3

Select executing user for Dynamics 365 Portals

Currently all operations from the Dynamics 365 Portal are executed as the SYSTEM user. This means, that for any organization where data generated from the portal must belong to a specific business unit, must rely on custom functionality in order to assign ownership correctly. Additionally, fun...

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Category: General (1799)

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Needs Votes
6

Customization of added [Server-Side Synchronization Failures] Dashboard

[Server-Side Synchronization Failures] is added as a default dashboard. The dashboard cannot be deleted or security role cannot be changed, so users cannot control display/hide the dashboard. It would be user-friendly if the dashboard settings can be customizable.

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1 Comments

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Category: General (1799)

STATUS DETAILS
Needs Votes
2

Capability to view which security permission is missing on the GUI screen

There should be capability provided to the users which shows them which security role (or permission on the entity specifically) is missing along with the Error message which shows "Access is Denied" Basic example - Lets suppose if any user is trying to access the Contact record and he doesn't ...

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Category: General (1799)

STATUS DETAILS
Needs Votes
1

Inactive Contacts in Dashboard - Cannot Search

If there is any record gets Inactive, the record will not be used to search using a "Categorized Search". There should be a functionality which searches the records, even though they are Inactive (but they are in the CRM databases) This scenario has been multiple times reported by the Valuable...

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Category: General (1799)

STATUS DETAILS
Needs Votes
0

CrmWRPCTokenKey Resolution

We need a firm and supported resolution to the issue of the CrmWRPCTokenKey regeneration issue. There are a number of threads on this all over the place though this is one of the better on the issue. https://community.dynamics.com/crm/f/117/t/244268?pi61802=4#responses There are a number of...

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Category: General (1799)

STATUS DETAILS
Needs Votes
1

The sections to be collapsible on the unified Interface form

When I use the Unified Interface,I would like to be collapsible sections on the form. Especially when I use the mobile phone,I don't want to scroll many times to see the lots of fields. I hope that implementing the toggle control on the form editor which likes a tab on the web UI.

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Category: General (1799)

STATUS DETAILS
Needs Votes
14

Ability to use [Save Filters as New View] on every entity

On some entities, [Save Filters as New View] in view selector sometime is grayed out after setting filter criteria. It would be convenient if [Save Filters as New View] can be used on all entities.

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Category: General (1799)

STATUS DETAILS
Needs Votes
3

Improve Dynamics 365 CE Mobile Experience

The mobile experience leaves a whole lot to be desired. It is pretty much a confusing and useless capability on a smartphone. E.g. - On one screen I can count 11 places where pimples are used ... - Almost all text fields are cutoff e.g. the Company field is "AKA Enterpri..." or Adventure Wo......

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2 Comments

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Category: General (1799)

STATUS DETAILS
Needs Votes
0

Allow multi-line text attributes for custom workflow parameters

This may seem a bit trivial, but we have several custom workflow activities that take large string parameters (mostly fetchxml strings), and it would be very helpful to be able to enter and view these in a multi-line text box. I'd suggest allowing an attribute on the InputParameter that could spe...

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Category: General (1799)

STATUS DETAILS
Needs Votes
3

Workflow Tools

For anyone that has had to troubleshoot lengthy workflows or multiple workflows, quickly getting an understanding of the details of a workflow can be a large task. For workflows that are triggered based on fields changing, clicking into the current view option and scrolling through the list of f...

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Category: General (1799)

STATUS DETAILS
Needs Votes