Making Mobile App Intuitive
This is rather a feedback than "Idea". I've heard customers saying the mobile app isn't great for Dynamics 365 and takes a lot of time to get simplest things done. Customers compare against Salesforce mobility. Can we expect the D365 For Phones app to improve at earliest since more and more cust...
Category: Mobility (0)
Maintain Bookings Schedule Board view on Projects should show only that Project
Hi, Maintain Bookings was a major functionality for customers in v1.2.x versions where they simply used to double click on the box to edit the Hours. Now, the new Schedule Board Maintain Bookings view is great apart from 1 major shortcoming. Since a resource could be booked on several Projects a...
Category: Resource Management (3)
Defaulting the Date on Time Entry Quick Create
In PSA v3.x, while making Time Entries from the CC_TimeEntryGrid, a quick create form opens. But it defaults to the current day even after selecting a block of a different date. Example: If today if Friday, I select the box on a previous day of the week and click New, but the Date is defaulted t...
Category: Time and Expense (4)
Save and New
Hi, Like we can Save & New for fields in D365 Customization, it would be of great help to have a button to "Save & New" button for records as well. This will save time from Save and Close to clicking on Create New button again on entities. Thanks!
Category: General (721)