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Provide an ERD for Dynamics CE tables
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.
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Applying Field Service security roles to a team prevents the access to the FS mobile app
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.
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Duplicate contact in Outlook when using D365 App for Outlook to create that contact in D365
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.