Business Process Flow - Next step not available on tablet client
Problem: We customized a sales business process flow (Lead --> Opportunity) defined by our own needs.
Now after completing the lead process, we are creating an opportunity with realtime workflow. After the real time workflow has finished, we have the opportunity to select the created opport...
Use selected view for search
If you search for a record in a specific view via search field, CRM should stay in this view (display the columns of this view) and use the filter criteria of this view (e.g. created on the last 6 months).
When you search something in the actual version, CRM changes to "Search View" and...
Availability of time only field
Date only field is already available, but our customers often need a time only field (e.g. templates for appointments). It would be nice, if there is a time only field in CRM
Opportunity Close - Enable entity for creating 1:N relationships
With introducing of Wave 1 2020 we are able to customize the Opportunity Closing Dialog, handled in entity "opportunityclose". Currently it is not possible to create a 1:N relationship (Lookup) from this entity to another one, since CanBeRelatedEntityInRelationship is disabled in entity metadata ...
Create Sharepoint Document Location - although other location types are already in place
When working with Sharepoint Integration in Dynamics, usually a Sharepoint Document Location gets created automatically by the system when opening a record and selecting the "Documents" tab, if there is not already a Sharepoint Document Location in place. When a Document Location is already in pl...