-
Tue, 09 Jul 2019 17:15:00 GMT
–
Dynamics 365 Sales
–
Needs Votes
Currently, even user like below who doesn't have Dynamics 365 (Online) license is displayed on [Enabled Users].
?User who has Microsoft Flow or Power Apps license
?User who has Global Admin and Dynamics 365 Service Admin role
Due to this behavior, it's difficult for admins, who manage records and users such as changing and assigning records, to distinguish who really uses Dynamics 365 (Online).
This behavior would be improved much better and user management would be more convenient if [Enabled User] can only display Dynamics 365 (Online) license user.
-
Thu, 11 Jul 2019 13:04:00 GMT
–
Dynamics 365 Sales
–
Needs Votes
It would be great if [Party Lists] field used on [To] or [CC] for email can be customized such as making users to exclusively choose entities and changing order of lists.
The reason is that users can choose entities which admins don't want them to choose when clicking [Party Lists] field.
Also, it would be convenient if entities can be lined up with frequently used order.
There is some information about customizing [Party Lists] field on Community but it's unclear this customization can be reflected on UCI.
And it needs developers to prepare script for customization, which could be burden for them, so it would be great if this customization can be done as a standard feature.
Title : Adding Service Activity Appointmnt - Party Lists - Multiple resourses
URL : https://community.dynamics.com/crm/f/117/t/155032
Title : How to create a party list in CRM
URL : https://community.dynamics.com/crm/f/117/t/188951
-
Thu, 11 Jul 2019 19:54:00 GMT
–
Dynamics 365 Sales
–
Needs Votes
To protect personal information, some data need to be masked when exporting them but sometimes this takes a lot of time when manually doing this.
It would be much better if default feature can mask certain fields automatically when exporting data from Dynamics 365 (Online).
-
Fri, 12 Jul 2019 15:48:00 GMT
–
Dynamics 365 Sales
–
Needs Votes
Currently, an error message is displayed when trying to change and save customerid field for Opportunity entity from "Business Required" to "Optional" in Field Requirement.
It would be much more convenient if the field can be changed from "Required" to "Optional" as this is very desirable.
-
Thu, 01 Aug 2019 21:06:00 GMT
–
Dynamics 365 Sales
–
Needs Votes
It's unclear that which [Account] record is related because there's no link to display on dashboard timeline when seeing [Post] from [Account] record timeline on UCI.
On Web Interface, however, there's a link to display posted [Account] record so it's clear that which [Account] record is related to it.
It would be much more convenient if posted [Account] record link is displayed on timeline on UCI as well.
-
Thu, 01 Aug 2019 21:15:00 GMT
–
Dynamics 365 Sales
–
Needs Votes
Any user can choose records on price list entity so it would be great if price list records are exclusively displayed by assigning roles.
-
Mon, 26 Aug 2019 15:11:00 GMT
–
Dynamics 365 Sales
–
Needs Votes
Currently, "Related Records Filtering" on lookup fields works fine on Dynamics 365 (Online) but it doesn't work on Portal and occurs an error like "We're sorry, but something went wrong. Please try again, and if this persists, contact the website administrator."
And the error message says "????????? Web ???????" when the Japanese language is set.
It would be much better if the error message is appropriately displayed or "Related Records Filtering" works fine on Portal as well.
-
Fri, 13 Sep 2019 13:40:00 GMT
–
Dynamics 365 Sales
–
Needs Votes
When entering numbers over 4 digits on Whole Number field, comma appears like 1,000.
It would be great if users can hide comma so that they can change how to display depending on their operations.
-
Wed, 18 Sep 2019 12:57:00 GMT
–
Dynamics 365 Sales
–
Needs Votes
Currently, day and date are displayed on same field by design, but it would be great if each of them is displayed separately and weekdays, Saturday and Sunday, and holidays are displayed on calculated fields by default.
-
Fri, 03 Apr 2020 05:16:45 GMT
–
Dynamics 365 Sales
–
Needs Votes
When some values of option set are no longer used, it would be convenient if they can be hidden because deleting them causes inconsistency for previous data.
It would be much better if hiding option set values is implemented instead of deleting them.