Geo replication of single instance
A lot of companies are geographically dispersed around the globe but work as one team, requiring access to the same set of data in Dynamics. However, with some colleagues located on "the other side of the world", network latency degrades performance, even using Unified Interface. A while back it...
Run a Power Automate flow from advanced find
From within Advanced Find its possible to select multiple records and run a workflow, however this hasn't been improved like the rest of UCI. It should be possible to also initiate a Power Automate flow on records selected in Advanced Find.
UCI privilege missing error should contain the name of the missing privilege
Before UCI, a user missing a privilege needed for workflow etc would throw an error which contained the name of the missing privilege. However under UCI a generic message is displayed which make resolving the issue time consuming guess work. Error message should contain the privilege name.
Extend alternate key concept to global and local option sets
To aid integration with external systems alternate keys can be defined for entities (https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/define-alternate-keys-entity) This concept should be extended to local and global option sets (including status reasons) to a...
Allow bulk data import operations via API
We can upload a CSV via bulk data import through the UI. It would be great to be able to do the same with an API call.
Allow upsert operations with data import functionality using alternate keys
We can define alternate keys already, for example account number rather than GUID. The data import function should be able to import data using the alternate key and update existing records with existing alternate keys and insert new records with alternate keys provided.
Set a default app per user
With Team Members being forced onto the team member app, and other users on a custom app it becomes essential to be able to set a default app per user allowing URLs in emails, reports etc to have no appid but ensuring a user won't land in an unauthorised app or, worse still, in no app.
Calculated field to have a function to replace null / empty value within the calculatio
Currently if you want to use a field for a calculation that may be null you need to put complex compound if clauses to deal with it or have an intermediate field that checks for null and replaces it. It would be great to have an inline function (like the way DIFFINDAYS works) to substitute nulls ...
Security model for matrixed organizations
Currently it's possible to set security permissions on a business unit hierarchy, however many organizations are matrixed and accessing CRM data. So we want to be able to set up security permissions (create / read / write / delete / share etc) on more than one hierarchical dimension. For example ...
Provide option to use AD Display Name for users in Dynamics
Currently Dynamics 365 is sychronised with Office 365 Active Directory for users, and users are displayed with their full name, taken from the first name and last name fields. However AD supports Display name which is useful in countries with long legal names but shorter day-to-day names (such...