Bulk Upload feature for security roles
To modify a security role, sysadmin has to manually modify each and every privilege (or optionally click the rows/column to toggle them together). But this process is repetititve, monotnous and tedious and extermely time consuming.
It would have been better if there was a feature to bul...
Ability to customize the Configuration System Views
It is presently, not possible to customize the views for entities within the customization menu.
For example, if I wish to include the attribute Searchable in the field explorer view of a particular entity, I can't modify this view. There should be a possibility to customize the system...
Notes & Attachment visiblity in Polaris
My customer works on CRM Online and doesn't use Office 365. They work heavily with attachments and want these to be visible on the front screen.
However, in the new flow UI, there is no possiblity to expose Notes & Attachment, independently, on the main form of the Opportunity. At least...
Dynamics CRM is unable to handle PKI encrypted emails (.p7m) in web client
In our project a x% of emails are sent encrypted by public authorities.
We do not use Outlook client and the emails are routed directly to CRM as email activities. We then figured out that any encrypted email lands as an email activity with an attachment (.p7m). It is not possible to op...
Teams/Users' custom security roles are removed on changing parent BU(s) relationships
The problem is best explained by simple illustration. Lets's say we have a BU hierarchy:
D->C->A , where A is the root BU and D is the child BU. Let's say, we want to introduce one more BU (B), so that new hierarchy looks like:
D->C->B->A
In the scenario, even though we aren't c...