Exporting more than 100,000 rows of records to Excel
Dynamics 365 allows user to export records up to 100,000 rows to Excel. However, in order to export more than 100,000 rows of records, it is necessary to split the export into multiple parts. And that is too troublesome because splitting data need advanced search function and so on. It would be m...
Give the possibility to define different theme for each apps.
Its too bad we have to define a theme for the entire solution!! Sometimes we need to create several apps & it would be great to create a theme for each app and publish theme. The company logo and colors could be different. Microsoft is making great solution but you never finish the job when you...
Widen Date field (Changed Date) column width on Audit History view
After upgrading to Ver 9.1, font size became bigger. When deploying the Date field on the view, part of the field value is not displayed on default 100px column width. User needs to widen the column width to check the date. On records, especially, when checking Audit History whose view cannot be ...
SQL from Data Export Service should include filtered views
There are still a number of aspects of more complex reporting that cannot be handled in PowerBI or in FetchXML (at least not without embedding a large amount of logic in your report itself that is *much* more easily handled in SQL). The given solution is generally to sync to Azure via the Data E...
[Campaign] on Live Assist for Microsoft Dynamics 365
There is [Campaign] on Live Assist for Microsoft Dynamics 365. After customizing [Campaign] on one instance, some users would like to proceed testing on the data of customized [Campaign] on the develop instance. It would be much better if the data of customized [Campaign] can be exported and impo...
phonetic search
Hello, We have a recurring request for the ability of phonetic search or approximate search on first and lastname. Mr Muller, Mr Muler could be found when typing Mueller for instance.
Pin app on Calendar in OUtlook
When you are in email in Outlook 2016 onwards, you can pin the Dynamics 365 App for Outlook pane on the RHS of the screen. Very useful. However, you can't pin it when in the calendar in Outlook. In our organisation we track a lot of appointments and it would be really useful if we could pin the ...
Create a filter to decide which information will be pulled from CRM Outlook add-in using the address book functionality
In the Dynamics 365 (or CRM for Outlook) add-in, Set Personal Options -> Address Book - > Other Record Types, there are 2 options: "Match only items I own" - this option will only display ACTIVE record for which the Owner is the "Current User" and for which the user has security access. This op...
Keep dropdowns open in UCI when clicking in other windows
Let UCI have the same behavior as the web apps where you can have drop downs and sitemap-areas open even when clicking in other windows. For instance in the UCI if you go to a list of entities and open the view dropdown, but then click in another window (even on another monitor) the drop down wi...
Organisation 'Copy' in admin Portal, remove potential larger tables
When making a copy of an environment to another, it would be nice to flag that you dont want entities to be copied that we'd generally see take up the majority of storage in the system, i.e. Notes, Attachments, Emails. That way the copy will include the core record sets you're likely to want to w...