Public Profile
  • [Semiannual period] and [Quarter] charts for fiscal period

    It would be great if [Semiannual period] and [Quarter period] can be selected for designated fiscal period. Currently, only [Quarter] can be chosen when choosing fiscal period on chart to display. Both [Semiannual period] and [Quarter] available would be convenient.
  • Ability to use [Save Filters as New View] on every entity

    On some entities, [Save Filters as New View] in view selector sometime is grayed out after setting filter criteria. It would be convenient if [Save Filters as New View] can be used on all entities.
  • Ability to control the use of [Advanced Settings] when general users access UCI screen

    When general users access UCI screen, they can click [Advanced Settings] on upper right setting button. It would be much better if the use of [Advanced Settings] can be controlled. On Web interface, general user cannot access [Advanced Settings], so it would be great if [Advanced Settings] on UCI is not available for general users as well.
  • The screen after accessing Portal from outside of restricted IP address

    Currently, the displayed screen cannot be changed when accessing Portal from outside of restricted IP address. It would be much more convenient if the displayed screen can be changed.
  • Products associated with bundle product is not displayed on sub-grid by default settings on UCI

    On Web Interface, products associated with bundle product can be displayed on sub-grid in Opportunity form by default settings. However, on UCI, it's not displayed by default, so sub-grid settings need to be changed to display it. The difference between Web Interface and UCI is inconvenient for users, and it doesn't seem expected behavior. It would be much better if products associated with bundle product are displayed without changing Opportunity sub-grid settings.
  • Ability not to change dashboard layout automatically on UCI

    Layout is automatically adjusted on UCI such as 3 rows unintentionally get 2 rows on dashboard depending on window size. Due to this automation feature, it takes time to scroll when 3 rows unintentionally get 2 rows on dashboard. It would be much better if the automation adjustment feature can be turned off.
  • Ability to restrict public user who creates trial instance

    At present, even public user can create trial instance from trial instance picker. Anyone can create trial instance, so it would be great if public user who creates trial instace is restricted.
  • Ability to select save destination folder when records are merged

    A folder on SharePoint is subject to be a destination folder rather than default destination folder when merging records which uploading documents to SharePoint. It would be much better if save destination folder can be designated on Merge window.
  • System log for Portal

    When trying to see logs on Portal, Azure Blob Storage account needs to be connected on "Enable diagnostic logging" to save logs, and this costs users more money additionally,
    It's inconvenient that the user cannot easily find the log.
    It would be great if system logs and error logs on Portal can be checked like Dynamics audit log.
  • Ability to run reports by using range of field values

    Currently, standard feature of Dynamics 365 (Online) cannot run reports by using range of field values.
    It would be convenient if reports can be run by using range of field values by dafault.