supportive in terms of applying & exporting single personalizations per user. This would be very ben...
This functionality exists as part of the new Saved views feature, which began its public preview with 10.0.9 / Platform update 33.
Error when importing newly created (personalized) workspaces
There is a problem when importing customized workspaces into another users Dynamics 365FO system. Please see below for a detailed explanation. The problem occurs when you do the following: ____ 1 - Create a new workspace for user X. User X has no other customized workspaces. Therefore the cont...
The export and import of workspaces was recently improved as of 10.0.6 / Platform update 30. Importing is now based on the GUID assigned to the custom workspace on creation, so that it will not conflict with any existing workspace, even if there's already one with the same name. Additionally, importing the custom workspace will automatically add a corresponding tile to the dashboard.
Insert from clipboard copypaste onto multiple rows in a grid
Please add the functionality to insert from clipboard copy/paste onto multiple rows in grid. SAP has this functionality.
Use case:
- User selects i.e. quantities across multiple lines in i.e. Excel
- User copies multiple lines to the clipboard using CTRL+C
This functionality is included with the fast data entry component of the New grid control feature, which started its public preview in 10.0.9 / Platform update 33.
Administrator
The ability to embed third-party apps is available as public preview starting in 10.0.9 / Platform update 33. There are two aspects to this feature. First, you can add a new tab page with an iframe that points to your external web page in an existing form via personalization. This aspect requires the Saved views feature to be enabled. Second, you can add a new page to the dashboard, similar to a custom workspace, that will just contain an iframe that points to your external web page. This portion can be enabled via the Full-page apps feature in Feature management.
See the Embed third-party apps feature in the Release plan for more details.