Compare 2 attributes in Web API filters


Currently the Web API allows filtering such as: $filter=revenue gt 100000 with the limitation that the left hand side of the equation must be an attribute and the right side of the equation a constant. The filter should allow comparison of 2 attributes such as: $filter=modifiedon gt createdon

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Category: Collaboration including Teams and Office 365 Integration (49)

STATUS DETAILS
New

Lookup fields on opportunity close


Now that opportunity close form is customizable, add ability to include lookup fields on opportunity close.

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Category: General (73)

STATUS DETAILS
New

Calculated fields - extra math functions


Calculated fields provide some math functions specifically around dates, however additional functions would be useful such min or max of 2 or more fields/values.

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Category: General (73)

STATUS DETAILS
New

Access opportunity close entity in workflows


Now that opportunity close is customizable, it should be possible to trigger a workflow on the opportunity close record just like other activities.

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Category: Lead Management (58)

STATUS DETAILS
New

Provide privilege name in error message in UCI


In the legacy interface any permission error message showed the privilege name, making fixes easier. UCI error message doesnt show the privilege name.

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Category: Unified Experience: Search, navigation and performance (999)

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Needs Votes

Record security based on attribute values


We would like to assign roles to users but apply an overlay based on attribute values in the records. Use case is where we have product managers that should be able to view records across geographies and business units restricted to their products.

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Category: Unified Experience: Search, navigation and performance (999)

STATUS DETAILS
Needs Votes

Standardise use of SchemaNameor LogicalName in API record create/update


Currently if you want to make a REST API call to create or update a record in Dynamics CRM, then you need the attribute name needs to use either: - the LogicalName for out-of-the-box attributes - the SchemaName for custom attributes The LogicalName and SchemaName usually only vary by case, and ...

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Category: Automation and Tooling for Administrators (18)

STATUS DETAILS
New

Record access security for matrixed organisations


We, like many have a matrixed organisation such that: Sales are organised into geographies (territories in CRM) Products are organised into product lines and then lines of business. We have a third demension of contracting entity, related to multiple legal entities, managed by finance. The curre...

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Category: Admin Center (39)

STATUS DETAILS
New

Have additional math functions in calculated fields


Currently calculated fields allow basic math, and some date functions such as diffindays, however there are missing math functions which would be useful such as: max(a,b,...) - return the maximum value from the list provided min(a,b,...) - return the minimum value from the list provided abs(a) - ...

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Category: Forecasting, Goals, Gamification, Territories (5)

STATUS DETAILS
New

Automatically build customer's organisation chart using LinkedIn and AI


Using data from LinkedIn and existing contact data, automatically build the customer's organisation chart populating the manager field and enriching the contact information fields from data gleaned from LinkedIn.

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Category: Relationship Intelligence (Who Knows Whom, Talking Points, Notes Analysis) (24)

STATUS DETAILS
New