A function to enable ON/OFF switching of the operation to automatically place a value in [To] when creating a new Email from custom entity
When creating a new Email from the sub-grid or simple display form that is placed in the custom entity, currently, the record is automatically placed in the value of [To] or [No Name] is automatically placed. However, in the actual usage of users, users put sub-grids and simple display views o...
A function to enable ON/OFF switching of the operation to automatically place a value in [To] when creating a new Email from system entity
When creating a new Email from the sub-grid or simple view that is placed in the system entity, currently, the record is automatically placed in the value of [To] or [No Name] is automatically placed. However, in the actual usage of users, users put sub-grids and simple display views on variou...
Implement page compression and increase fill factor on tables/indexes of CRM tables in the database
Currently, MS Dynamics CRM has databases that are very bloated. According my investigations data of CRM on-premise and behavior of CRM online, this is because default fill factor equal 20 on all indexes (including clustered) that increases size of all tables in 5 times. Additionally, a data com...
Custom Currency
We are getting the error "The currency code XUA is not supported for provisioning within the CDS location europe" when setting up a custom currency during provisioning for a environment on the Dynamics 365 admin centre.
Add an option of [unsave and close] button on form
User can back to view with [browser back button] or [hypertext link of entity name on navigation bar], but there isn't [unsave and close]. If we have a choice of [unsave and close] on form, it will make better its ease-of-use.
Dynamics 365 Online updates shouldn't cause increases in database size
When update 204 was applied to our production instance of Dynamics 365 the database size increased by 9%. Having logged a call with Microsoft support, we were told that the update applies changes to plugins, workflows and other collateral which caused the increase and that there was nothing that...
Function to Merge duplicate records for entities other than accounts, contacts, or leads.
There is already a function of [Merge duplicate records] for accounts, contacts, or leads entity as confirmed on the following MSDN. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/merge-duplicate-records-accounts-contacts-leads However it's not available for o...
Availability of Marketing Entities (Marketing List, Campaigns, Campaign Responses) in UCI
When transforming existing customer systems (on premise; V9) to UCI, there should be options to make the basic marketing entities (in-app marketing functions) available in the UCI. At the moment marketing lists, campaigns, campaign responses, etc. are not available in UCI and thus also not in r...
Multi Select Word/PDF Templates
As a user I would like to be able to select multiple Word/PDFs Templates and have one output document created. It is inconvenient to create multiple documents and combine files outside of D365.
Hide or pin off "include related" that appears in the "Related" tab
When you launch a record and bring up the Associations view from the "Related" displayed in the form, you may see the "Include Related" switch that can be turned on or off. For example, launching a related view of "Activities" or "Cases" from the "Related" on a "Contact" entity record. Customers ...