18

Interactive Dashboard - Remove Timeframe Filter

Actual situation - interactive Dashboards: At the moment, the "interactive dashboards" have couple fixed timeframes (e.g. today, yesterday, this week, last week, this quarter, etc.). At the "custome time frame" the timeframe can be adjusted. But it is not possible to set this custome time frame a...

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes
3

Notes Views and Dashboards

We've set our sales teams up with using advanced queries on timeline Notes. It would be really great if we could actually work with the Notes views somewhere, especially within Dashboards. It's very limited to only be able to query and view that data through Advanced Find.

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2 Comments

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes
1

Eliminate HTML code from Notes exports while Rich Text is enabled in Timelines

When exporting Notes with Rich Text on, HTML code displays in the description field. Control find & replace can be used but it's a cumbersome workaround that still leaves an excel file in a less than desired state. Ideally exports would not show this code. Rich Text can be disabled, and notes ent...

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Category: Reporting and Dashboards (29)

STATUS DETAILS
New
1

Sort optionset feature in chart on Dynamics 365

Need to designate sorting by on option set field in charts. Current OOTB features sorts by the Option set Value number Ascending A->Z, not by the label or any other way. Requesting functionality to sort by an assigned way. For example, sort by option set label A->Z, or sort by the same order the ...

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0 Comments

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes