"What you've missed" feature in dashboard timeline
What you’ve missed helps you stay on top of updates and changes made records by displaying updates at the top of the timeline when you access a record. This feature is currently working in Form timeline but not in Dashboard timeline. We want this feature in Dashboard timeline. Configuration for ...
Display Date using Buddhist Calendar for Thailand Region
When we select Thai Region, the date field is currently displayed using AD (i.e. year 2021). We would like the product to support displaying date using B.E. (i.e. year 2564)
Further implement (Righthand) Side Panel functionality #ClientApi #Xrm.Panel Namespace
Microsoft provides the xrm.panel namespace as part of the Client Api since the 2016 December update as a preview feature. This allows for embedding a HTML client into the Dynamics MDA form on the right hand side and allows the user to fold in/out this section. This is perfect for embedding other ...
Open Record Set is Paginated
After selecting a record from a view in dynamics you can click 'Open Record Set' which shows all other records in the view that you were in. This is a great and highly used feature that only shows up to 250 records from the page you are on. It would be great if this could be paginated once yo...
Issue with sort order on custom system view - using date only field Case
Dear Microsoft Support, I'm having an issue with a sort order defined in a custom system view. The issue is with an Activity - we're sorting on actualend first and then createdon, the former is a date only field but the second is date/time. The order is not correct in the views. On one of t...
Option to Disable autocreation Phone activity after Click to Call
An option to enable/disable automatic creation of a Phone activity (or any other activity) after using Click to Call would be much appreciated! Kind Regards,
Clear "Recent Users" button
In any form where you need to select a User, there's a feature which shows the "Most Recent User"-- the name automatically appears where you can just select that User. But you can't clear it. You can't reset it. So if Dynamics determines one name is the "Most Recent User," no matter how often...
Grid Filtering on Lookups
When using the Filtering on a View its not possible to multi-select lookup records with one click the same way it is for Option Sets. Each record needs to be chosen at a time. Could this be changed so the User can select a number of record for the filter without having to choose one at a time?
Auto-save Notes when leaving a note, similar to previous web client functionality
In the past a user could create a note, type the content and then leave the note and it would auto-save the note without forcing the user to click on the 'Create Note' button. This works well with call centers when they are working with a client on the phone and they are in a hurry. This prevents...
Migration of Rules and SLA's that currently
Currently (Q12021) we have a banner warning in the als CRM interface (Advanced Settings) that asks us to migrate -Automatic record creation aand update rules -Service Level Agreements in the legacy web client to the Unified Interface (before October 2012) Please migrate your items to Unified In...