293

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 (1225)

STATUS DETAILS
Needs Votes
23

Allow the ability to configure the global quick create menu

You can really create nice user experiences when quick create forms are used to create a new record from a subgrid. The opportunity product grid is a nice example. Those quick create forms often only make sense when they are launched from the context of a related record. However, when an entity ...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Needs Votes
21

Ability to filter "Recent Records" on a lookup

When clicking on a lookup field a list of recently opened records are displayed. This list does not respect the filtering conditions that have been applied to the lookup view. The customer sets conditions on the lookup view to make sure that users select records that are appropriate for that look...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Needs Votes
9

Make the Dataverse search consistent

We found that the Dataverse search is not reliable because when different users try searching for the same thing, sometimes it shows up in the results and sometime it does not. We don't really know how the search engine works but we would like to have consistent results.

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
New
7

In Dataverse Search, get the option to set the priority of entities for the tabs in the search results

Dataverse Search has an excellent algorithm where it shows the order and priority of tabs on top of the search results. However, it seems that the search engine not always shows the most relevant tabs on first place. The customer I work for uses the entity Adminstrations and this entity has a ...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
New
5

When there is more data in the subgrid, the column header needs to be locked

In UCI, when there is more data in the subgrid, only the bottom scroll bar is displayed. When we look down the data, I can't identify which column the data belongs to. We hope that the column header can be locked and the column can be kept visible when looking down the data. it is very important!...

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1 Comments

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Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

Sincerely,
Paramita Chatterjee
PM, Microsoft.

3

Allow to clear a filter, not only by "Clear filter" but als by changing a Filter value

For example take the Contact views. In a Contact view, one can find the column "Account". When I want to see all Contacts from one specific Account, I select the Account in the Column filter.

When I want to change to another Account, I need to clear the Account filter first. Wait until t...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
New
1

Focused View - Add Owner and Customer attribute types to filter and sort

We use focused view to conduct a pipeline review by vertical. We cannot sort the work items (opportunities) by Customer (or End Client). That's how our team thinks about the opportunities - by customer. If we could sort by Customer then the owning sales person could review their deals and d...

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0 Comments

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Category: Unified Experience: Search, navigation and performance (1225)

STATUS DETAILS
New