Open entity forms based on rules / field values
Today, if you want to influence forms a record is going to be opened with, you need to do this in the onload handler of the "wrong" form. It would be really great if you could define rules on an entity, when to open what form, so that the correct form would be opened immediately.
Adding notes from a sub-grid
It is currently not possible to create a new note from a sub-grid. I raised a support ticket and was told this wasn't possible by design. With UI, notes have become more useful and I want to add a sub-grid specifically for notes to several forms to support our teams. I am able to add the notes s...
Split sales/purch price agreement permissions
In D365FO it is hard to impossible to split permissions for creating purchase and sales prices (and discounts). I have a sales clerk that I would like to give a role so the person can only create/modify prices and discounts on the sales side. And I have a purchase clerk that I would like to giv...
Enable tab key for field selection and advancement
Please enable the use of the "tab" key for movement within the Windows app for selection of input fields. I know the app is designed for tablet/mobile use but we are using the Windows app from a desktop (non-touch screen) setting. After typing input in a field, you are forced to move the mouse, c...
Wizard Reports should handle html tags created by Rich Text editor in Notes, other string fields
When a text field that contains rich text is added to a wizard report, the html tags are present in the report output. For wizard-based reports, users have to modify the .rdl that we generate to hide those html tags for now. Please add the new feature so that even Wizard Reports can handle html ...
Modificar la vista de existen duplicados
Hola Tener la opción de personalizar la vista de existen duplicados de la advertencia "Se encontraron duplicados" de la regla de detección de duplicados. Como se hace con la vista de "Resgistro actual".
Rich Text Editor not correctly displaying in Views/Subgrids
Hello, It is a known issue, noted in the Microsoft Documentation (https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/rich-text-editor-control#known-issues) that the Rich Text Editor control does not display correctly in Views/Subgrids (shows the markups), but there is no explicit...
Improve the CRM menu in the Office 365 application launcher
With the 2021/04 reorganization, the CRM menu is now displayed in the Office 365 application launcher. However, this CRM menu takes you to the Power Platform, which is very confusing for users. It is necessary to allow administrators to change the destination of the CRM menu or to improve the CRM...
Search view by its name
Hi We sometimes end with a lot of personal and system views, each of those has a specific name. A huge timesaver would be an autocomplete feature at the view selection level (like the one on form control explained here https://www.crmsoftwareblog.com/2019/08/set-up-auto-complete-control-in-dynami...
To enable users to configure which document location will be set as the default one
To enable users to configure which document location will be set as default in case there are multiple document locations associated to the same record.