Hide/show entire tab using business rule


We would like the ability to hide/show entire tabs, not just individual fields, based on business rules. This would allow us to just have one rule to hide a group of related fields, rather than have to do each one individually.

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Add ability to schedule time-specific workflow/actions from GUI


It would be very useful to be able to schedule workflow and/or action runs at specific times within CRM. Right now the alternatives seem to be to use the Timeout step to make workflows wait a certain amount of time - however, if you want them to fire at 2:00am, for example, you either have to...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Declined

Add ability to schedule time-specific workflow/actions from GUI


It would be very useful to be able to schedule workflow and/or action runs at specific times within CRM. Right now the alternatives seem to be to use the Timeout step to make workflows wait a certain amount of time - however, if you want them to fire at 2:00am, for example, you either have to...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
Declined

Have a very clear path for bug reporting (to MS)


I'm not at all clear on where I should be submitting product bugs to Microsoft for CRM.  Theoretically they could be put in as support requests, but we don't have a support contract.  I used to put them into Connect, but that's been moved here - however, this site seems far more focu...

Read more...
1 Comments

Read more...
1 Comments

Category: Platform (176)

STATUS DETAILS
Needs Votes

Make relationship field mapping functional on Customer fields


We've tried adding a field mapping to a relationship between two fields of type "Customer".  It allows us to select Customer type fields, but any time we create a new record through the relationship we get the error "Invalid Argument".  (This is in 2016 On-premise.)  It would be...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Expand multi-currency be allowing "to" and "from" currencies


Currently all CRM does is allow for translation of some other currency (one single type for an entire record) to the organization base currency.  This is only useful in a limited number of scenarios.  It would be much more useful if each currency field had a "to" and "from" currency,...

Read more...
1 Comments

Read more...
1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
New

BUG REPORT: Wrong URL in Dynamic Worksheet when using IFD


We're running Dynamics 365 on-prem.  After we deployed IFD, new dynamic worksheets that are exported are using the IFD url (i.e. orgname.domain.com) in the connection properties instead of our internal url (servername.domain.com/orgname), and therefore don't work.  They work if ...

Read more...
0 Comments

Read more...
0 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
New

Don't return (or differently flag) workflows when using getSteps on a BPF stage


  Let's say you use javascript to get the active stage, and then the step collection (using code similar to this - https://neilparkhurst.com/2015/11/01/crm-business-processes-and-jav...

Read more...
0 Comments

Read more...
0 Comments

Category: Unified Experience: Search, navigation and performance (1130)

STATUS DETAILS
Declined

Add method to retrieve EntitySetName for use with WebAPI


There should be a method like Xrm.Page.data.entity.getEntityName() to get the EntitySetName instead of the logical name, since that's what we need to use to construct WebAPI queries.

Read more...
0 Comments

Read more...
0 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
New

Fix View Selector for N:N subgrids


Currently, if you have an N:N relationship defined, you can go to the subgrid on one of the entities and select options about the view - which to use as default, whether to enable or disable the view selector, etc... Except none of it works. It only ever uses the lookup view, regardless. So th...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New