Allow default dashboard by app
Since users have access to multiple different model driven apps and have different business purposes for using each, it would be convenient for users to have a different default dashboard in each app (mda). So for sales user would have 1 default dashboard and in customer service they have a di...
Views inheriting panel permissions
Every time that a user shares a dashboard him forgets to share the views that are inside that dashboard.
I suggest an automation in which every time a panel is shared, the views that are inside the panel are also shared with the same panel permissions.
Configure Tiles in Interactive Dashboard
After opening an interactive dashboard if we try to open a configured tile, it'll show the default view in view lookup but it should show the configured view. Ideally if open a configured tile it should open an edit tile popup not the new tile popup.
Color in chart for lookup
Currently Dynamics 365 Dashboard/Chart pick color randomly. This impacts UX.
Proposed solution:
- Likely Optionset, Lookup Field should also have color code (Color Picker)
- Chart should shows color as per record.
Alternatively, If above is not poss...
Additional font adjustment for charts
We have charts related to Opportunities that are very busy when displayed. They contain the information we need all together, but are difficult to read when copied to a document or powerpoint slide.
We have tried exporting and modifying the font size, but have had minimal lu...
Conversion Figures
It would be helpful to report against conversion rates for sales teams, specifically based on metrics like:
- Lead source
- Time opportunity in stage
- Sales rep
- Etc...
Extend size of images to use in reports (RDL expression limit increase)
Currently the maximum size of images that can be used within a report are limited to 1500 kb due to hard coded limit within RDL expression (https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/rdl-sandboxing). Since reporting will be always a thing within dynamics and especiall...
Power BI Sales Report Security Customizations
Customize the Dynamics 365 Sales Usage Power BI report security. We need users with a specific security role (National) to only see their own data and users with another (International) security role to see only data from their own business unit. Currently we are unable to change or remove any...
View who's been busy (and who isn't)
To help managers monitor user performance, please can the graph that was on Organization Insights be re-instated so they can see who's been busy on CRM at certain periods. For example, it can help highlight if someone is doing less work when they're working from home, or compare patterns of s...
User Experience of Modern Advanced Find
For users who mostly work in the left navigation entities, the new Modern Advanced Find is a great feature. It removes the need to navigate to other UIs and reduce the need to navigate away from what they're working on.
However, for users that frequently use entities not in t...