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User want to jump to the previous steps in Portals (for example if they are in step 4, they should jump to step 1or2 on single click). With OOB we tried but no options to get this functionality.

However, user tried with WebApi and still it is not working for Advanced form session entity because it is configuration entity.

Tried with Client side scripting, but it also not working

Filter option grayed out in dashboard, dynamics 365

Unable to Filter in Columns - Dashboard View

Repro steps:

1. Create a dashboard(PErsonal/system), user List view.
2. Now, apply filter on columns.
3. Filter option grayed out in dashboard
4. As a work around, we can click ellipsis at top right corner and select "See all records" to quickly navigate to entity list view and do filter in it.
5. However, is there any chance to apply filter on dashboard.
6. OR else, can we remove the FILTER button.

Please suggest.

Team would like to control access of users(Security management) in Customer Service Workspace app.

like how we see the features and control user in legacy. As user dont want to go to Admin page to perform action.

Ref doc : https://community.dynamics.com/365/customerservice/f/dynamics-365-for-customer-service-forum/394526/channel-integration-framework-not-appearing-in-customer-service-hub

Customer is importing data from Power Portal/Power Pages at end user. They are managing through import process from MS Flow and import the data in Dynamics CRM from backend.

But imported data does not reflecting to the power portal immediately due to cache configuration from Microsoft end.

Could you please provide option to clear cache programmatically?

https://learn.microsoft.com/en-us/power-pages/admin/clear-server-side-cache

Ask : Any possible ways to get this clear cache automated ?

Ask : How to setup dynamics to use the primary contact's email by default when sending emails from the timeline of an Account

Ask : Not able to hide views using "Manage and Share views" option for My Work / Activities list -Task, Phone Call, Email, Appointment, Project Service Approval, and Booking Alert. 

Users must be able to hide any view in the entire "Activities" list, not just those in the "Activity" section

Navigations :

Access CRM Online environment

Navigate to Activities

From views, select drop down

We see ACTIVITIES , TASKS, PHONE CALL, EMAIL, MEETING, SERVICE ACTIVITY & SOCIAL ACTIVITY

Goto Manage and share views: Activities

We can be able to hide ACTIVITIES. However, we cannot perform any activities on TASKS, PHONE CALL, EMAIL, MEETING, SERVICE ACTIVITY & SOCIAL ACTIVITY

Ask : Is there any way we can hide any activities on TASKS, PHONE CALL, EMAIL, MEETING, SERVICE ACTIVITY & SOCIAL ACTIVITY, how we are doing on ACTIVITIES.

Issue : Dataverse search is not working on regarding field of activity tables

Troubleshooting:

With regarding field of activity tables we are unable to fetch the records from global search.

Tested the same in vanilla and we see the same behaviour.

Enabled all Activities (EMAIL/TASKS/PHONE CALL/APPOINTMENT etc..) for dataverse search. But still with regarding field we cannot search the activities.

Ask : Is there any possible ways to search with regarding field of activity tables ?

Issue : Checkbox Field display is changing on BPF to dropdown after enabling New look of wave 2 upgrade

In wave1 we see checkbox for two option set on BPF. However there is a UI update like dropdown.

Ask : Is there any way to update this old UI like "checkbox for two option set on BPF"