Plugins do not trigger on SetState/SetStateDynamic of Queue Item
We created a plugin that was set to trigger on the state change of a queue item. However, this plugin is never called. The queue items are deactivated automatically when the corresponding item is being deactivated.
Tried this on 3 different systems to make sure it wasn't an isolated ca...
Configurable Lookup Display column based on Language
Lookups always display the Primary field value when they are used on forms and in views.
When storing data that is multi-lingual in CRM entities, for example a list of countries, states/provinces or cities, only one language will be displayed regardless of the user's language.
Display Records Hierarchy in Portal Views
In the D365 CE web app, we have an icon on the left side that allow to see hierarchy of records. On the portal, it would be helpful to have a similar feature in the portal, or allow from a grid to expand a parent row to see its children records.
Ability to force portal contacts to reset their passwords after login
Here is our scenario 1. Users (contacts) are created with custom business logic (imported from legacy portal, non D365 based). 2. When the contacts are created, we set their portal login names and a temporary password, and we send them an email with that information to connect. 3. Once they are ...
Notification for time entry and work assignment events
PSA users should have the ability to set personal configuration to receive notifications when a - a Time Entry recall is requested - a Time Entry is rejected There are also other scenarios around work request and work assignments that should be configured. But enabling these notifications, havi...