• 31

    Dual-write - allow System Administrator to add a new table mapping

    Suggested by Costin Boldisor-Buta New  1 Comments

    According to the current documentation (https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/dual-write-troubleshooting-dual-write-module#error-when-you-link-the-environment-for-dual-write-or-add-a-new-table-mapping), only the user who set up Dual-write initially is able to add a new table mapping. A system admin is only able to edit table mappings. This is poor user experience - admins are allowed to unlink the environments but they're not able to add a new mapping. There may be some technical reasons behind this but few user would consider it good design. Requesting to allow new table mappings to be added by users other than original admin.

  • 30

    Make 'ExportPdfDocument' organisation request and 'exportPdf ' API action public

    Suggested by Ben Walker New  2 Comments

    Until recently, it has been possible to programmatically generate a PDF from a Word Template by either making a request like this OrganizationRequest("ExportPdfDocument"), or calling the exportPdf action. This latter method is publicly documented: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/developer/exportpdf-api Calls to this are now receiving the response: 'The private ExportPdfDocument request cannot be called from this plug-in because it has a different solution publisher.' and Microsoft support say that these methods, although publicly available, are only intended for private use by Microsoft. These methods were very useful and their withdrawal leave us with no supported way to programmatically generate PDF's from Word templates. Power Automate is an option, but not if customers want real-time generation of PDF's. Other customers require merging of several PDF's - again not possible using Power Automate. The only other alternative seems to be buying some 3rd party tool to do the conversion. Please re-instate this functionality and make it 'public' and support it.

  • 30

    Able to handle more than 5000 views in App Designer

    Suggested by MAYU YOKOYAMA New  0 Comments

    When you valid some views for an app, you will use App Designer. However, if there are more than 5000 views in one Dynamics CRM environment, there are times some views you make them valid will automatically changed invalid, and not to see the views on the App. If App Designer can handle more than 5000 views, it will not happen, you make some views valid for the App, then you can see the views in the App (Dynamics CRM screen). 通常App Designer で実施したビューの有効化設定が保持され、各アプリから有効化されたViewが閲覧できる。 しかし、現在、環境内のViewが5000件以上の場合、App Designer で実施したビューの有効化設定が保持されない場合がある。 これにより有効化したはずのViewがDynamics CRMの特定のAPP上で見えなくなってしまう現象が発生している。 これを改善し5000件以上(10000件等)の数のViewの有効化設定が保持できるようにして頂きたい。

  • 29

    Add the option to add a background color to the headers of panels in a CRM record

    Suggested by Jerry Gatton New  2 Comments

    Currently, there is no option to customize the headers of panels in a CRM record to add a background color, resulting in a solid white sheet for the panels. This causes users to have to scan harder for different information on the panel, leading to signficant eye strain over time. We would like the option to customize the background color of headers of panels in a CRM record.


  • 29

    Allow addition of existing Instant Cloud Flows to Solutions

    Suggested by Stuart Hardman New  1 Comments

    With the capability to create Instant Flows from within Business Central it has become more apparent that there is no easy way to package these flows into a Solution.


    There should be the ability from within a Solution to add an existing Instant Cloud Flow.


  • 28

    Option (or Automation) to re-index calculated fields imported as part of a managed solution

    Suggested by Jon Downing New  0 Comments

    Sometimes when calculated fields are imported as part of a managed solution, they stop working (no longer calculate, are blank).


    Microsoft support have stated that when this happens, these fields need to be re-indexed.

    At the moment the only way to do this is to manually update, save, reset and save each problem calculation in the default solution.


    It should be possible to kick off a re-indexing of all calculated fields for an environment, or even better - this should be part of the import job and done automatically upon manage solution import.



  • 27

    Request to control deployment time for OOB solution

    Suggested by Ryan Dang New  1 Comments

    We would like to have feature that can control deployment time for out of the box solution. The feature should allow us to schedule special time for system solution to avoid slow performance by Microsoft's solution during working hours.


  • 26

    Anchored Solution

    Suggested by Wouter Van Deuren New  1 Comments

    The same logic used for the Microsoft solutions. The possibility to link solutions to each other. For example, by mark the base solution as Main Solution on the new solution.

