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 cu...
Category: Platform (148)
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 (6)
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 (18)
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 (925)
Enter into default app if no extra app permissions available
Hi, I recently encountered that once a user has access to any 1 app, they are still required to select it on the app selection screen instead of Dynamics just taking them inside the app if there are no more apps to access (having permissions on). I believe it is best to load the app entirely f...
Category: Unified Interface (28)
Project Service Health Hub solution publicly available
Hi, Recently, we had to upgrade a customer's PSA solution from v2 to v3. And during this upgrade, the solution fails since the data in the org could be invalid from PSA's standpoint. Post running Project Service Rule Set in Analysis Job, results are generated and then we manually correct this da...
Category: Administration (5)
Should exist a Microsoft Service to automatically populate currency conversation automatically, optional feature
Recent Items menu should show entity icon
The dropdown in the SiteMap for Recent Items only shows the names of the records. It'll be extremely useful to identify what Entity type the record is. So that if we have the same Opportunity, Quote, Project etc names, we can distinguish as to what recent item we want to click into. Hope this hel...
Category: General (925)
Capability to add Resources to Shifts and Relative Work Days
Idea is to be able to set Work Hours and Working Days based on multiple shifts and Relative Working Days 1. Let's say Resource A is working from Shift A for a few weeks and is then supposed to be put on shift. I believe these can be different Work Hours Templates. However, should be able to be pu...
Category: Project Resource Management (4)