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Open/Closed activity when creating


Allow a user to choose to "close" an activity before finishing the form. Our sales team logs a call in D365 right now by creating a call record, but there is no where to "Close" the record before saving and closing. This creates an annoying event where the salesperson creates the record, saves...

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Category: General (1848)

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stop segmenting ownership to the nth degree


If I want to share a dashboard with a team I have to do ALL of the following just to share a dashboard with them: Create a custom view Give Read access to team on view Create a chart for that custom view Give access to team on chart Create Dashboard Give Access to a team on chart If I give acces...

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0 Comments

Category: General (1848)

STATUS DETAILS
Needs Votes