Add a Function to Download SSRS Reports as C# from Dynamics 365 Portal
Currently, reports registered in Dynamics 365 can only be edited and downloaded in Dynamics 365 Customer Engagement. However, rewriting SSRS reports to C# is required a lot of work and it is inconvenient to use reports only with Dynamics 365 Customer Engagement. If we can download reports as C# f...
Enable to Set Show/Hide of System Views Depending on the Security Role
We would like a function to set Show/Hide of System Views depending on the security role. If the Show/Hide of System Views can be set for each security role, the record owner can show and hide any field. The function will improve the availability of Dynamics in the customer business.
Enable to Specify the View Filter Default as [Contains] Instead of [(not set)]
We would like to specify the View filter default as [Contains] instead of [(not set)] and be able to specify the filter when customizing the view. When the View is displayed, it is great to change it to other filters such as [(not set)] from the pull-down while being filtered to [Include the foll...
Information remains in the history of the Expert Chat. We would like to link the history (e.g. PDF or pictures) with a work order in Field Service.
Currently, there is not much information about integration of Remote Assist and Field Service. If the function to link the history (e.g. PDF or pictures) with a work order in Field Service is available, please list the information on Microsoft Docs. If the function is unavailable, please add t...
Enable to Link the Pictures Shared in Remote Assist with Work Orders in Field Service
Currently, there is not much information about integration of Remote Assist and Field Service. If the function to link the pictures shared in Remote assist with work orders in Field Service is available, please list the information on Microsoft Docs. If the function is unavailable, please add ...
Enable to Change the Status of a Work Order in Field Service to “Completed” by Using Remote Assist
Currently, there is not much information about integration of Remote Assist and Field Service. If the function to change the status of a work order in Field Service to “Completed” by using Remote Assist is available, please list the information on Microsoft Docs. If the function is...
Export a Record as an Excel File from [Project Tasks] in [Schedule] Tab
Since [Export Project Tasks] button is not existing on [Project Tasks] in [Schedule] tab, we cannot export a record. We need a function like [Export Project Tasks] button to export a record as an Excel file.
Relate Child Records to a Parent Record in [Opportunities]
We need a function to relate child records to a parent record just like in [Cases]. We would like to bring the following functions implemented in [Cases] to implement in [Opportunities] also. ・The function to inherit the field values of the parent record to the newly created child record. ・The f...
Display [Opportunities] Templates in the Search Results When Creating an Email from the Timeline
[Actual Results] When creating an email from the timeline in [Opportunities] record, a specified record is automatically registered in [To] field. Even if [Opportunities] is set in [Regarding] field, [Opportunities] templates are not displayed because the record set in [To] field takes precedence...
Use Anchor Function in Preview of Knowledge Articles by Any Browsers
We know the issue that the anchor function is not supported in preview of Knowledge Articles on Edge and Chrome and it is already registered as a bug. We would like you to fix the behavior until this October. Especially in Chrome.