Sub-grid modification
Hi Team,
I am a developer using Microsoft Dynamics 365 to deliver solutions to the client. As a developer, I think sub-grid functionality which is used in form can be made flexible. Client should be able to search and save multiple records from the sub-grid even if sub-grid pa...
Use Multi-Select / - Choice fields in Business Rules and workflows
When it comes to Multi-Select fields on any form it is not possible to trigger a Multi-Select field with a Business Rule or Workflow. The field is not available to select.
The workaround is working with code but speaking of Low-Code-No-Code it should be at least possible to show/hide a m...
Feature that imports records at the same time as their associated attachments
We need a feature that imports records at the same time as their associated attachments. For example, a user can upload a file to a record's timeline (Notes entity) as an associated file for a record in an Account. However, there is no ability to import this record and attachment at the same t...
Exception error missing details
Hello,
Some errors are missing detials, while the resolution of the error could be very easy and the system has all information.
In my case an orphan field was still in the layout xml of the view and it was not possible creating a Chart (Service request can be share to Product gro...
Changing the behavior of business card control
Current Structure/ behavior:
The business card section is removed and the business card control is directly kept on Lead form - the business card is shown on form with blue bar (in editable mode), but not with Zoom buttons.
When you click on "Scan b...
get rid of all the errors and warnings
Basically my idea is simple: just get rid of all these errors and warnings and the performance will be better.
I wanted to put some examples here but I couldnt save it. Just try it out by yourself.,.
Enable Auditing for System Settings change
As of now Audit trail is not maintaining for System Settings change, this is high demanded request for our customers. Please let us know when this feature will be available in the CRM application.
Integrate with LinkedIn Recruiter
We would find an integration with LinkedIn Recruiter really useful. Currently people have silos of data on both platforms so an integration similar to the LinkedIn Sales Enterprise one would allow us to consolidate this information and drive productivity.
Non-Searchable fields should not be visible in Add Columns on Views or Advanced Find
When a field is made non-searchable it should not still be visible and able to add it to views
Set a dynamic name for the Word Template files generated
Be able to set a dynamics name for the files generated from a Word Template. For example, for a word template named "Account summary" instead of having by default the file generated be name "Account Summary 1-16-2023 4-33-23 PM" with today's date and time, be able to choose to put the Account ...