2

Ability to merge on mobile app

It would be very useful to be able to merge records on any UI mobile apps.

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Category: Platform (176)

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Needs Votes
39

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: Platform (176)

STATUS DETAILS
Needs Votes
21

Configuring security role who is able to change the Username (Domain Name) field in the User form

Since CRM 2011 till version 9 (on-premise), we could not create a Security Role which can change the Username (Domain Name) field in the User form. Only the System Administrator security role can update the Username field of other users. Even if you give all privileges to the Security Role, when...

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2 Comments

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Category: Platform (176)

STATUS DETAILS
Needs Votes
4

Respect security in lookup fields

If the security roles a user holds does not grant them access to a record, but they are permitted to read another record that contains a lookup to the record that should be secured, then it would be good if the platform could obscure or hide the name of the record. For instance, the Product enti...

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Category: Platform (176)

STATUS DETAILS
Needs Votes
2

Service update schedule change, sandboxes before production organizations

A customer uses D365 as a background system for their critical services. The goal is to run regression tests in sandbox (dev+test) organizations at first in order to gain lead time in case regression occur. Currently this is not possible, as service updates are performed for the whole region at o...

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Category: Platform (176)

STATUS DETAILS
Needs Votes
11

Test account for System Administrators to test from End User point of view

As an administrator of the application, I need to test that the permissions I've granted to my users are sufficient for them to successfully complete their work. I'm already a fully licensed user and need to impersonate other users. Either provide me with an 'impersonate user' feature/function o...

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2 Comments

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Category: Platform (176)

STATUS DETAILS
Needs Votes
46

Request to make Case Subject more user-friendly for service agents

Request to rework the Case Subject entity to make it more user-friendly for service agents. Missing features for the current Case Subject entity: - Textual search --> being able to type in the subject lookup field (so a service agent doesn't need to drill-down the whole tree every time again) -...

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Category: Platform (176)

STATUS DETAILS
Needs Votes
1

Site twice on enabled users default report in Finnish

When looking at the default "enabled users" view on the admin side there is one "Site" column in English, but if I change the interface language to Finnish then there are two "Sijainti" columns and therefore no standard Export to Excel works as there is a duplicate column name

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Category: Platform (176)

STATUS DETAILS
Needs Votes
10

SharePoint Integration - Stop Hard Deletion of files

Applicable to Dynamics 365 CE. When a file is deleted through Out-of-box SharePoint integration, it is a hard delete. This seems a bit reckless, from an admin perspective. Might be worth to do a soft-delete so that SharePoint / Office365 Admins can recover the deleted file from SharePoint recy...

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Category: Platform (176)

STATUS DETAILS
Needs Votes
2

Bing Maps API Key to be made available again for use by integration

With the Field Service version 8.8.10.44 the Bing Map API key is hidden in Field Service Resource Scheduling records. We had several Powerautomate flows which uses Bing Maps tasks like Get Lat/Lang details from a given address and it needs an API key. Now as customers have already licensed D365 ...

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0 Comments

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Category: Platform (176)

STATUS DETAILS
Needs Votes