23

Add a background color to a field in a ”Model-driven app”

There is currently no way to add a background color to a field on a form in "Model-driven app"


When a field is updated, it is expected to alert you with a background color.


The addition of this function contributes to the visualization and efficiency of users'...

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0 Comments

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Category: General (2248)

STATUS DETAILS
New
23

Display another column in the lookup field instead of the primary name column.

Currently, the functionality of the following scenario is not implemented.


There are two tables, Table A and Table B.

This is a 1:N relationship.

The lookup field should display values other than the primary column.


Adding this functionality would ...

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0 Comments

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Category: General (2248)

STATUS DETAILS
New
23

A feature that sets multiple records in a lookup field

We need a feature to set multiple records in the lookup field.

In particular, I think the feature to create custom fileds that allow multiple Accounts and Contacts to be selected, like emails , is useful.

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0 Comments

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Category: General (2248)

STATUS DETAILS
New
23

The sales price is not picked up correctly if the UOM is different

The issue is with selecting the UOM in the product master and assigning a standard conversion. The system is inconsistent, and it does not always pick up prices from the Trade agreement if the UOM is selected other than the one specified in the product master. Expected Result: The prices should...

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0 Comments

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Category: General (2248)

STATUS DETAILS
New
23

Drop and Drag

Why can we NOT drop and drag and email or files i.e. word, pdf, excel, etc.. into Dynamics 365. This would make the Outlook Dynamics Link Obsolete. There are other CRM Systems that have full Drop and Drag functionality.

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1 Comments

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Category: General (2248)

STATUS DETAILS
Needs Votes
23

Retain subgrid page when returning to a form

Consider the following scenario 1. User opens an opportunity record with a subgrid of related activities 2. The user moves to the 3rd page of the subgrid and opens a related activity on this page 3. The user saves and closes this activity record and is returned to the opportunity record form 4. ...

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0 Comments

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Category: General (2248)

STATUS DETAILS
Needs Votes
23

Display the footer in the appropriate location on Dynamics 365 for mobile device

When opening Dynamics 365 for mobile app, the footer is displayed in the location of the header. In order to avoid this behavior, the footer field needs to be set at the very bottom of the page. But if the user proceed the setting, they must scroll down to the bottom, so they cannot display the n...

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3 Comments

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Category: General (2248)

STATUS DETAILS
Needs Votes
23

Add the ability to update Price List Items via import

There is currently no way to update price list items in bulk. With other records, you can export, make changes, and re-import using either the import tool or migration tool, assuming you have all the proper handles and guids. There is no way to do this however for Price List Items. Every time ...

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3 Comments

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Category: General (2248)

STATUS DETAILS
Under Review
22

Open .msg/.eml files from CRM in web preview (like in Sharepoint online)

Hi everyone,


I'd prefer if the .msg or .eml files could be viewed directly in a preview on the current webpage when opened from Dynamics CRM, instead of being downloaded and then opened in Outlook. 

 

In SharePoint online, these files open in a web page preview wit...

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0 Comments

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Category: General (2248)

STATUS DETAILS
New
22

I want to export the Summary field of the Appointment entity data to Excel without including HTML tags.

Currently, because the appointment entity supports rich text, the default behavior is to include HTML tags in the summary field when exporting to Excel.

It would be more convenient if users could choose to export to Excel in plain text without including HTML tags.

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2 Comments

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Category: General (2248)

STATUS DETAILS
New