Notes Views and Dashboards
We've set our sales teams up with using advanced queries on timeline Notes. It would be really great if we could actually work with the Notes views somewhere, especially within Dashboards. It's very limited to only be able to query and view that data through Advanced Find.
Show Display Names in Reports using Activities
The out of the box field "Activity Type" only shows the schema name of an activity when used in the Reports for Customer Engagement. This field should use the display name of the activity as is the current functionality in Advanced Find. This is particularly important as reports are intended more...
Allow embedding of PowerBI reports into system dashboards
Our organization would find it very beneficial if embedding of PowerBI reports into system dashboards would be allowed. This would make our lifes a lot easier when sharing dashboards within the organization. It ensures everyone is looking at the right data and people don't build their own stuf...
Improve the formatting of PowerBI Dashboards created in CRM
When we try to create CRM dashboards as a “Power BI Dashboard” in D365, we lose a great deal of the functionality. Page tabs of the reports are no longer there, and there is an extra scroll bar because the report no longer fits on the page. These are user functionalities that are not ideal, and i...
Additional font adjustment for charts
We have charts related to Opportunities that are very busy when displayed. They contain the information we need all together, but are difficult to read when copied to a document or powerpoint slide.
We have tried exporting and modifying the font size, but have had minimal lu...
Creation of personal dashboards should support AAD Security Group teams
If the organization has decided to only use AAD security group teams for managing the assignment of security roles to users it becomes impossible for users to create personal dashboards. Even though the user is assigned to a team that has a security role that grants permission to create...
Allow filtering when inserting Subgrids into Word Templates
When creating out of box Word Templates and inserting 1:N data into a repeating table, there is no ability to filter which records are displayed. For example, the subgrid on the Dynamics 365 form may exclude inactive records, but when adding the the Word Template table, it lists both active and ...
Need Ability to export rdl for OOB report, modify the report, and import as new report
Once upon a time, in a far less sophisticated version of D365CE, we were able to export the rdl of an out of box (OOB) report, modify it with SSRS, then import it as a new report. This was a very powerful feature since the OOB reports were not modifiable in D365CE. Many times, an OOB report wa...
User Experience of Modern Advanced Find
For users who mostly work in the left navigation entities, the new Modern Advanced Find is a great feature. It removes the need to navigate to other UIs and reduce the need to navigate away from what they're working on.
However, for users that frequently use entities not in t...
Buttons for direct jump to other dashboards
The idea is that you have a direct jump to other dashboards without opening the list of dashboards via the arrow. This makes it easier to switch between different dashboards and creates an overview of the most important dashboards.
For this we imagine buttons next to the arrow, which are...