User Profile

Ability to set [Single Line of Text] field as Dynamic Value to [To] and [From] when sending mail on workflow


When sending mail on workflow, [Single Line of Text] field as Dynamic Value cannot be set to [To] and [From].

For instance, [Format] of [Single Line of Text] changes to [Email].

But it cannot be set as Dynamic Value.

So it needs to be set manually.

It would be m...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to work [Duplicate warning] even when clicking [QUALIFY] from Leads record view


Open record screen on Leads entity, and click [QUALIFY], and then [Duplicate warning] works.

* Provided that the rule of [Account with the same Account Name] is activated on Duplicate Detection Rules.

Choose multiple records from the view screen of Leads entity.

Even th...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to set Hyperlink automatically when exporting Word templates


When exporting Word templates, it would be user-friendly if it is exported as Hyperlink format for URL and mail address, not text.

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to set browsing rights on each department (also team) for article entities


At present, Article entity doesn't have owner fields.

So, it is not possible to have browsing rights for each team to use security role.

In Knowledge article entity, security role doesn't affect its behavior.

It is also impossible to have browsing rights.

 ...

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Category: Security (4)

STATUS DETAILS
New

Keyword input of article entity


It is inconvenient to type article entity's keywords every time.

As existing functions, it would be much better to create templates or add option sets.

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Enrich public Information about alternate keys


There is public information about the character length limitation.

But below error message shows when actually setting object value to 900 byte or 899 byte.

"Index size exceeded the size limit of 900 bytes"

Regarding this response, for example, Single Line of Text chang...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to export [Signature] field on field service of mobile app with Word Template of Dynamics 365 (Online)


On field service of mobile app, there's a [Signature] field to get a signature from customers.

However, standard function doesn't show [Signature] field on form.

Image data of [Signature] field is only related to record's memo as attached file.

 

When expor...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to set judging all record’s contents on text field with workflow condition


When receiving email, case's record is created automatically on settings.
And also the email body is registered to [Description] field on settings.
Product entity has 100 productions from [Production001] to [Production100].
 
On workflow's condition, it would be great ...

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Category: Business Process (0)

STATUS DETAILS
New

Ability to register team and business collectively


It takes a lot of time and trouble when registering a large number of teams or businesses.

So it would be efficient if they can be registered collectively, such as by PowerShell's command.

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Category: Administration and Deployment (2)

STATUS DETAILS
New

Ability to choose user in a business that is different from parent business on [Manager] field


User who can be set to [Manager] field is only user who belongs to [Parent Business] so far.
For example, there's a A business.
There are also B business and C business both belong to A business.
In this case, User in C business cannot set his manager from B business.

It...

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Category: Customization and Solutions (2)

STATUS DETAILS
New
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