Microsoft Dynamics 365
I'd like to see a robust UI where you can set up a "Environment Copy Template" that identifies the source (almost always prod) and the target (some sandbox), and enables you to select specific tables to copy data from, and more importantly identify tables you do NOT want to bring over. Ideally, for those specific tables copied, we'd be able to specify an advanced-find like/FetchXML based query that would identify the specific rows to copy (such as "Last 3 Months", e.g.). (It could also be a "solution-based" copy, where we create a solution that identifies the tables to copy.)
We use lookups extensively, and hence have dozens of reference tables that need to copied to each environment. We have years of historical transactional data that does NOT. Today, because i have to copy the entire production data set, we spend days running bulk delete jobs and Power Automate flows to remove data in a copied environment. Very inefficient use of resources.
This WAS a fantastic feature, but was removed in the last few weeks. Why was it removed?
I agree. The ability to take picture/video of each step along with comments if an operator spotted a problem would be great. Custom solution like PowerApps might be possible, but being built into Guides makes managing the data easier.
I agree. Create a new MS filetype (i.e. .guides, etc.) save local file pass to customer and open. Sync with cloud.
To piggyback off of this. If you could add a query string variable to the end of the Guides link (i.e. &userId=12345, etc.) and this whole link got stored in the Guides table, then you could parse out the userID on completion of the Guide and identify who did what when. Possible solution for device licensed HoloLens.
Unacceptable to not support this and other basic input fields as a default set of events.
I've got a customer that wants this very thing. If the operator had the ability to snap a picture or video and make comments on each step. That info gets stored with the step information that then can be pulled out later for reporting (PowerBI) or audit purposes. This would be a great feature. Seems like right now it's only possible with a customer solution like PowerApps.
REMARK: In addition featuring trade agreement expectations or enabling dates and main responsible, from CRM marketing business relation account after records may had been synchronized and converted into an actual record might be optimum ideal.
This requirement has come from many customers and will require a lot of work from partners and customers to manage.
REMARK: In addition featuring trade agreement expectation dates, maybe optimum ideal from CRM Marketing business relations when converting a business contact record to a synchronized record.