1

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...

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Category: General (1829)

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1

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.

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Category: General (1829)

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Needs Votes
1

Editable Grid: remember/cache grid page when parent record form is refreshed

Currently, when opening or refreshing a form containing an editable grid, the editable grid always display the first page. It would be helpful, if there would be an option to let the page remember/caches the editable grid page, so users can continue to work where they left.

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Category: General (1829)

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Needs Votes
1

we would like to restrict access to Manager field on User form and lock it from editing for basic users and for advanced users

Issue: ======= we would like to restrict access to Manager field on User form and lock it from editing for basic users and for advanced users it should be possible to add and save data there. Repro steps: ====== When user navigates to settings -- security . Open any one of the record ( user w...

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Category: General (1829)

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1

Duplicate detection parent check allow user to click OK to continue

The behavior of the ‘Enable Parent Check’ does not allow a user to bypass the check. When engaging with the ellipsis nothing occurs.

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Category: General (1829)

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1

Merge button on Duplicate detection panel should not be always available

with dynamics365-2021-release-wave-1-plan released, the merge button is added to the duplicate detection panel. However, I found that the button is always available even user doesn't have merge permission assigned on the security role / business management / merge

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Category: General (1829)

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Needs Votes
1

Include Report Categories in Solution Exports

Currently, if you add a new Report Category to a Dynamics system, there is no way to get that Report Category into a target system via Solutions. Or, if there is, it is not intuitive or well documented. If I include a report in a solution, and that report uses a custom report category, the custo...

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Category: General (1829)

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1

Calculate date field needs ADDMINUTES function

We have a custom entity that is not an activity, but it triggers workflows that create appointments and other activities. I'd like for users to enter a start date/time and a duration, and then use a calculated field to calculate the end time. Duration fields are minutes. Calculated fields can u...

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Category: General (1829)

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1

Renew the Email templates when using WorkFlow

When creating an Email inside a Workflow you really have to struggle with the spaces and fonts. After saving the spaces is missing or added and you have to redo and redo and redo several times before the text is correct. Please!! correct this. And also it must be much easier to hande Fonts.

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Category: General (1829)

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1

Portal Managed Solution MicrosoftCrmPortalDependencies appears to have an incorrect relationship mapping

There is a relationship in the MicrosoftCrmPortalDependencies managed solution. It is a 1:N relationship from contact to opportunity named msa_contact_opportunity. It has the following field mapped: contactid from the contact entity to the msa_partneroppid field on Opportunity. The display name o...

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Category: General (1829)

STATUS DETAILS
Needs Votes