1

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...

Read more...

1 Comments

Read more... 1 Comments

Category: General (2252)

STATUS DETAILS
Needs Votes
1

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...

Read more...

1 Comments

Read more... 1 Comments

Category: General (2252)

STATUS DETAILS
Needs Votes
6

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...

Read more...

1 Comments

Read more... 1 Comments

Category: General (2252)

STATUS DETAILS
Needs Votes
4

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...

Read more...

0 Comments

Read more... 0 Comments

Category: General (2252)

STATUS DETAILS
Needs Votes
19

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 ...

Read more...

1 Comments

Read more... 1 Comments

Category: General (2252)

STATUS DETAILS
Needs Votes
1

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...

Read more...

1 Comments

Read more... 1 Comments

Category: General (2252)

STATUS DETAILS
Needs Votes
1

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.

Read more...

0 Comments

Read more... 0 Comments

Category: General (2252)

STATUS DETAILS
Needs Votes
22

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...

Read more...

1 Comments

Read more... 1 Comments

Category: General (2252)

STATUS DETAILS
Needs Votes
8

Restrict access to default legacy app through direct URL

Default legacy app can be hidden for end users but is still accessible through direct URL. The idea is to completely restrict users from accessing the default app.

Read more...

0 Comments

Read more... 0 Comments

Category: General (2252)

STATUS DETAILS
Needs Votes
17

the graph should be displayed by default like pinned when the view is displayed.

the graphs in view are not displayed unless we click the "Show Chart" menu after the view is displayed, however we would like the graph to be displayed by default like pinned when the view is displayed. In addition, we understand that they can set the default graph to be displayed in the view by ...

Read more...

0 Comments

Read more... 0 Comments

Category: General (2252)

STATUS DETAILS
Needs Votes