27

Quick search on dashboard - should only fetch on view records

Quick search on dashboard views should only fetch on view records and not the entire entity as it is today. Because. Because if I make a dashaboard with some views and put a Quick search in each view is because I need search in that view and not on entire entity.

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Category: Platform (176)

STATUS DETAILS
Needs Votes
0

Allow Ability to Embed FetchXML into Charts used on the Portal

Currently, when embedding a chart into the portal, you are only able to pass through a specific chart and a view. The current limitation is that you are unable to pass-through any parameters into the view. The current use case that we are working with is that we want to embed a chart on the inte...

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Category: Platform (176)

STATUS DETAILS
Needs Votes
12

Personal User View/Dashboards/Charts Migration

Hi All, To migrate all the users related personal view/charts/Dashboards from one organisation to another organisation without Username and password INPUT. My Customer wants to have a separate tool which will migrate all at one shot including the users shared views.Since i am system admin and ...

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1 Comments

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Category: Platform (176)

STATUS DETAILS
Needs Votes
2

Upgrade Issues from 8.2 to 9 CRM version - Limited Documentation

Issues observed during the upgrade should be documented in the KB Articles with the workaround until the release has a fix for those issues. usually the customers find the solution's by asking in the community link or using the various Technet articles. But there are limited public facing documen...

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Category: Platform (176)

STATUS DETAILS
Needs Votes
14

Showing user's name instead of system in Portal.

Currently, in Dynamics 365, the case is recorded as 'SYSTEM' whenever the case is edit, cancel or closed through Portal. This should be improved by showing the user's name who do the editing instead. This would be great as the user might confuse when checking the case in Dynamics 365 since the 'S...

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1 Comments

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Category: Platform (176)

STATUS DETAILS
Under Review
2

Ability to add alerts on plugin trace logging

It would be great to setup alerting on the trace log based on exceptions either directly from the application or through the CDS analytics.

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0 Comments

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Category: Platform (176)

STATUS DETAILS
Needs Votes
6

Remove filter on interactive dashboards

The maximum time frame on an interactive dashboard is a Quarter. This is a very strict limitation. There's also no way for the user to know what time frame they're looking at unless you name the name the dashboard appropriately. Such as "Cases this Quarter". If they're very observant they wil...

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Category: Platform (176)

STATUS DETAILS
Needs Votes
19

Automatically update Embedded Canvas App ID whenever the form is deployed to other environments

Currently whenever the form with Embedded Canvas App is deployed to other environments, the person who has deployed this form should change the App ID, because the App IDs are not same in all environments. It will be awesome if we can have a way to keep this App ID after importing the form from ...

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0 Comments

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Category: Platform (176)

STATUS DETAILS
Needs Votes
2

Unified Client Interface: Enable copy & paste on list saved/system views for quick referencing

In UCI, users cannot select field values from saved/system list views. For example, in the web interface, users were able to select and copy account numbers and other data values from list views for various research/investigative activities and quickly referencing records without having to ope...

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0 Comments

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Category: Platform (176)

STATUS DETAILS
Needs Votes
3

Restrict ability to update other's personal settings/option for out of the box roles.

Restrict ability to update other's personal settings/option for out of the box roles; In technical terms Basic level of Access for User Setting privilege in Security Role. Currently, option to set "Basic" level of access for "User Setting" privilege in any custom or out of the box Security role...

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Category: Platform (176)

STATUS DETAILS
Needs Votes