Rollup Fields: more options for date filters
Rollup Fields Filter Operators are very basic (comparing strict values) and different than the one available in Advanced Find for Date/Time fields.
Filters would be more powerful if they had more options for Date Operators like:
- On or After
- Today
- Tomorrow
- Last x Year...
Easily send PDF documents (from SSRS Reports) as attachement to an e-mail
In most sales automation scenarios, users ask for the ability to send a quote, order, invoice etc, in a PDF format as an attachement to an email to their customers.
Currently, the only supported way to do this is the following:
- Run the corresponding report
- Export the r...
Enable translations for referential entities
In most international projects, there is a need for translations for referential data.
Typical Business Case: need a list of Countries, with their ISO Code, Telephone Prefix, ISO Abbreviations, etc.
Option-sets are *not enough* as we cannot set any additional property on ...
Google Analaytics Integration
Google Analytics is a free and powerful tool to get information on a website usage.
This could be leveraged in CRM in order to:
> Track CRM Users Navigation within the app
> Locate CRM Users on a map
> See Real-Time information on the number of connected users
> Get information ...
Add a supported method to programmatically export SSRS Reports
It would be very useful to be able to export SSRS Reports in a specific format (PDF, Word, Excel...) programmatically, both in JS and in C#.
Business cases: definitely a win factor to ease the life of Sales People.
- 1-clic download of documents through a customized button i...
New CRM Views options: enable Security Roles and display options (dashboard, subgrid...)
In most CRM projects, users can be confused by the amount of system views for an entity. Some of those views that are displayed to the user might not even be relevant at all because they are used only for:
- Certain types of users
- Certain parts of the CRM : dashboards,...
STATUS DETAILSDeclined
Add a Business Card scanning option (with OCR or QR code support)
When meeting new leads or contacts, it would be great not having to manually type their contact information in the Dynamics 365 mobile app.
Instead either:
1. Scan the front face and with OCR (like in Office Lens), fill the corresponding fields
2. Scan th...
Associate a Theme with an App module
Associating a Theme with an App Module would have multiple benefits:
- Better User Experience for companies that have different Business Units with multiple identities and that use a single CRM instance.
That way, each app would lead to a custom logo & co...STATUS DETAILSNew
Enable default Apps for Users based on their Security Role
App modules are great to customize User Experience for specific business needs by tailoring what users see (sitemap, dashboards, forms, views, graphs...).
Today they can only be associated with Security Roles to allow access to them.
However, most users connect to Dynamics 365 ...
Add default UX options for Entity Dashboards
Entity Dashboards are great for a better use of entity data, in a business driven format. However, they can't be set as "default" instead of the view, so they can't be pushed to users.
Can you please add new sitemap options for:
- Default Entity UX:
STATUS DETAILSNew