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Tue, 21 Apr 2020 08:29:23 GMT
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Power Platform Governance and Administration
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Needs Votes
Power Platform service admin and Dynamics 365 service admin can basically see all instances on Power Platform Admin Center.
The customer would like to manage admins to exclusively provide their minimal privilege, like Dynamics 365 service admin can only see Dynamics 365 instance.
Dynamics 365 admins is restricted by using security group, but sometimes it's hard for the customer to use security group for their operation.
It would be much better if global admin can designate each admin to manage their minimal instance.
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Fri, 24 Apr 2020 02:54:19 GMT
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Dynamics 365 Sales
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Needs Votes
Some users cannot notice import failure so they might miss data updates.
Currently, import status cannot be set as workflow trigger.
It seems there're no functions to let users who imported data know about import failure.
It would be great if users who imported data is notified about import failure, like import status can be triggered on workflow.
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Mon, 29 Jun 2020 00:58:36 GMT
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Power Platform Governance and Administration
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Needs Votes
The customer would like to audit the access of specific users like the one who owns system administrator security role without enabling audit function.
Enabling audit might lead the slow performance in Dynamics 365 (Online), so they don't want to use it.
But sometimes global administrators would like to audit system administrator because they have a lot of privileges which can make a change to several records and settings.
So, it would be great if global administrators can audit the user who is assigned system administrator without enabling the audit function.
It would be also convenient if global administrators can get their IP address and MAC address by audit functions.
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Wed, 01 Jul 2020 07:20:47 GMT
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Dynamics 365 Sales
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Needs Votes
Because of Microsoft Dynamics 365 App for Outlook, "To" on the app can be designated by using records on Dynamics 365 from both Outlook on the web and Outlook client.
However, this behavior only applies Microsoft Dynamics 365 App for Outlook, not directly both of Outlook on the web and Outlook client.
Ideally, "To" and "CC" on both Outlook could be designated from directly Dynamics 365.
In addition, the Dynamics 365 window displayed on right side in Outlook is sometimes too small to send an email.
It would be convenient if Outlook can use Dynamics 365 records for To and CC directly.
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Wed, 15 Jul 2020 07:10:46 GMT
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Dynamics 365 Sales
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Needs Votes
Currently, it's possible to copy record has same field value by using mapping with lookup fields.
However, the contents in sub-grid within the record cannot be copied due to relationship or association.
Some users would like to use exact same records.
It would be much better if a record can be copied to exact same one by default settings.
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Tue, 21 Jul 2020 07:58:52 GMT
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Power Platform Governance and Administration
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Needs Votes
Sometimes it's unclear that who changed personal settings because the settings seem changed by someone else.
We know that personal options can only be set by each user, but some admins would like to audit all user's operations as much as possible.
It would be much better if audit log or Security/Compliance center can audit individual operations like changing "Select if other users can send emails for you".
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Fri, 04 Sep 2020 01:59:44 GMT
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Dynamics 365 Sales
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Needs Votes
When entity's name has many characters, full name is not displayed on [+New (entity name)] button in sub grid.
The full entity name is displayed when hovering the mouse cursor on it, but some users would like to see it more easily.
It would be much better if the width of [+New (Entity name)] could be enlarged so that everyone can see it briefly.
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Fri, 04 Sep 2020 02:46:39 GMT
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Dynamics 365 Sales
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Needs Votes
Activity records can be created with mapped some fields of the record on marketing list members on [Distribute Campaign Activity].
For instance, when the channel of campaign activity is [Phone] and [Distribute Campaign Activity] is done, [Phone] entity records are automatically created with some copied fields from marketing list member's record.
However, only some field values are copied, and some users would like to copy other fields including custom fields.
It's difficult to customize them because mapping settings are not editable regarding [Distribute Campaign Activity].
It would be convenient if copied fields could be customized freely.
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Tue, 15 Sep 2020 06:25:36 GMT
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Dynamics 365 Sales
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Needs Votes
As Web interface transitions to UCI, it's not frequent to use Web interface.
However, when we click [Preview] on form editor, the preview is displayed in Web interface.
Some users would like to see preview in UCI because UCI is now mainly used by a lot of people.
It would be better if [Preview] on form editor is displayed in Unified interface.
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Mon, 26 Oct 2020 01:46:28 GMT
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Dynamics 365 Sales
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Needs Votes
On legacy Web client, it is possible to choose a view on lookup fields added to column on views, so users can easily narrow down records they want.
However, on Unified interface, users cannot choose a view on lookup fields added to column on views except using advanced find.
Using advanced find could be workaround, but this takes a few more steps than legacy Web client does.
It would be much better if UCI could choose a view on lookup fields added to column on views.