Use this forum to submit your product ideas and suggestions for all platform features and components to Dynamics 365, the application that helps you manage contacts, nurture leads, and drive sales. Search the forum to see if your idea already exists. If it does, you can vote for it and add comments. If your idea isn’t there, submit it. Your feedback goes to the teams working on Dynamics 365 features.


  • 9

    Restrict view by security roles

    Suggested by – New  – 1 Comments

    One of the common requirements from customers is to be able to enable security roles on individual components within entities especially views. Very often views are created for Dashboards and while Dashboards can be restricted by security role, the underlying view stays visible within list of views. 

  • 9

    Azure Key Vault integration to support new Customer Managed Keys scenarios

    Suggested by Philip Power BI User – New  – 0 Comments

    Currently customers can choose 2 options, Microsoft Managed Keys and Customer Managed Keys (BYOK or PFX). All fine but some customers would rather use their Azure Key Vault (already setup and running for Data Export Service) so they can manage this new Key from the same vault towards the Dynamics data. So would it be possible to integrate Customer Azure Key Vault in the Admin portal so a key can be used from the customers Key Vault directly? This enables them secret and key management from 1 central location. Easier to setup, monitor and maintain (eg. key rotation).

  • 8

    Ability to have "Open in a new tab" when right-clicking in a CRM list

    Suggested by ALICIA LINHARDT – New  – 1 Comments

    Scenario: I am a System Admin. My IE browser settings are set so it does NOT switch to new tabs when they are created. When writing workflows, I forgot to check the "Automatically delete completed workflow job (to save disk space)" checkbox on the Administration tab in my workflows. I want to make this change to all my (relevant) workflows and immediately reactivate them.

    It would nice if I could right click the workflows (or any item that appears in a list), have them open in a new tab (since my settings don't automatically switch to the new tab). That way, I could narrow my scope; 1] I don't want to accidentally activate a workflow that is currently in draft status (and needs to remain so) and 2] it's easy to lose my place in the list when the focus auto-switches to the new tab.

    Currently the only options when I right-click a record are: Open, Copy a Link, Email a Link, Print, and Refresh List.


  • 7

    System Hang During Load of Business Rules in Forms (Spinning Wheels)

    Suggested by ZHENYU WANG – New  – 0 Comments

    When a form is loading, it sometimes hangs and shows a spinning wheel.
    If we go back to previous page and open it again, it will work.

    In F12 Developer Tools, we can see this error
    Uncaught TypeError: Mscrm.TurboForm.Control.CustomScriptsManager.$1g.contentWindow[$v_0.$77_1] is not a function

    We tried to use 'Legacy Form Rendering', but it did NOT fix the issue.


    These is another similar issue here, https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/1656982


  • 5

    Activity Status in Timeline Control

    Suggested by – New  – 0 Comments

    New timeline control does not show the Activity Status therefore it is hard to differentiate whether it is actionable or not at the first sight.


  • 5

    CRM 2016 boolean field shown as false/true not yes or no

    Suggested by Katharina Oloarte – New  – 0 Comments

    all boolean fields which are not set to yes or no yet, are shown as False or true (it depents which is the default value) instead of Yes or no.
    Thats confusing for the users.


  • 4

    Notes do not support Carriage Returns

    Suggested by Lou B – New  – 0 Comments

    When you type text on a Note on a Case (or other entity) and use a Carriage return to space lines, the Carriage returns are not recognized and all the text runs together.

    Carriage returns are recognized in Notes in the native Dynamics CRM Notes on forms.

     


  • 4

    Disable or Hide Quick Find

    Suggested by Junya Niimura – New  – 0 Comments

    Customer wants to disable or hide Quick Find from Navigation. Because end user don't need to use it.


  • 3

    Privilege Maintain contact person entity should be sufficient to update smmContactPersonV2Entity

    Suggested by Clive Richard Leo Purushothaman – New  – 0 Comments

    Before update to 10.0.14 Privilege Maintain contact person entity was sufficient to update smmContactPersonV2Entity. However after the update to 10.0.14 customer is receiving error "Error: User 'xxxxx' is not authorized to delete a record in table 'HCMPERSONPRIVATECITIZENSHIPDETAILS'. Request denied.; Error: Cannot edit a record in Private citizenship details (HcmPersonPrivateCitizenshipDetails).\nAccess Denied: You do not have sufficient authorization to modify data in the database.." Privilege Maintain contact person entity should be sufficient to update smmContactPersonV2Entity however now after updating to 10.0.14 we need to add privilege Maintain contact private details to our custom role as workaround for this. It would be better if the update contact be possible with Privilege Maintain contact person and not adding Maintain contact private details as it used to be in 10.0.13 and earlier versions

  • 3

    Protect and Govern your data using the Data driven policy-based experience across your business apps

    Suggested by Varun Dewan – New  – 0 Comments

     

    Businesses cite “Control”, “Transparency” and “Security” as the biggest reasons preventing them from participating in this digital transformation. However, efficiencies and cost savings are too great to ignore the benefits of the cloud. This lack of control is viewed by many businesses as a risk. The Data Governance framework is designed to solve this problem. Regulations and company policies must be enforceable and this applies to a variety of scenarios. A few them are listed below from our current outreach with customers -

    • Financial institutions want to protect sensitive information, and are required to track if sensitive customer information is being exported. 
    • Healthcare companies want to prevent any HIPAA data deletions, as they are required by law to retain the data for at least 7 years.
    • Organizations working on highly confidential deals are contractually obligated to ensure the clients data privacy. Failure to do so has financial implications.
    • Financial institutions running their business on cloud require advance protection on data types like PCI (Credit Cards)
    • Enterprise organizations have multiple services that share data, admins from these organization want to know what data is flowing across these services to ensure the compliance of every system.
    • New regulations like GDPR, require organizations to be ready to execute requests from their customers like Forget Me. The new idea of Data Governance helps the companies feel in control over their data.

    This simple policy based framework to enforce policies and protect any Data Loss will be powered by Common Data Model (CDM) and Services (CDS). Tags: GDPR, PCI, HIPAA, DLP

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