1

Email Template security based on teams

Hi


We would like to apply security with team on email templates.

In the current version the security for email templates is only based on business units which is not workable.

It would be nice to have same security option like for other tables on email templates.

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Category: Platform (175)

STATUS DETAILS
New
1

Deletion of lookup values by fixing the position of cross (X) in lookup input fields

In certain scenarios the robots (via RPA) have to delete the value which has been put into a lookup field because of some automation steps.

Its hard to delete the lookup values which are already pre-filled due to the dynamics position of “cross” (X). This is because the only way to del...

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Category: Platform (175)

STATUS DETAILS
New
38

Automatic Lookup Name Resolution Improvement

This suggestion revolves around the automatic lookup "name" field resolution. I'm posting it under "customer service", but it's really about the broader Dynamics 365 CRM system logic.

 

How the platform works:

-----------------------

Every time an entity is opened (i.e....

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Category: Platform (175)

STATUS DETAILS
New
1

Managed Solution Should Be Able To Update Entity Display Name

MS solution "msdyn_acceleratedsales" overwrites Contact entity display name from custom value back to default value "Contact" in some of crm instances. And a custom managed solution with an update to the display name is not able to change the Contact entity display name in affected crm instances....

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Category: Platform (175)

STATUS DETAILS
New
1

IP Address in Dynamics 365 CE in Audit Logs

Our customers require IP address to be also logged as part of CRM Audit logs for SIEM

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Category: Platform (175)

STATUS DETAILS
New
1

Need a warning when customers try to start a language installation when there is one already in progress

Need a warning when customers try to start a language installation when there is one already in progress. When multiple language installations are kicked off, it crashes the system and users have to restore from backup. It would be nice to get a warning when a user tries to install a language whe...

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Category: Platform (175)

STATUS DETAILS
New
1

Auto update all base currency fields when the conversion rate is updated

Customer would like the system to auto update existing currency fields whenever the currency exchange rate is updated.

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Category: Platform (175)

STATUS DETAILS
New
1

Appointments cancelled in D365 don't show an indication it’s cancelled in Outlook, and not removed from calendar.

Appointments cancelled in dynamics do not show an indication it’s cancelled in Outlook, it’s also not removed from the calendar. Cancelling a meeting from Dynamics should have the same behavior as when you cancel from Outlook.

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Category: Platform (175)

STATUS DETAILS
Completed
7

Phone Call - Call To - Custom Tables

Currently the Call To field in the Phone Call table only allow users to select from OOB tables (Accounts, Customer, Leads, Users). Please can we have the ability to add custom tables to the Advanced Lookup in the same way we can for other Activity tables.

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1 Comments

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Category: Platform (175)

STATUS DETAILS
New
3

Get user owner team names from context in Dynamics 365 CE

The suggestion is to have access to client-side context data that contains the running users owner team names and guids, similar to globalContext.userSettings.roles (https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-utility/getglobalcontext/usersetting...

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0 Comments

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Category: Platform (175)

STATUS DETAILS
New