Performance in Dynamics CRM Online is very slow
It is rather inconvenient that overall performance in Dynamics CRM Online especially saving and publishing fields is very slow.
Also it takes quite long time to look up for regarding records. This needs to be improved.
Product Version：2016[8.1]
Ability to confirm if the report has run successfully
One of my customers would like to know whether the report has run successfully or not.
The customer needs to know the status of report so that they can proceed Cases accordingly. The customer used to have the internal software which makes it able to check the report status in each Case. ...
Bulk import/export feature for N:N relationships
The customer would like to associate one entity with related product lists from another entity, then display the whole lists in bulk that contains the information of multiple entities based on N:N relationships.
So that you will be able to use the lists which is previously used in Opportu...
Ability to select multiple fields within the form
The customer would like to associate one entity with Product fields from another entity.
However, currently Dynamics CRM Online does not allow users to select multiple fields at all once and associate them together within the form.
Other CRM product such as Salesforce is able to do...
‘Yomi fields’ feature for single line of text has disappeared after CRM Online 2016
When you create a new Field, it used to have ‘Yomi fields’ (‘Furigana = ふりがな’in Japanese) for those Fields with Single line of text.
However, ‘Yomi fields’ feature has gone since we have Dynamics CRM Online 2016.
Although the feature has ...
Allow the + button on Sub-grid to open a new form for ‘Only Related Records’
If the data source is set for ‘All Records Types’, you can easily add new record by clicking the + button on sub-grid.
However, if the data source is set for ‘Only Related Records’, it will show the magnifying glass icon, and still need to click
another plus...
Allow user to be part of multiple Teams
Currently you can’t have same user in 2 different Business Units in Dynamics CRM Online.
But in real scenario, one user could actually be part of 2 different Business Units.
Therefore, I would like to allow user to be part of 2 different Teams that are automatically created w...
A button which automatically find the old records from Opportunities
If you want to search the Opportunity record on May, 2015, currently you need to define the filters in Advanced Find.
e.g. [Created On] [On or after] [2015/5/1] and [Created On] [On or Before] [2015/6/1]
It seems not convenient at all. Just to find the old r...
What steps exactly needed to back up the data in Dynamics CRM Online
It says that ‘Customer is solely responsible for maintaining and backing up any Customer Content that it uses with the Service’ in the document.
However it doesn’t fully explain what steps and operation are required for users to ‘Backup’ the content.
Pl...
Changing Security Roles doesn’t reflect until cleared cache in browsers
When you re-assign the security roles on users, they don’t get updated unless you have cleared the cache in client browsers.
Dynamics CRM Online should be able to reflect the updated information as we change the security roles for the corresponding user.