Chris Tran (WICLOUD CORPORATION)

Hello MS team,

My customer would suggest there should be ERDs for tables in Dataverse, or at least OOB tables. They need to better understand the relationships between them to build their reports.

Dear Microsoft Product Team and Dynamics 365 Community,

My customer and I have encountered an issue where Field Service security roles do not function as expected when assigned to a team, preventing access to the Field Service Mobile app. While these roles work when assigned to individual users, manually assigning them on a per-user basis is not an ideal or scalable solution.

Steps to Reproduce:

• Create a Microsoft Entra Security Group team.
• Add members to the team.
• Assign FS Resource and New Mobile Experience roles to the team.
• Attempt to access the Field Service Mobile app.
• Encounter the following error message:

"Something went wrong—Field Service Mobile isn’t set up correctly, or you may not have the necessary permissions to access it. Contact your admin or select 'Learn more'."

Following the guidance from the Product Team, I am submitting this idea for their evaluation, with the hope that this functionality can be improved in future updates. If you believe this enhancement is necessary, please consider upvoting this request.

Thank you for your time and consideration.

Hi Dynamics 365 Community,

Recently, we have had a problem that duplicate contact is created in Outlook when users use App for Outlook to add that contact in Dynamics 365. I'm informed that this is a gap at the moment that MS can't address but just wanted to bring it up here for future reference.

Below are the reproducing steps:

• Create a contact in Outlook
• Assign a category to this contact (e.g., “Contractor”)
• Draft an email to the contact and add this contact to Dynamics 365 using the Dynamics 365 App for Outlook
• Observe that there will be two contacts, one with the category “Contractor” and one with “Tracked by Dynamics 365”.
• Expected result: The original contact should be added with Tracked to Dynamics 365 category instead of creating a duplication.

Please upvote this idea if you find it useful. Thank you for your attention.

Hi Dynamics 365 community,

Currently, Copilot for Sales (C4S) doesn't provide full support with saving inline attachments, such as images or files that are displayed or pasted in the body of an email to CRM apps. For your reference: https://learn.microsoft.com/en-us/microsoft-sales-copilot/save-outlook-activities-crm#limitations-when-saving-attachments

I suggest this can be addressed in future road maps. The reason is that inline attachments are commonly used in emails for many purposes, such as visualizing information, accessing files in a convenient way, etc. There are many times that we will have inline attachments in our emails. Since these attachments are not supported with C4S, it may affect negatively to users' experience.

Please upvote this idea if you also want to support it. Thank you for your attention.

Current Behavior

When a journey includes a Wait node, updating the journey’s start time does not affect emails that are already queued and waiting to be sent.

Business Impact

In scenarios where an event’s start date or time must be rescheduled, existing registration records that are already queued in reminder steps are not updated to reflect the revised event schedule. As a result, reminder emails may be sent at incorrect times. The current workaround requires disabling the existing journey and creating a new one, which introduces operational overhead and increases the risk of errors.

Enhancement Request

When the journey start time is modified, the system should automatically recalculate and update the wait duration for all queued emails so that they align with the new start time. This would ensure that reminder communications remain accurate without requiring the journey to be recreated.