Interactive Dashboards - multiple entities
Interactive dashboards have a filter that is easy to use, however I can only set an ID for a single entity. As a manager I want to be able to see Opportunities, Activities, & Leads all on one dashboard. The only way to do that is with a standard dashboard which has no option for filters.
Feature to compare Sales pipeline trends on a dashboard
We sometimes want to compare Sales pipeline trends on a dashboard.
　Example : Comparing Sales pipeline trends on a weekly basis for the past year.
However, the current Dynamics 365 feature does not allow multiple views of the Sales pipeline.
It is possible to creat...
Advanced Find - ability to group related entities with OR
It would be awesome to be able to group fields from related entities with OR.
Option to provide intervals for X-axis label values
In Charts, Axis values are set dynamically basis the records shown in Chart. However, when the values shown on axis is a currency, it might have larger values, and these values are trimmed when shown on chart's axis.
Example: Top Customers Chart on Opportunity, gives Top 10 Ac...
Power BI Sales Report Security Customizations
Customize the Dynamics 365 Sales Usage Power BI report security. We need users with a specific security role (National) to only see their own data and users with another (International) security role to see only data from their own business unit. Currently we are unable to change or remove any...
Extend size of images to use in reports (RDL expression limit increase)
Currently the maximum size of images that can be used within a report are limited to 1500 kb due to hard coded limit within RDL expression (https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/rdl-sandboxing). Since reporting will be always a thing within dynamics and especiall...
Ability to show Grand Total on Funnel Charts
Funnel charts show aggregated data but do not have the ability to show the grand total. Would useful to have the ability to display grand total.
Hide views
When I use the drop-down to select a dashboard, there are literally 100 views between the system views & views shared with me. Many of the views shared with me I do not care to see. When I try to deactivate - I do not have the access. Or if I do deactivate, it deactivates for everyone. I need to ...
Analysis Sales and profitability performance for all companies
It is very important to have this analysis for all companies to be able to carry out sales comparisons between companies, such as in the finance analysis dashboards or Manage customer credit and collections, where we can compare the information of their respective modules.
Create Categories for View
Give users the ability to create Categories to better organize views. System Administrators can create categories for System Views and users can create categories for My Views. We have several views in our System Views, especially surrounding opportunities, that could be better managed by catego...