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Wed, 01 Apr 2020 07:03:24 GMT
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Power Platform Governance and Administration
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Needs Votes
Customers work by sharing their emails with others.
It is inefficient to not be able to see in Outlook when doing the same business
If emails sent in Dynamics can be shared in Outlook, business efficiency will increase
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Tue, 29 Sep 2020 01:04:20 GMT
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Dynamics 365 Sales
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Needs Votes
It is inefficient for business to delete valuesthat are no longer used in option set fields.
When creating a new record, display only the values that can be used.
And we need an item to set a value that cannot be used when opening a past record.
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Mon, 19 Oct 2020 07:35:56 GMT
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Dynamics 365 Sales
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Needs Votes
When multiple people edit a field at the same time, the information entered by the first user is overwritten.
You can avoid confusion if there is the function to notify "editing" or "read-only" to anyone other than the first person to start editing.
(Example)
・ Click [Account Entity] - [Any Record].
・ The record is displayed as "read-only" except for the user who first accessed the record.
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Tue, 20 Oct 2020 08:16:21 GMT
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Dynamics 365 Sales
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Needs Votes
In the WEB UI, when clicking any entity, [Import Data] button was displayed on the ribbon, and users were able to import files by dragging and dropping.
In UCI, when opening any entity, you can see the import menu, but users find it inconvenient because they can't import by drag and drop.
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Wed, 21 Oct 2020 05:48:49 GMT
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Dynamics 365 Sales
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Needs Votes
Click [Quote] entity - [Any Record], and [Export for PDF] is displayed on the ribbon.
If you click [Export to PDF] to download the PDF, the displayed width may differ depending on the user, which is inconvenient.
Therefore, if you can apply the Word template created by the user to the downloaded PDF, it will be easier for the user to check and it will be more convenient.
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Tue, 15 Dec 2020 09:47:55 GMT
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Dynamics 365 Sales
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Needs Votes
Business efficiency can be greatly improved by changing the [Timeline] and [Enter memo] that are displayed on the timeline in the model-driven app to any wording.
Also, if the [Modify] and [Delete] items can be hidden, it will be possible to prevent accidental deletion.
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Mon, 08 Feb 2021 07:22:30 GMT
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Dynamics 365 Project Operations
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Needs Votes
* As an example, it is assumed that the basic language is set to [Japanese].
Even if installing the English language pack and change the language to [English] from [Personalization Settings], all the displayed items are not in English.
When installing the language pack and change the language from [Personalization Settings], if all the displayed items are changed, your business efficiency will significantly increase.
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Wed, 17 Feb 2021 05:35:06 GMT
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Dynamics 365 Sales
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Needs Votes
* As a prerequisite, the browser zoom is set to 100%.
Add entities related to any entity to the subgrid.
If placing an entity with a short name, [+ New] will appear on the form.
When placing an entity with a long name, [+ New] does not appear on the form.
Convenience is improved if [+ New] is always placed on the form regardless of the length of the entity's name.
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Fri, 26 Feb 2021 01:33:57 GMT
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Dynamics 365 Sales
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Needs Votes
The number of the record returned by the RetrieveTotalRecordCount function is recognized as one update count in the production environment, but once a week in the sandbox environment.
If the number of the record returned by the RetrieveTotalRecordCount function when a record is deleted or added is updated in real time, business operation will be smooth.
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Mon, 29 Mar 2021 02:20:24 GMT
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Dynamics 365 Sales
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Needs Votes
For the icons displayed next to each entity, if there is a function that allows you to check used and unused icons in a list, business efficiency will improve.
It takes time to check the icons because you currently have to check them one by one from the web resource.