Improve the formatting of PowerBI Dashboards created in CRM


When we try to create CRM dashboards as a “Power BI Dashboard” in D365, we lose a great deal of the functionality. Page tabs of the reports are no longer there, and there is an extra scroll bar because the report no longer fits on the page. These are user functionalities that are not ideal, and i...

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Category: Reporting and Dashboards (29)

STATUS DETAILS
New

Data Management should be allowed to be added to site maps in UCI


Navigation features such as the Data Management feature (among others) are not available in the site map anymore in the new UCI design, and are restricted to PPAC. It would be great if these could be enabled to be added back to site maps of model-driven apps in CRM so that users can continue usi...

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Category: Unified Experience: Search, navigation and performance (1051)

STATUS DETAILS
New

Users should be able to use sites within an iframe embedded in D365


At this time, it is possible to embed an iframe in CRM, but it is not possible to go through the login process within the iframe and keep your CRM users within CRM while they navigate the site. Users should be able to login to a website/portal through an iframe embedded in D365 and continue to u...

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Category: Reporting and Dashboards (29)

STATUS DETAILS
New

In Event Registration, there should be an OOB feature to check for the business unit of contacts that are added so the correct contacts are added


Setup: -There are 2 events owned by different business units that own the record -There are 2 contacts in the system - 1 contact is owned by "5104 Team", and 1 contact owned by "3667 Team" (each team in different business unit) Repro: -A Contact is registered for an event owned by the "5104" Tea...

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Category: Event Planning and Management (137)

STATUS DETAILS
New

There should be a way to see and report Work hours for all resources in one place


There are many scenarios where employees forget to set up hours, or schedule them incorrectly, and it would be helpful to have a place that shows an overview of all the sites that are open, and when. Right now within Bookable Resources, users need to click into sites (records) individually to ch...

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Category: Universal Resource Scheduling (187)

STATUS DETAILS
Needs Votes

Dashboards navigate users back to the first page even when the record they closed is on a different page


When users click through the pages of a dashboard and open a record, then mark it as complete and close it, they are brought back to the first page of the dashboard instead of returning to the page that the record was located on. This behavior reproduces in both online and onprem environments, a...

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Category: Reporting and Dashboards (29)

STATUS DETAILS
Needs Votes

Requesting a feature that we can use to filter the audit log "Update" events


There is currently no deliberate way to only isolate the specific activity within the audit history "Update" events, and users must filter by field, which doesn't get them very close. We need a feature added that allows users to filter between the various update events in the audit log (i.e. act...

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Category: Unified Experience: Search, navigation and performance (1051)

STATUS DETAILS
New