Dynamics 365 Sharepint Document Location Access from Child Enity Form
Curently Sharepint documents cannot be properly access from a child entity. I raised an incident for this and the product team confirmed that it's a limitation. I would like to support you to reproduce this limitation. Thanks. Wanshanath
Allow Alternate Key use in Data Import
Currently, when using the Data Import feature to set a lookup value, the user must use the target record's Primary Name value. However, there may be scenarios where this name is not unique. Ideally, if the entity in question has one or more Alternate Keys defined with a single column, the user s...
Title : Ability to export records in txt or CSV format.
Being able to export to formats other than Excel will allow users to more efficiently migrate, edit, and save data.
It is not possible to export dynamic marketing list members via custom excel template
It is not possible to export dynamic marketing list members via custom excel template. But our client wants option to export the dynamic marketing list via custom excel templates.
Supress "Select All" on a multi-option set drop down options
Allow Business Admins to 'suppress' the "Select All" option on a multi-option drop down field so that we can prevent lazy users from simply selecting "Select All" and entering all the options on the list... when instead, we want them to thoughtfully select only the ones that apply.
Lookupinfo page to be resizable or bigger
The lookupinfo.aspx file has a definition of 560 by 525 pixels, and most of the times, when it opens in a Inline Dialog it is fix to 550 by 550 pixels. When you have a view with multiple fields, such as addresses, the information displayed on screen it is too small, and users have to scroll righ...
Improve the intelligence of storage in D365 to avoid unnecessarily increasing the ActivityPointerBase table
I would like Dynamics to become more intelligent about the storage type it uses to record the detail of interactions with the Customer; in particular, e-mails and e-mail attachments. These (by default) appear to be stored in the ActivityPointerBase table, taking up huge amount of the most expens...
Import should be successful with duplicate lookup values when "one of the lookup value is in Active state and other is in InActive state
We know import won't work if there are duplicate Lookup values but I see multiple customers are asking for import should be successful when "one of the lookup value is in Active state and other is in InActive state." Could you please fix it? Scenario: 2 Accounts with same name one is in Active o...
Export to Excel Dynamic Worksheet does not work without the deprecated Outlook app
Hi We have discovered that the functionality to refresh data from CRM on Dynamic Worksheets and Dynamic Pivot tables does not work with the new Outlook plugin. MS Support has informed me that the deprecated Outlook app is required for this, but that deprecated app is no longer available for dow...
Feature to display Tab names and Section labels on the dashboard
The user used the tab name/section label displayed on the dashboard on Legacy Web UI. After switching to UCI, this feature is no longer available. If there is a tab name/section label on the dashboard, it is easy to check the contents of the tabs and improve work efficiency, The user will hope t...