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

Dashboards navigate users back to the first page even when the record they closed is on a different page

When users click through the pages of a dashboard and open a record, then mark it as complete and close it, they are brought back to the first page of the dashboard instead of returning to the page that the record was located on. This behavior reproduces in both online and onprem environments, a...

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes
2

Power BI Report Embedding (Not Dashboards)

Native functionality to embed a Power BI Report in Dynamics. Currently, you can only natively embed a Power BI dashboard which is limited in functionality compared to a report and has different use cases. Currently, I am doing this through the web resource functionality but it is limited in res...

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes
1

Chart Axes

The axes should be configured so that the same data types will be on the same axis. For example, all counts should be on one axis so that comparative analysis can easily be performed.

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes
1

Enhance Reporting

Allow customers to export reports to Excel when the number of columns exceeds 10 and the number of rows exceeds 50,0000

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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
7

Record Filtering in Dashboard

Entity Views in the dashboard has filter option but it is grayed out (disabled). Need the filter option in the entity views that are in the dashboard same as in the Entity Lists (Views).

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1 Comments

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes
2

Split Excel Online Permission from Export to Excel

We promote the use of Excel Online in creating/updating records, however in providing this permission to our users, it also allows them to Export data out of CRM into Excel. Due to the sensitivity of data in our CRM, we do not want users to be able to export this outside of Dynamics where it cann...

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes
1

Extend Export as PDF to SSRS Reports

Hi I'd like to see the new OOB feature Export as PDF (with the options to Email PDF, and Save in SharePoint) extended to allow SSRS reports to be exported as PDFs and not just word documents. We are using SRSS instead of Word Templates to generate our quote documents because it allows more comp...

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes
2

Users should be able to use sites within an iframe embedded in D365

At this time, it is possible to embed an iframe in CRM, but it is not possible to go through the login process within the iframe and keep your CRM users within CRM while they navigate the site. Users should be able to login to a website/portal through an iframe embedded in D365 and continue to u...

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes