Provide OOB ability to store attachments to Sharepoint/Azure for D365 for Sales
Provide OOB ability to store attachments to Sharepoint/Azure for D365 for Sales Or Provide OOB ability to prevent attachments being attached to Notes and other documents. This request is to help with providing and supporting a consistent experience for users when Sharepoint/Azure is used for d...
Provide consistent user experience by providing "Document" functionality inside main forms for entities
To provide a consistent user experience, please provide the ability to put the "Documents" functionality on the Main form for entities that are configured to store documents on Sharepoint Online/Azure. Right now it is out of their normal process to click on the down arrow next to the record nam...
Unify CRM and SharePoint Security model
Please unify CRM and SharePoint security model, so security settings on CRM Entities can be propagated on related SharePoint Document Libraries or Sites. Not doing this means having potential security breaks. For example, users not allowed to see a CRM record could still access a SharePoint Doc...
Update documentation for copy Tier 2 to Tier 1 environment to include proper timing of applying customizations.
We recently followed the instructions to copy a Tier2 to Tier1 on page: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/database/dbmovement-scenario-exportuat#known-issues The instructions do not specify where customizations should be applied to the target environme...
Activate Activities on Product Entity
Please enable the ability to enable Activities for Entity Product. This will allow timeline for Product. Would be especially useful for PSA when creating new Products in Project.
Provide way to identify licensed users to Customer Engagement in the Customer Engagement App
Need way to identify within Customer Engagement app, the users who are licensed users.
Assign Bookable Resource when Resource Assignment is assigned
When assigning a Resource Assignment Record: If the current owner of the record matches who the record is being assigned to, the bookable resource is not updated. If the current owner of the record does not match who the record is being assigned to, Microsoft updates both the owner of the recor...
Please add ability to convert PDF and Word documents created in Customer Engagement to Excel retaining format
Customer Engagement provides the ability to produce documents using word templates in PDF or Word form. Please provide a way for us to take those documents and convert them into excel worksheets. I have tried the suggestions online for converting the documents, but the format is not retained,...
Bulk Edit for Account Entity from Advanced Find - uses form not known or controlled by Customers
Bulk updates to Account records via Advanced Find used to be huge time saver for Users. Users would specify their own criteria for Account records to update, and update in bulk on a form that is defined and enabled in the environment. Now, we are presented with a form we have no knowledge of ...
Need Ability to export rdl for OOB report, modify the report, and import as new report
Once upon a time, in a far less sophisticated version of D365CE, we were able to export the rdl of an out of box (OOB) report, modify it with SSRS, then import it as a new report. This was a very powerful feature since the OOB reports were not modifiable in D365CE. Many times, an OOB report wa...