282

Make Multi-Select Option Sets available for Business Rules

Currently, when configuring a Business Rule, a multi-select option set field is not available within the list of fields for a Condition. A practical need is to Show/Hide the field on a form. First Part: The idea would be to allow a Condition using the "Contains" or "Equals" filter. As multiple v...

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30 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Needs Votes
267

Set Default View and Remember Selected View in Subgrids and Associated Views

Many of our users are requesting an enhancement to the view selector in subgrid and associated views in Model Driven App experience.

They would like to set their own default view and return to the view which they selected when navigating to a related record from the subgrid or the associ...

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4 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Under Review
Ideas Administrator

Hi,

 

Thank you for the submission. The status of this idea has been updated to 'Under Review' as we are triaging this idea with the respective teams.

 

Thanks,

Revathi Sankar

PM, D365 Sales

resankar@microsoft.com

110

Notes in CRM2013 Online changes timestamps when record is reassigned - can this be changed?

Whenever we assign an Account to a different owner in CRM2013 Online, the timestamps for the notes change, to match the time the account was assigned and who assigned the account. Is it possible to change this, so the timestamp only shows, when the note was created? And show who originally cre...

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12 Comments

Read more... 12 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined
Ideas Administrator

Creation dates can not be modified.

79

Enhance the E-mail editor

The CRM E-mail editor is very weak. Doesn't support properly the HTML e-mail. The format of the e-mail always changes and gives a bad end result.

The signature doesn't look professional.

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13 Comments

Read more... 13 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

We are actively considering this as part of our roadmap.

 

Sincerely,

Dileep Singh

PM, Microsoft 

55

Fit more fields on singled screen - limit amount of whitespace on forms, make spaces equal on top and bottom

Our users prefer to have all required information displayed on single screen on the form without need of scrolling. Please limit the amount of whitespace between fields used on form in Unified Interface. It looks like it could be achieved by keeping the form still readable. Please make space on...

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1 Comments

Read more... 1 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Needs Votes
38

Disable specific Activitiy types such as Fax

We would like to make specific types of activities, such as fax or letter, not available. Right now in security roles you change the settings only for all Activities. If we take away read or create privileges the user cannot read or create any type of activity.

If these were broken...

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3 Comments

Read more... 3 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Venky

PM, Microsoft

27

Make the "Regarding" field on Appointment searchable in dataverse search

When you do the dataverse search for an account, the search shows results based on different fields. In our case the "Regarding" field from Appointments is one of the fields the search claims to be showing results from, but the search is not able to show anything related to this field. The reg...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
New
25

Allow system to freeze columns in any grid view

Many Dynamics 365 Sales users are asking for the ability to "freeze" the far left column in a grid. The user could set the view to freeze a certain number of columns, say two, and then when using the horizontal scroll bar on the bottom of the screen the first two columns would remain fixed while...

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2 Comments

Read more... 2 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Needs Votes
16

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.

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0 Comments

Read more... 0 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
New
11

Display as a year view the calendar control

At present when you apply the calendar control on a entity you only can see the records on a day calendar, week calendar or a month calendar. I suggest to make it possible to display it as a year calendar. Thanks!

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we will track it ,if we get more feedback and votes, we may consider it in the future.   

 

Sincerely, 

Meenakshi

PM, Microsoft.