    So if you have a "base" solution and you want to make an extra solution to keep certain things apart, make sure that that extra solution is placed in the layering just above the base solution.

    This way you can also deploy faster because you can keep the solutions small.


  • 26

    Improve the issue while running too many tables at the same time.

    Suggested by Duke Trinh New  0 Comments

    Customer encountered an issue during the initial sync of tables for the Synapse link. As a workaround, we suggested removing the table from ASL and adding it back again. However, due to the large number of tables, we need an alternative solution to resolve this issue effectively.


    Request:

    Please assist us in finding a better way to address this problem.


  • 25

    Dataverse System Tables (Base) Dashboard

    Suggested by Eder Dorneles de Andrade New  0 Comments

     Idea Recommendation for Managing System Tables in Dataverse  

     

    To enhance transparency and control over system tables in Dataverse, I propose a System Table Management Dashboard with built-in tools and clear visibility for users/customers to manage data, solutions, and privileges effectively.  For example we have a constantly growing WeResource Base Table, whcih we have to ope a support ticket, in order to Microsoft run a script to delete ophaneted customization records

     

     

    Key Features and Benefits

     

    1. Transparency of Data

      - Data Source Labeling:Every system table should include metadata showing:  

        - Origin of Data: Which solution (managed/unmanaged) introduced it.  

        - Purpose: A short description of its role in the system.  

      - Solution Mapping View: A dashboard that visualizes which tables and components belong to which solution,  1st and 3rd party customizations, solution imports and installed applications metadata.  

     

    2. User Privileges and Rights Management 

      - Granular Permissions: Since Microsoft has defined that the relationship between a user and the data, not the application or environment owners determines access, this functionality should extend to managing system tables.  

      - Role-Based Management: Customers and administrators should have access to this functionality based on their assigned roles and rights, enabling them to:  

        - View and manage data associated with system tables.  

        - Execute cleanup tasks (e.g., removing orphaned customizations).  

      - Audit Trails: Log all changes made to system tables, including data modifications, schema updates, and deletions, ensuring secure and accountable management.  

     

    3. Orphaned Customization Cleanup

      - Built-in Cleanup Tool: Replace the existing script-based approach with a user-friendly feature that:  

        - Identifies orphaned customizations (e.g., unused fields, orphaned records, deprecated tables).  

        - Provides a preview of items to delete, along with their impact on solutions or applications.  

        - Allows users to approve deletions directly within the Dataverse UI based on their roles and privileges.  

      - Impact Assessment: Notify users of dependencies before deletions to prevent accidental system issues.  

     

    4. Enhanced Table Documentation

      - Each table should have a "Description Tab", where metadata like:  

        - Creation Date  

        - Last Modified Date  

        - Associated Solutions  

        - Dependency Tree (showing related tables and components)  

        - User-defined annotations  

        can be displayed.  

     

    5. Customization Validation Reports

      - A Validation Tool to:  

        - Identify conflicting customizations across solutions.  

        - Highlight unused components for potential cleanup.  

     

    6. Open Architecture Approach  

      - Ensure that all management tools, including cleanup functionalities, are fully accessible through APIs or Admin Center Tools, so customers can integrate them with their workflows if desired.  

      - Avoid black-box features; instead, provide clear documentation and functionalitoes and transparency on what operations the system performs.  

     


     

    Implementation Roadmap*


    1. Phase 1: Data Transparency on Dashboard

    2. Phase 2: Cleanup and Validation  on Dashboard

    3. Phase 3: Privilege Management on Dashboard

    4. Phase 4: Documentation and APIs and Tools for all Funtionalities  

     

    Expected Outcomes

    - Improved Admin/User Confidence: Transparent data and solution management reduce confusion and trust issues.  

    - Operational Efficiency: Built-in tools for cleanup and validation save time and reduce risks.  

    - System Integrity and Compliance: Role-based access ensures users and administrators operate within defined rights, upholding system integrity and security.  It should be already like that.

     

    By embedding these features into Dataverse and aligning them with Microsoft’s user-role-based access control model, customers and administrators will gain the functionality and transparency needed to manage their environments effectively while staying aligned with modern data governance principles.