Upload a file on an Opportunity entity with a �single� click. (Japanese display)
Unlike the English display, we still must select an icon first (looks like a table or a calendar) top right corner on [Document Associated Grid] under Files tab to display an [Upload] button. It would be awesome if we could just have that [Upload] button displayed already right on [Document Assoc...
Add a function to select Excel templates (such as task, email and schedule) from an activity entity�s command bar [Personal Excel Templates].
When creating, downloading and uploading Excel template, you would have to move to a specific entity to display the template which was uploaded on a command bar [Personal Excel Templates], and that is a lot of work. We would like to have a function to select added templates right under [Personal...
Associate the Field that Was Customized in the Account Entity, with the Checkbox that was Created in the Marketing Email.
[Step] 1. Click a wheel on the top right. 2. Advanced Settings 3. Customizations 4. Customize the System 5. Click [Entities] under Solution Default Solution>[Account]>[Forms] 6. From the System Forms, select Main [Account]. 7. Here, we would like to associate [Bulk Email] (within [CONTACT PREFER...
Able to Select [Suggest/ Don�t suggest] Optional Bundled Products.
It would be very useful, and we can manage opportunities even better if we get to specify whether we want to suggest a registered item to a customer or not. It was available with Web UI but it is not available with UCI. [Steps] 1. Sign in Dynamics 365 with admin center access 2. Select a pulldow...
Ability to Select Show/Hide a Button on a Command Bar on UCI.
Currently, to customize a command bar whether to show or hide a button from, we could only either edit XML data or use Ribbon Workbench to customize it. By giving the control on UCI to do the same customization, it would enhance users� experience and their work efficiency.