Expecting to disable read only for email templates in UCI
Expecting to disable read only for email templates in UCI. If it is read only mode in my default, customers are unable to edit email templates in UCI. We have checked in entity settings > It is greyed out to disable 'read only for mobile'. So requesting to implement this feature in next release...
Visible related records sub-grid on a Create Form of any Entity
If we open create form Dynamics 365 Online of any entity, for example, accounts, we see, that instead of sub-grids (opportunities) with related records we have empty sections. On update form these grids are visible. When we used CRM 2016 on-premise version, sub-grids of related records were prese...
Deactivate sequence should not de-link sequence from record
When a user wants to tweak the sequence, they need to deactivate, which would delink the sequence from the opportunity or lead. This sequence would have to be re-applied and the sequence started from scratch. This is not a good user experience. Sequences should be able to be deactivated and no...
Sequences - Branching
It would be great to be able to branch a sequence dependent on data within the Lead or Opportunity. A customer would like to direct Sales users to more frequent interaction dependent on the size of the opportunity for example. Currently, you would have to remove the sequence and re-apply a new...
Maintaining marketing lists on related campaign activities when 'Copy As Campaign'
At this moment when copying a campaign template into a new campaign, each related campaign activity of this new campaign gets all marketing lists of the parent campaign. In many cases, a campaign activity has just a few marketing lists related, while the parent campaign has many more (used in oth...
Owner equals Current User's Teams OR People in Current User's teams (Advanced Find)
Record Ownership may be assigned directly to a user but it can also be assigned to a team. In advanced find I can select 'Current User OR Current User's Teams' but that does not include records that are assigned to my team members directly. I can select also select ownership through 'Related' bu...
Date Range
In the Filter Options on the Accounts and Opportunities view there was previously a date range option so a user could select two dates to view records that fell between those specific dates. Can this function be added to the latest view as it was a very useful tool that has been removed from the ...
Add new product association on Product Bundle
"ProductAssociation" button is missing for bundles that were activated by-design. The only way to update the products association for a bundle is clonning the bundle and then use the "ProductAssociation" button to add a product. But nowdays this is a problem because I need to integrate synchroni...
Hide / Show the add new record in lookup view
In the view designer add a flag to show or not some buttons like add new record in lookup view.
Dynamics 365/PowerApps Portal Azure AD B2C post-logout redirect
When Azure ADB2C (AADB2C) is used for authentication on the Dyanmics/PowerApps portal the logout does not redirect the user back to their current location if the Azure AD B2C logout is enabled using the setting Authentication/OpenIdConnect/[Federation-Name]/ExternalLogoutEnabled set to true. I b...