Allow multiple files to be attached on each "Sales Literature" upload
Today, when one adds something under "Sales Literature" - you can one add 'one' file - to each Sales Attachment. It would be awesome if we could load multiple files instead. This would allow us to group information related to the same 'subject' or 'topic' .. into one 'folder" / place... We us...
When a DB is shared, automatically share underlying views and charts
When I share a dashboard with other users, I would like the System to automatically 'share' the underlying Views or charts / items - that might be displayed on the Dashboard.
See the words "System Views" vs. "My Views" in Lookup View in UI app
When I am looking up a record and changing Entities - CRM presents me with a list of the available views in that Entity. However, I cannot 'see' when the System Views ends, and the list of "My (custom) Views" starts. These 'words/ labels' / dividers used to be visible in the Legacy app and was ...
Show the owner of "Dashboards"
I want to be able to see the "Owner" of a shared Custom Dashboard just like you can see the "Owner" of Custom views using the "Advanced Find". Being able to see this would be so much easier to manage and edit / clean them out as needed... when so much is shared with so many users. Right now the...
Go back to displaying "System Views" first on the list of Views.
I REALLY hope we can go back to displaying the System Views first on the list of views - so that the User experience is CONSISTENT across all Users. In the Spring 2020 Wave 1 Release, MS has flipped the order.. and I find this absolutely awful. As the Business Admin - as we have dozens of Cu...
Dashboards-Need to "Save", and once saved, needs to be obvious
When a Dashboard is edited, the tool needs to 'show' me that I have 'unsaved' changes on the bottom of the screen, just like it does on Records or Custom views. And once I click on 'save', it should show me / confirm - that is has indeed- saved the changes. Right now in Dynamics -there is NO in...
Ability to sort multiple cols & specify sort order on Views
With UI, it is now easy to sort any column on a View. It would be tremendously useful if a User could sort multiple cols, and specify the sort order. So example - sort View first by Company Name (A-Z), then, City (A-Z) by Revenue (Descending) .. or Sort my System view by Sales Rep name (A-Z...
Supress "Select All" on a multi-option set drop down options
Allow Business Admins to 'suppress' the "Select All" option on a multi-option drop down field so that we can prevent lazy users from simply selecting "Select All" and entering all the options on the list... when instead, we want them to thoughtfully select only the ones that apply.
Basic User Audit reports should be OOB
It would be super helpful to Business Admins if MS could provide a standard OOB report that displays some simple statistics about a User like: 1) Last login date / time 2) # of records created - based on a time filter ..... and if a 2nd report can allows us to drill down to the Entity / recor...
"Status" field of User needs to be available in Advanced find
It would be super useful if the "Status" field of a Dynamics 360 User (so Enabled or Disabled) cannot be pulled into a View using the Advanced Find feature. This would help Admins review Users as they are set up or disabled from the tool by pulling them into a View.