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...

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Category: Platform (148)

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Needs Votes

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...

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Category: Resource Management (6)

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New

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...

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1 Comments

Category: Time and Expense (18)

STATUS DETAILS
New

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!

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Category: General (925)

STATUS DETAILS
New

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...

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1 Comments

Category: Unified Interface (28)

STATUS DETAILS
Needs Votes

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...

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1 Comments

Category: Administration (5)

STATUS DETAILS
New

Should exist a Microsoft Service to automatically populate currency conversation automatically, optional feature


Exchange Rate should exist as a service for the org to select if they want to opt-in for an optional automatic update on the Exchange Rate numbers in their Org's Business Unit settings.

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Category: General (925)

STATUS DETAILS
New

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...

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Category: General (925)

STATUS DETAILS
New

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...

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Category: Project Resource Management (4)

STATUS DETAILS
New