1

Export dashboard to pdf

There is often a need to pull a pdf of a dashboard. At the moment most users revert to screenshot and pasting. An export to pdf would be very useful.

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Category: General (154)

STATUS DETAILS
New
1

Add Financial Year to Date (Y2D) to Advanced Filter

It would be incredibly useful to be able to filter by Year to date Y2D and as such, I would suggest adding This/Last/Next year to today (or date) This/Last/Next x years to today (or date) This/Last/Next x fiscal years to today (or date) It may also be useful to add this for all date options e.g...

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Category: General (154)

STATUS DETAILS
New
1

Bulk edit Disqualified Leads Status Reason

It would be useful to be able to bulk edit the reason for disqualification. For instance, if there are leads that seem to be disqualified for a similar reason outwith the category used these could be reclassified to be monitored. Thanks.

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Category: General (154)

STATUS DETAILS
New
1

Admin ability to view as security role

It would be useful as an admin to switch view between security roles to test implementation and see any viewing errors before user.

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Category: General (154)

STATUS DETAILS
New
1

"Tracked to Dynamics" category is not on message in mailbox even though it is tracked

When an incoming email message arrives in multiple mailboxes that are tracked to the CRM system, the category "Tracked to Dynamics" is added to the message as it is processed. The problem is that it is only added to the message in one of the mailboxes and not the others. It is also inconsistent i...

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Category: General (154)

STATUS DETAILS
New
2

Detecting and alerting arrival of PEC or S/Mime messages in an incoming support mail queue

You cannot control how customers send email to your support mailbox. When you receive emails encrypted with S/Mime, they do not get tracked into Dynamics. This is a huge problem, because customers get upset when their emails do not get answered. With thousands of incoming emails every day, it is ...

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Category: General (154)

STATUS DETAILS
New
3

Enhance the MS OData v4 provider used by virtual entity to be able to use data sources that need authentication

Hi, Currently when you setup an OData sources to be used with virtual entities, it is only possible to configure a source url. No authentication method and credentials can be supplied This only works if you are accessing information that is already in the public and doesn't need authentication. ...

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Category: General (154)

STATUS DETAILS
New
7

Composite Address Formatting Configuration

The Address composite field in Dynamics is formatted based on the value of the country field. This is not configurable and so it can't be customised if the format for any particular country is incorrect. If the address is "England" or "United Kingdom", then the address is format is CORRECT. Th...

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1 Comments

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Category: General (154)

STATUS DETAILS
New
1

Custom Polymorphic Lookup

Ability to select/unselect entities to belong to a custom polymorphic lookup similar to how customer data type works.

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Category: General (154)

STATUS DETAILS
New
38

Implement ability to store bank accounts and mandates for a customer (account or contact)

Currently no bank account nor a (direct debit) mandate can be registrated for a customer (account or contact) in Dynamics 365. When you do sales with your customers (B2C or B2B), most likely a bank account is required. If the customer wants to pay by direct debit, a mandate needs to be registrat...

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2 Comments

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Category: General (154)

STATUS DETAILS
New