Please allow Business Rule to Hide/Show Tabs and Sections


The functionality of business rules to hide/show field is really good improvement to provide a better UX without the need of form scripting. However it is a common case that we need to hide the whole section/tab based on certain criteria, please add this functionality to the business rule.

Read more...
0 Comments

Read more...
0 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Declined

Business Process Flow Editor: Please provide ability to move the fields up/down in the BPF editor


It is common requirement from usability and UX perspective to adjust which fields that should be displayed first. It's fine for the first creation of BPF, but most of the time, the end user will provide a feedback that certain fields will be more relevant if they are provided first, etc. Now t...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

SharePoint Integration: Please add an indicator on a CRM record if there is any document related to the record


In SharePoint integration scenario, we could not quickly see whether a CRM record has any document in SharePoint. It would be a better user experience if the user could see a quick indicator (e.g: clipboard symbol) on the record that has any document in SharePoint

Read more...
0 Comments

Read more...
0 Comments

Category: Microsoft Office Integration (198)

STATUS DETAILS
Needs Votes

Self referential N:N relationship SubGrid behaviour


In one of the project that I'm working on, there is a need to create a self referential relationship using N:N to tag one record to another. However the subgrid experience is not right.Sample scenario: Record 1 is related to Record 2. So, when user opens Record 1, he/she would add existing...

Read more...
1 Comments

Read more...
1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Please keep the column header of Security Role editor at the top


I found it quite annoying to scrolling up and down to make sure the column that I'm editing for security role is the right column. please keep the header at the top.

Read more...
1 Comments

Read more...
1 Comments

Category: Security (4)

STATUS DETAILS
Planned

Allow custom entities/activities as part of Customer Insight


Customer Insight is a great tool to show the "health" of customer relationship. However, it is currently still stuck with the ootb entities/activities. Meanwhile in implementations we might have used custom entities/activities to track interactions with the customer. This may/may not be includ...

Read more...
1 Comments

Read more...
1 Comments

Category: ()

STATUS DETAILS
New

Please add execute custom action (of CRM process) from Microsoft Flow


As part of Dynamics 365 release, Microsoft Flow has been mentioned as part of the tools that we should leverage in integration scenario. Dynamics CRM (365 now) has the capability of Custom Action. I hope Microsoft Flow could have an out of the box function that is able to call this custom acti...

Read more...
0 Comments

Read more...
0 Comments

Category: Business Process (0)

STATUS DETAILS
New

Please give informative message for case routing capability when the assigned team/user doesn't have sufficient privilege


I worked on a case routing rule where I would like to route certain type of case to certain team. When I clicked save & route, it didn't give any information, the case form is just closed and the case is still under my case. Later I found out that the team that the case routing rul...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Please allow Rollup View for OOTB Relationship


Rollup View feature is really useful to give good consolidated view of interactions, however this flag is currently limited to custom relationship, which in many case, we would use the OOTB relationship.  So, please allow this on OOTB relationship

Read more...
1 Comments

Read more...
1 Comments

Category: Unified Experience: Search, navigation and performance (1127)

STATUS DETAILS
Declined

Allow search/filtering on "Add Existing"


With the additional PSA, FS and Portal solutions from Microsoft. When we are customising the system, there are lots of components that is added there. It is really hard to find the components that we are interested in. Please add Search/Filtering capability to it. (Screenshot is provided on th...

Read more...
1 Comments

Read more...
1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New