User Profile

Allow System Admins to bypass Required field restrictions in Workflow Editor


Currently, if a field for an entity is required, and a user wants to activate a workflow which creates a record of that entity, they must supply a value for all of the required fields of that entity. This is cumbersome for System Admins who may be creating a process which is intended to bypass t...

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Category: General (1799)

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Needs Votes

Include Report Categories in Solution Exports


Currently, if you add a new Report Category to a Dynamics system, there is no way to get that Report Category into a target system via Solutions. Or, if there is, it is not intuitive or well documented. If I include a report in a solution, and that report uses a custom report category, the custo...

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Category: General (1799)

STATUS DETAILS
Needs Votes

"is" condition for Multi-Table lookups


This would have been great to have when the only Multi-Table lookups were the Customer fields, but now that custom Multi-Table lookups are being added, this will become all the more useful. I'd like an "is" condition added to the platform and the various query editors... Advanced Find, Workflow ...

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Category: General (1799)

STATUS DETAILS
New

Add ID parameter for addGlobalNotification or its action.


Currently, Xrm.App.addGlobalNotification() does not allow the user to specify an ID for the notification.


An ID is provided by the platform inside the Success function of the returned promise, however, at that point, it is too late to reference the ID inside the action for the...

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Category: General (1799)

STATUS DETAILS
New

Fix Xrm.Utility.getPageContext() inside App Notification action.


There is a bug with Xrm.Utility.getPageContext() when it is called inside the Action of a global notification. (Xrm.App.addGlobalNotification).


The expectation of Xrm.Utility.getPageContext() is that it is contextless... it should always return information about the current pa...

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Category: General (1799)

STATUS DETAILS
New

Improve Editable Grid support for Multi-Table Lookups


Currently, when editing a multi-table lookup in an editable subgrid, there does not appear to be a way for the user to specify which of the tables they are trying to select a value from.


This makes Multi-Table lookups unusable in Editable Grids.

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Category: General (1799)

STATUS DETAILS
New

Older Than X Fiscal Years and/or Between X and Y Fiscal Years


Recently, a bunch of new Date Comparisons were added to Dynamics for "Older Than X Days/Weeks/Months/Years".


However, the new addition did not include an option for Fiscal Years.


Consequently, there is no way to construct a query that finds records where a dat...

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Category: General (1799)

STATUS DETAILS
New