Ability to sort [WBS ID] in numeric order in the [Project Tasks]’ view.
Sort [Project Tasks]’s view by [WBS ID] which is created by Advanced Find, and it is lined up by random numbers like [ 1 , 10 , 11 , 12 ,・・・, 2 , 3 , 4 ,・・・ ]. It did not sort out in order maybe because [WBS ID] is a Single Line of Text field. Please add a function to rearrange the order as nu...
Records should be able to be added to the subgrid even if the record is associated with a parent record.
[Actual Results] When adding an existing record to a subgrid, if the record is related to a parent record, the message "This record cannot be added because it already has a parent record." is displayed and cannot be added. [Expected Results] When adding an existing record to a subgrid, the targe...
PSA: Bookings and Tasks View for All Users - or Filtered Users
I would like to suggest an idea enhancement for the PSA Solution in Dynamics CRM. Specific to the "Bookings and Tasks" view, it only shows the bookings and tasks for the interactive user. I would like to request a view that is filter capable that would allow us to show bookings and...
PSA: Enhanced Resource Filters
This idea is regarding the Project Services Automation (PSA) solution. I would like to suggest that for PSA the default parameters give us the ability to save and share default groups of people based on filter criteria. This is a very important feature we need in future.&...
Make "Timeline boxes" more user friendly
I really miss the functionality to customize view of the boxes in 365. For example in Work order, it would be really nice to be able to adjust "General", "Access", "Timeline" etc. The view as it is now is good to have as a default view, but much had been easier if these were customizable. A re-fr...
Ability to edit the Opportunity Close form in PSA App
Ability to edit the Opportunity Close form so that you can add your own Status Reasons for closing the Opportunity. Currently only 2 reasons available out of the box
Drag and Drop for Attachements
Instead of uploading a document through the "Browse" button, it would be very helpful to upload files just by drag and drop into a certain area in the document attachement screen.
In CE, in a View, save the previously selected "Filter By" option
In CE, when you go to a list page, save the previously selected "Filter By" option so that when you try to filter on a field again the next time you are on a View, the previously saved "Filter By" option is defaulted. It works like this in F&O and is very useful.
Disabled Users appearing in Service Activities.
Disabled users in Resource Groups come up in the scheduling assistant side panel on the Service Activity.
However, in the Resource selection page in the Resource Group Entity there are no views that show Disabled users. You also do not appear to be able to create new Resource View...
Surface FO Project group to Project in CE
The Project Group concept from FO should be carried forward to CE to allow the classification of Projects into types such as 'Customer', 'Internal', 'Overhead' etc and also affect postings if required. Tthis is a bit wider and it does not only affect project accounting. Projects get created in CE...