Add an option to avoid error when you "Assign" from Ribbon


When you Assign a record to another user who belong to another business unit which you don't have the Read privilege, from the form using the Assign button in the ribbon, the record is assigned but the user gets a credentials error.

I know this is by-design.
BUT, It would be nice t...

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Category: Unified Experience: Search, navigation and performance (1016)

STATUS DETAILS
Declined

[Field Service] Ability to set change default view of Schedule Board


When you open Schedule Board of Field Service, you will see two types of default view depends on how to reach Schedule Board.
There is no feature to set default view.

1. Open [Work Order] -> Click [BOOK]

Horizontal View
Schedule Assistant View <-default
Ver...

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Category: Universal Resource Scheduling (174)

STATUS DETAILS
Declined

Notification feature when Portal restart get done


It would be nice to have a function which enable admin to get notified when Portal restart has done. or UI/UX design which enable it.

On current portal admin are not able to know the portals restarts has done or not other than accessing the portal again.

It is very...

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Category: Platform (8)

STATUS DETAILS
New

Improve visibility of localized content of web page form on D365


When you add custom JavaScript/CSS to your Portal web page on multi language enabled environment, you need to add them to localized web page.

But current user interface of D365, it is hard to recognize whether you are customizing localized content page or original page.

It woul...

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Category: Platform (8)

STATUS DETAILS
New

[ESS Portals] "Discover Contoso" not able to delete


"Discover Contoso" is default sample value for content snippet [Search/Title].

When you delete the value from both CRM and Portals (Front side edit) for your customization, but the "Discover Contoso" never disappears.

You need to add value "<p> (←space of multi ...

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Category: Platform (8)

STATUS DETAILS
New

[OOB feature needed] Show portal users profile pictures


Currently there is no OOB feature to show portal users profile pictures.

When opening the profile page there is a "blank" picture profile view on the top left with the Users Name next to it.

I struggled and managed to make it by uploading image file to webfile and add...

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Category: Platform (8)

STATUS DETAILS
Declined

[ESS Portals] Current sign in behavior to portal top page should be improved


Current sign in behavior to ESS portal top page should be improved.

#Current behavior 1.

 1-1. When you sign in to Dynamics 365 then go to ESS portal home(/) page, you will see the portal home page but you are NOT being signed to the portal.
 1-2. So you have to ...

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Category: Platform (8)

STATUS DETAILS
New

Ability to use Word/Excel template from Portals


There is Word and Excel templates feature on Dynamics 365.

"You can take Dynamics 365 data and create Excel and Word templates to provide standardized documents or customized data analysis for your organization."

Title : Create Word and Excel templates from Dynamic...

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Category: Platform (8)

STATUS DETAILS
New

[OOB function needed] security role for OpportunityProduct/PriceLevel/ProductPriceLevel entity


Currently there is no OOB security role function to set OpportunityProduct/PriceLevel/ProductPriceLevel entity.
To realize that customization, you have to work with Ribbon Workbench.

Opportunity Product Permissions
https://community.dynamics.com/crm/b/dynamicscrmdevdownunder/...

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Category: Administration and Deployment (1)

STATUS DETAILS
New

A value of calculated field on CRM does not display on Portals.


In certain cases Portals does not show value on the calculated field while it is shown correctly on CRM. It would be nice that field on Portals behave as same as CRM and shows value correctly on Portals. #Symptom: A value of calculated field on CRM does not display on Portals. #Repro Step: 1. ...

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1 Comments

Category: Platform (8)

STATUS DETAILS
New