Dynamics 365 Product Visualize

Dear Technical team This is in regards to the issue in our SAT whereby it was updated to self service by Microsoft causing our viewing of reports to be in pdf format which is not suitable for our current report requirements. Based on the response from Microsoft support it seems that the environment was migrated to Self-service recently. Self-service environment only supports PDF Previewer embedded. Kindly help to refer to the below articles for more details: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/deployment/infrastructure-stack https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/preview-pdf-documents According to the support team at the moment it’s by design and there’s no work around to customize/ disable this function. They suggested us to raise our request to this D365 experience website so that they can consider making any change. I hope your end will really consider to revert back our environment sat-hcmm report viewer to the previous state as many of our reports is out of format in the current viewer. Rgds & Thanks

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On an Entity UCI form, there is field (lookup in Contacts) that is filtered based another field (lookup in Account) and we have only one view 'All X-type Contacts' (x-type is a filter criteria in the view) as available in View Selector/Default View, with just Account's related Contacts. So, the Contact lookup field filters Contacts data linked to the Account previously selected in the Account lookup field. In case a User must include another Contact (from 'All X-type Contacts' View), that's not related with the selected Account, based on a business need of our client we have done the following configuration: In the form field’s properties Customization, ‘Users can turn off filter’ is set to True. But, when using the lookup in the UCI (unified client interface) form, the ‘change view’ is available only on the first load form. Clicking the 'change view', you can proceed and then uncheck ‘filtered by related: Company’. But when this is used just once, 'change view' option then disappears, resulting in a lookup control screen without all 'change view' options available, and from now the User cannot redo the ‘filtered by related: Company’ check inside the 'change view' pop-up. If you do a form/web browser refresh you can re-apply the 'change view' for a 'first time use' and if you use it, it's again disappered, and again you lose the functionality. In the classic UI you could always pick ‘Lookup up more records’ and then remove ‘Filter by related Accounts’. This was un-related with the Selected Views available inside the control. So, this feature was somehow available in the classic UI and now the option of un-filtering is available only for the first ‘change view’ click and then it’s gone, something really seems like a malfunction/defect and far from a stable and solid lookup user-friendly lookup behaviour. We've opened a related ticket and Microsoft's answer is: "the behavior is by design that whenever there is only one view selected on the “View Selector” in the field properties , the change view wouldn’t be shown on the UI when you uncheck the “Filter by Related: ” and select the default view , as it has no other view to show as default view is already chosen." This does not answer the question why 'change view' is shown in the first place, or why it is hidden in the second time or nevertheless why not the un-filtering checkbox can't be ‘UI independent’ of the ‘change view’ option. Only alternative solution is to add one more 'dummy' View in the lookup's property selection, and I say 'dummy' since there is no other actual need for a second duplicated View with the exact same fields and filters. We are unhappy and we believe that this is a bad design. Please vote for the lookup control to be re-designed in a better way.

An iFrame is meant to embed a different page within a page; you can't use it to contain a single form field within a set of form fields, assistive technology will interpret that as a separate document, which is obviously not semantically correct. You need to find a different way to do whatever it is you are trying to do. Remove the iFrame, put the form field into the main page and associate it with a standard HTML label element.

It would be quite nice to attach documents by drag and drop to for example Sales Orders. Regards Ingo Dehne