User Profile

BUG: Quick Find Search not searching on 'Find Fields' on Unified Interface dashboards


The Quick Find Search find fields does work in the Unified Interface unless the grid is on a dashboard. I am unable to search on search columns besides the name field.

Read more...
0 Comments

Read more...
0 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
New

Attach/Upload multiple Photos through the mobile app


Our users often take pictures outside the mobile app and then want to upload all of them to CRM once they leave a store visit. It becomes very slow to have to upload them one at a time.

Read more...
0 Comments

Read more...
0 Comments

Category: ()

STATUS DETAILS
New

Ability to sync tasks that are created in outlook into CRM


Currently tasks created in Dynamics sync out to Outlook and once they are there they sync back and forth between Dynamics and Outlook. Our users are trying to use the To Do application which creates tasks and syncs them with outlook. Those tasks are not syncing into Dynamics. When we create ta...

Read more...
0 Comments

Read more...
0 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Needs Votes

Post reply records should be able to be extensible through Power Automate


There is a business need to have users notified outside of CRM that there has been a reply to their Post. We could do this with Power Automate but we don't have access to the post reply records.

Read more...
0 Comments

Read more...
0 Comments

Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

View system jobs that have run on a record


In the legacy interface we could view background processes and real-time processes to see the system jobs that ran on a record. I need to switch back to the legacy interface to find these quickly to help debug if needed. Please add these back to the unified interface even if they are able to on...

Read more...
0 Comments

Read more...
0 Comments

Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

Need to see a list of all active and inactive process


Currently we can get to a lot of the administrator settings from admin.powerplatform.com but it doesn't appear that we can see and filter a list of system processes. We can get to these from a solution, but as I have many similar workflows running, I need to see a list of them so that I can clic...

Read more...
0 Comments

Read more...
0 Comments

Category: Admin Center (201)

STATUS DETAILS
Needs Votes

Allow Timeline to exist on multiple tabs


Currently the Timeline can only be added once to a dynamics 365 form. By allowing it to be added in multiple tabs, I am able to continue to display the timeline when the system automatically opens another tab. This is important for a Business Process Flow when each step may want to display di...

Read more...
0 Comments

Read more...
0 Comments

Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

Open Record Set is Paginated


After selecting a record from a view in dynamics you can click 'Open Record Set' which shows all other records in the view that you were in. This is a great and highly used feature that only shows up to 250 records from the page you are on. It would be great if this could be paginated once yo...

Read more...
1 Comments

Read more...
1 Comments

Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

Azure Synapse Link able to access Dynamics Metadata tables for Export


We are in the process of moving from our Data Export Service environment to the Azure Synapse Link and Data Lake. One feature in the Data Export service was heavily used by our reporting was the GlobalOptionSetMetadata table and OptionSetMetadata table.


Azure Synapse Link's M...

Read more...
0 Comments

Read more...
0 Comments

Category: Automation and Tooling for Administrators (71)

STATUS DETAILS
New

Customer Type lookup fields clickable from dataverse search views


Both Contact (Parent Customer) and Case (Customer) lookup both Contacts and Accounts.


When you use the global dataverse search and get results, you are unable to navigate directly to that customer because it isn't set up as a url whereas normal lookup fields can be clicked on....

Read more...
1 Comments

Read more...
1 Comments

Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
New
  • 1
  • 2