Account and Contact entity inheritance


Ability to create a new entity with the ability to select inheritance of the account or contact entity. This way engineers can create account type entities but identified as the type of entity it really is such as a vendor or supplier and not have to be forced to use account or contact if you nee...

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

Update an entity record from the quick view form


Ability to edit an entity record from the quick view form.

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

Custom Polymorphic Lookup


Ability to select/unselect entities to belong to a custom polymorphic lookup similar to how customer data type works.

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

Custom Lookup to multiple entities


Ability to create own polymorphic Lookup and can select multiple entities. Similar to the customer data type but not limited to two entities (account/contact).

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

Vendor Entity


The concept of Account to contain all different types of accounts becomes very messy trying to implement most times. Consider creating an entity named Vendor. This will allow the Account entity to be treated as customer as it should. Additionally, have the Vendor entity included in the customer d...

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1 Comments

Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

Allow to create record in inactive state


When creating records in Dynamics 365, sometimes data is brought from different sources and can be uploaded from multiple sources. The ability to create a record in an inactive state would help create the record without triggering any other event that would be associated to an active state condit...

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes