Enable / Disable Advanced Find based on Security Role
Business Requirements : Security roles should be able to enable/disable advanced find.
Reason : Views created might filter the data but advanced find would showcase all the data to customers.
All Pinned and Recent Records to Have Configurable Name
On the Dynamics site map, allow administrators to configure the column that is displayed for the records on pinned or recent records. Many times the msdyn_name field may not me anything to the application user. So, similar to adding a quick find column on a quick find view, allow administrator...
Time Zone abbrevations
We have a business requirement to define new Time Zones in the system, so that they are matching with the known abbreviations CET, EST, CST, etc.
Our local users are not used to working with the Time Zones codes like GMT +/- 99:00 and time zones are of a particular importance for us.
Hide See All Records button in Grid Ribbon
Grid ribbon has See All Records button available and this is very useful but some customer don't want to see that button. There should be some customization option to hide this button as per business requirement.
Field Service technician location and arrival time sharing portal improvements
As part of our ongoing Dynamics 365 deployment, we've been investigating the new technician location and arrival time sharing portal with a view to using it as part of our pre-appointment customer engagement strategy. During this process a number of limitations became apparent that we'd want ...
Message box pop up when the quick search limit is exceeded
As we have 10k records limit when we search in the quick find, when the record limit exceeds. It would be helpful is a message box pop up when the record count exceeds.
User "Created By" details In CRM should be available
A feature like showing details of user "Created By" details when a user created from CRM or Azure would be helpful for customers to know who created the user.
Navigations: Go to Advanced Find -->Select Users-->Add "Created By" column-->Click on results-->Now the "Created By" c...
Sharepoint
If Sharepoint is integrated with Dynamics 365 CE users should be able to Search or access documents to Global Search
Global search - Order by field
It would be nice to be able to order global search by field
BUG - Safari on iPad - cannot remove Lookup value from field (i.e. press 'x' icon behind value)
The 'x' behind lookup values cannot be used when working with Safari browser on an iPad.
If a lookup was selected, the user cannot remove the selected lookup value as the 'x' on an iPad can is not be pressed to remove the value.
Suggesting that D365CE support...
Administrator
This sounds like a bug. Please raise a bug with support so we can better look into this issue.