8

Add custom Business flow to the Kanban Control

Referring documentation: https://learn.microsoft.com/en-us/dynamics365/sales/add-kanban-control


The Kanban view can only be associated with the Sales Process business process flow.


We would like to have other Business process flows (custom) can be associate wi...

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Category: Opportunity (254)

STATUS DETAILS
New
2

Context-Based Filtering of Connection Roles and Entities in the Connection Form

Currently, when creating a new connection in Dynamics 365, users can select from all defined connection roles and entity types – regardless of the source record's entity type (e.g., Opportunity, Lead, etc.). This leads to confusion, incorrect relationships, and inconsistent data quality.

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Category: Opportunity (254)

STATUS DETAILS
New
1

Ability to Collapse/Expand Sections on the Entities

On the entity forms, where we have lot of fields and Sections, it will be convenient to have Collapsible/Expandable sections so that we don't have to scroll through the entire sections. Sales Force has this feature. Please vote for this ides if you want to have the ability to collapse/Expand t...

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Category: Opportunity (254)

STATUS DETAILS
New