Add tagging functionality to all entities


It should be possible to tag a record with keywords. This makes reporting/analytics easier than parsing free text fields. The list of keywords should be centrally managed and a keyword should have an active/inactive state such that it can be prevented from future use. A multi select global option...

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2 Comments

Category: General (1425)

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Needs Votes

Allow many-to-many relationship between activities (appointment, email, phone call) and other entities


I am looking to implement keyword tagging functionality on all entities (https://experience.dynamics.com/ideas/idea/?ideaid=83d8611a-ae87-e911-80e7-0003ff68897c). If a many-to-many relationship could be created between an activity and a custom 'Tag' entity then this would work perfectly. It wou...

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0 Comments

Category: General (1425)

STATUS DETAILS
Needs Votes

Add multi-select option set to mobile task flow


Mobile task flow does not allow you to update multi-select option set fields

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0 Comments

Category: General (1425)

STATUS DETAILS
Needs Votes

Allow new records to be created using mobile task flow


Currently only supports updating an existing record. The interface is better than quick create, so it would be useful to use it for creating new records.

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0 Comments

Category: General (1425)

STATUS DETAILS
Needs Votes

Allow option set values to be active/inactive


Allow option set values to be removed from drop downs (field shows active options only) without losing the data in all records that referenced that option.

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1 Comments

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1 Comments

Category: General (1425)

STATUS DETAILS
Needs Votes

Enable quick create form for Connection entity


Enable quick create form for Connection entity

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0 Comments

Category: General (1425)

STATUS DETAILS
Needs Votes

Restrict connection record lookup based on role


The record From/To lookup for a connection will search most entities, even if that entity is not compatible with the role. An error will occur when saving, but the lookup should exclude records that are not compatible rather than allowing them to be selected and then failing to save.

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0 Comments

Category: General (1425)

STATUS DETAILS
Needs Votes

Reduce font size in Dynamics 365 for Phones


The font size and field padding leaves very little space for showing data, particularly problematic with attendee lists, subject fields or long account names.

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1 Comments

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1 Comments

Category: General (1425)

STATUS DETAILS
Needs Votes

Increase text box size in mobile task flow


A text area field in a mobile task flow only provides a single line text box. This needs to allow for more space.

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1 Comments

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1 Comments

Category: General (1425)

STATUS DETAILS
Needs Votes

Add ability to concatenate values in business rules


Auto naming records based on values within fields requires workflows. It should be possible to set the name of a record to other fields concatenated together. Business rules currently do not support concatenation.

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0 Comments

Category: General (1425)

STATUS DETAILS
Needs Votes