OR Condition in Business Rules
As Workflow condition recently got the OR operation, I think it is beneficial for Business Rules to get the same treatment. This will give more advanced functionality for customization.
Formula Fields and Rollup Summary
Got a complain from ex-salesforce developer that keep complaining that there is no calculated fields on Dynamics CRM, such as:
1. Sum/Avg/Min/Max on parent record to calculate the valur from the child records
2. A field that accept mathematical calculation
3. Read-only field tha...
Advanced Find Filter "Older Than x Days" and "Older Than x Weeks"
I believe I've seen this request before, but it seems the update has not been added into the current release. It is a really common request to check something that has passed than certain days, especially in view. Sample scenario in case management: active case that has not been updated by 3 d...
Please allow time entry that has been approved to be adjusted
Once the time entry being approved, it can't be cancelled and sit in read-only state as actuals.
Sometimes there is a need to adjust the approved timesheets and actuals and this is not possible right now.
Current workaround is to open a support ticket and they will modify or d...
Please allow Undo or Unapprove to Project Service Automation
Currently once a time entry and expense has been approved, the user could not undo the approval, deletion is locked, status is locked.
There are cases where the project manager might make mistake and need to undo the approval. Please allow this scenario.
Please honour the CRM metadata in PSA custom control
Currently, the PSA custom controls are not controllable by the CRM metadata. Some cases:
1. Custom field on Time Entry/Expense form can't be added
2. Can't change the layout of WBS view & custom field can't be added
3. A field is set as business required however the cu...
Please improve the page load time
The current page load time for segment definition/builder, segment members, Insights are quite slow. This is distracting the focus of the user.
Please allow more meaningful name for segment (not restricting it without space)
At this moment the segment name only allows straight name (could not have space or any special character). Flexible naming is useful in searching the segment.
Please make relationship name to be more user friendly
At this moment on the segment definition page, where I need to set related entity, it is giving the entity relationship name that only system customizer would understand. Please allow a user readable name for the relationship.
Please allow Lookup/Option Set user experience when working with Segment Builder
It would be beneficial to be able to select the Dynamics 365 native UX behaviour for Lookup/Option Set when building the Segment query. Currently, it all become free text field that is subject to typo.