Export to Excel should respect column header filters in model-driven apps
In model-driven apps (Dynamics 365 / Dataverse), users frequently apply filters directly from column headers within grid views as part of their daily workflow.
However, when exporting data using Export to Excel or Open in Excel Online, these column-level...
The summarization feature within the Copilot in the Dynamics 365 Sales app is not functioning for fields that have been enabled.
Although the summarization for the account table has been enabled via [App Settings] - [Copilot] - [Opportunity] in the Dynamics 365 Sales app, there are cases where the summarization of specified items works and cases where it does not.
Since this feature relies on AI to gene...
Tags and Auto Tags
People love using tags. Whether we’re organizing tasks in DevOps or curating posts on LinkedIn or Instagram, tags are a simple yet powerful way to categorize information. They help us group, filter, and discover data effortlessly.
Dynamics 365 Customer Insights already support...
The hidden configuration for the Status Reason column choices should remain intact after export and import.
This ensures that all visibility settings applied to the Status Reason choices are preserved when moving solutions between environments. Customers should not have to manually reconfigure these settings after importing into a new environment, especially when the solution includes an unm...
Opportunity Pipeline View is not working in Associated Views
We have defaulted our Views and Opportunity View to the Pipeline View, However, this is not working as an associated View on Accounts - it presents all Opportunity data instead of presenting only Opportunities associated to the Account. Although we have the workaround - click on Read Only...
Enable Full Support for "Above/Under" Filtering on Owning Business Unit in Dynamics 365 Views
Currently, in Dynamics 365 (specifically on the Opportunity entity), the system UI sometimes displays the “Above/Under” hierarchical filter option for the Owning Business Unit field. Users are able to select the operator initially, but when th...
Been able to see Call Recordings within Opportunities Forms
Been able to see Call Recordings within Opportunities Forms without the need to go to Activities section and then select the Call Activity.
Having Teams Phone System integrated with Dynamics 365 this should be an easier way to access all details related to Opportunities and ju...
Auto-Link Phone call activity to open record when using Teams Dialer in Sales App
When making a call using the Microsoft Teams Dialer inside the Dynamics 365 Sales App, if a user already has a record (such as an Opportunity, Lead, or Account) open, the resulting Phone Call activity should automatically populate the “Regarding” field...
Opportunity Close Event on Timeline - Show user who really closed opportunity
Opportunity Timeline:
When the opportunity is closed there is in the opportunity timeline the event of the "opportunity closure" posted. The timeline entry has the title "Opportunity Close from" and shows a user name.
But the name of the user ...
Improve limitations of the Form Component Control
Ask: As a customer we think the current limitations of the Form Component Control could be improved allowing embedding the Contact form into the Opportunity form using the Form Component Control. Please keep us posted if the behavior/limitations for the editable Form Component Control are upda...