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Allow for "New Record" option on Lookups to be Configurable
Suggested by Jeffrey Hankin – New – 0 Comments
There are instances in which we want a lookup on a screen/form to be selectable only. Currently, there is always a "New Record" option. We'd like that to be configurable by screen so you're only able to select from existing options. This will help preserve data integrity. -
Add retrieve audit settings to the table definition Web API
Suggested by Eugene Clark – New – 0 Comments
The "IsRetrieveAuditEnabled" and "IsRetrieveMultipleAuditEnabled" settings are missing from the entity metadata returned by the Web API. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/entitymetadata?view=dynamics-ce-odata-9 Adding support for these, even as read only attributes would be helpful. We need to be able to run configuration monitoring against our environments to ensure that audit/compliance settings are consistent and correct across environments. The lack of support the above two audit settings limits our ability to effectively maintain compliance. -
Barcode Scanner Zoom Property
Suggested by Adrien SIMOES LOPES – New – 0 Comments
In PowerApps, a zoom property should be available for Barcode Scanner tool. Instead of zoom (which is available in most of IOS and Android barcode scanner apps), I had to use the stepladder to scan the QR code. -
Add the ability to monitor flow runs in the CoE starter kit
Suggested by Kunihiko Hayakawa – New – 0 Comments
The ability to monitor flows is not part of the CoE starter kit as per the following. https://docs.microsoft.com/en-us/power-platform/guidance/coe/limitations#monitoring-cloud-flow-runs Please consider adding this feature in future releases of the CoE starter kit. -
Downvotes help capture 360 feedback
Suggested by Gaylon Blank – New – 0 Comments
Love the new Ideas tool. Many sites have the upvote feature to help gauge how many people are also interested in the idea. Per instance being able to offer downvotes would also help collect complete feedback and people's overall perspective. Knowing that 1000 people like something might only mean than 5000 people ignored it. Having both positive and negative sentiment is a better way to gather feedback. -
Add ability to use AND/OR logic on related entities in Advanced Find queries
Suggested by Owen Spottiswoode – New – 0 Comments
Currently it is not possible to set up queries through advanced find that use the AND/OR operators - you simply cannot select them as part of a group. For example, the following query would not be possible through Advanced Find: select all records from the 'bookings' entity where the 'orders' related record does not contain data OR where the 'invoices' related record does not contain data. This severely limits how useful this tool is and means we have data spread across several views that should really be contained in one. For bonus marks, it would be great if we could use IF statements in Advanced Find. for example: find all records in the 'orders' entity where 'status' is 'uninvoiced' and IF 'booking type' == 'event' filter records where 'booking' related record status is 'active'. -
Relevance Search
Suggested by Indu Keshwani – New – 0 Comments
Relevance search should consider date fields as well. Currently Relevance search is considering only string fields. Recommendation :- It should Consider Date Fields as well. -
Rich Text Format/Style in Notes
Suggested by Habib Mohamed – New – 0 Comments
Existing Issue:- - After enabling the Rich Text option for Notes, users are able to perform the modificaiton - The description field looks perfect on screen - Whereas while exporting to Excel, the description field is coming with HTML tags To-B:- - Users are prefered to have the Rich Text to perform the beautification. - System should not show the HTML tagging while exporting. This should be applicable for All Timeline activities. BR, Habib -
Allow Dashboards without a date range filter
Suggested by Mads de Vries Laursen – New – 0 Comments
We are using dashboards to present incidents to work on to service agents. The incidents should be handled in order of urgency based on SLA - and vi have aggregated the SLA expiry onto the incident record for easy access. When creating the dashboard we have to select a date and time field to filter by, the date range filter that appears in the upper right corner of the dashboard. In our case none of the available options give the customer support agent the needed overview, since we have neither a "show everything" or any date ranges that explicitly include the future (in some cases e.g. "this month" would include dates in the future, but cases due tomorrow are urgent regardless of whether it is the first or the last of the month - or monday or friday, so selecting this would give inconsistent behavior). For our use case the dashboards would become more user friendly, if we could configure them to have no date range filter at all. In the ideal case, we would like to have both the option of not having a date range filter and additional ranges if we do choose to have it. The most obvious additional filtering option would be "everything", but also date ranges that are partly or fully in the future would be useful (e.g. "today + tomorrow", "current + next week", etc.). -
Export dates in date format
Suggested by Gittel Marcus – New – 0 Comments
In order for the date to be usable in an export, you have to copy the entire report and paste as values. Then format the new column. This is really problematic, as it means users have extra steps they have to do. When you export data from the CRM via excel, it should retain the formatting applied in the CRM, whether that's date and time, Round number, floating number, etc.