18

Date Range

In the Filter Options on the Accounts and Opportunities view there was previously a date range option so a user could select two dates to view records that fell between those specific dates. Can this function be added to the latest view as it was a very useful tool that has been removed from the ...

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1 Comments

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Category: General (1516)

STATUS DETAILS
Needs Votes
18

Migrate "Access Team Template" with solution

Currently, "Access Team Template" cannot be migrated by the solution and must be created in each environment. However, when you use solution to export/import the customization of entity, the Access Team Template setting of subgrid gets error in destination environment. For that reason, each time...

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0 Comments

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Category: General (1516)

STATUS DETAILS
Needs Votes
18

Ability to control the use of [Advanced Settings] when general users access UCI screen

When general users access UCI screen, they can click [Advanced Settings] on upper right setting button. It would be much better if the use of [Advanced Settings] can be controlled. On Web interface, general user cannot access [Advanced Settings], so it would be great if [Advanced Settings] on UCI...

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0 Comments

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Category: General (1516)

STATUS DETAILS
Needs Votes
18

Need the ability to customize the inline edit view on Sales Order - order products grid.

Editable Grid controls are currently not available for the Web on the Sales Order - Order Product grid (salesorderdetailsGrid). 

 

We need to be able to add a custom default view and add the controls for the editable grid function which is currently greyed out for Web a...

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1 Comments

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Category: General (1516)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.


This functionality is available now. Please refer to the following link for more information
 
Sincerely,
Naitik Shah
Microsoft

18

Send Email (with attachment) to Marketing Lists

Presently, you can only easily email marketing lists using Send Direct Email feature using Advance find on Account/Related/Marketing Lists. This is nice, but cannot send attachment with it! The only ways to do this now are:

1) Open a new email and add each individual member to it us...

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1 Comments

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Category: General (1516)

STATUS DETAILS
Needs Votes
17

Feature to display a message on the field of duplicate records

Currently, we can use Duplicate Detection Rule to display a pop-up message when a field has duplicate records.

However, the message does not indicate which field is a duplicate.

We can identify the field by comparing it to the duplicate record or by checking the Duplicate Detection...

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0 Comments

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Category: General (1516)

STATUS DETAILS
New
17

Import should be successful with duplicate lookup values when "one of the lookup value is in Active state and other is in InActive state

We know import won't work if there are duplicate Lookup values but I see multiple customers are asking for import should be successful when "one of the lookup value is in Active state and other is in InActive state." Could you please fix it? Scenario: 2 Accounts with same name one is in Active o...

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0 Comments

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Category: General (1516)

STATUS DETAILS
Needs Votes
17

Feature to display Tab names and Section labels on the dashboard

The user used the tab name/section label displayed on the dashboard on Legacy Web UI. After switching to UCI, this feature is no longer available. If there is a tab name/section label on the dashboard, it is easy to check the contents of the tabs and improve work efficiency, The user will hope t...

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0 Comments

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Category: General (1516)

STATUS DETAILS
Needs Votes
17

the graph should be displayed by default like pinned when the view is displayed.

the graphs in view are not displayed unless we click the "Show Chart" menu after the view is displayed, however we would like the graph to be displayed by default like pinned when the view is displayed. In addition, we understand that they can set the default graph to be displayed in the view by ...

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0 Comments

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Category: General (1516)

STATUS DETAILS
Needs Votes
17

I want to easily set the color of the graph.

Please have a simple tool for specifying the color of graph function of Dynamics365 as standard.

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0 Comments

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Category: General (1516)

STATUS DETAILS
Needs Votes