PSA: Please allow custom entities to be displayed in related list of Project Template


Currently, project template is only displaying the OOTB navigation for Project Template. There is a javascript that is hiding other navigation and form tabs. 

For us to customize Project Template is quite annoying and we would prefer not to touch any of the PSA OOTB javascripts.

Read more...
1 Comments

Read more...
1 Comments

Category: Project Service Automation (157)

STATUS DETAILS
Under Review

Please add more content on the newly released Project Service Automation and Field Service


with the considerably recent release of PSA and FS capability of Dynamics 365, the documentation around these modules is still quite rare. In particular on the best practices customizing these solutions. Given there are a lot of functionalities that handled by CRM plugins and workflows. How ar...

Read more...
0 Comments

Read more...
0 Comments

Category: ()

STATUS DETAILS
New

Dynamics 365 Business Rules - Please allow Grouping on the condition (Similar to Advanced Find)


In the new Dynamics 365 business rules, I found a limitation on the condition function. It doesn't allow grouping of condition e.g: (condition1 AND condition2) OR condition3. Please allow this grouping, similar to the Advanced Find capability.

Read more...
0 Comments

Read more...
0 Comments

Category: Business Process (0)

STATUS DETAILS
New

Dynamics 365 Sitemap Editor - Please allow Save As or Copy From in Sitemap editor


The new Dynamics 365 Sitemap editor is a good addition to the platform capability to be independently providing UI editor for sitemap.

However, in most cases, we tend to use an existing sitemap as a template and remove/add the component as required.

The current experience ...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Rounding problem with roll up field on multi currency scenario


I encountered an issue with Dynamics 365 rollup field on currency field. The scenario is as follow:

  • Organisation's base currency = AUD
  • Opportunity's currency is set to USD
  • We have a custom entity that captures a currency value. This custom entity has rel...

    Read more...
    1 Comments

    Read more...
    1 Comments

    Category: Customization and Solutions (0)

    STATUS DETAILS
    New

Please add built-in optimistic concurrency to the UI/Configuration


At this moment, the only way optimistic concurrency to work is via plugins through SDK messages. It would be great if the system can have it enabled as part of configuration without the need of creating any custom code.

Read more...
0 Comments

Read more...
0 Comments

Category: Data Management (0)

STATUS DETAILS
New

Please provide more information when Virtual Entity configuration doesn't work


Currently when virtual entity configuration doesn't work, it is showing up a very generic error message: "Entity could not be retrieved from data source."

Please provide more in...

Read more...
2 Comments

Read more...
2 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Please allow applying themes for specific apps


 Currently with the App concept in Dynamics 365, sometimes an organisation is deploying multiple "Apps", it would be nice to be able to quickly identify on which app that the user in, as well as a give a sense of "ownership" to the app when it can be branded to the specific team/business ...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Please allow relabel the message of the empty subgrid


Currently when a subgrid is empty, somehow it is showing unfriendly message, sometimes it's showing schema name. Please allow admin/customizer to be able to relabel this text.

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Please provide the ability to report on where is the contact in the customer journey


At this moment, when we see the customer journey progress, we can only see via Insight form where it shows how many successful, failed, in progress. But we could not report who is in what stage in the journey. Also from the contact point of view, I would like to be able to see what customer jo...

Read more...
3 Comments

Read more...
3 Comments

Category: Customer Journey (18)

STATUS DETAILS
Needs Votes