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Customize the wording displayed when closing opportunity
The wording displayed in the title of the simplified form that appears when closing Opportunity cannot be changed at this time.
For this reason, we would like to see the ability to customize the wording that appears in the title of the simple creation form that is displayed when closing the opportunity.
With this implemented, customers' work will be more convenient and companies will be more efficient.
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I would like to see the ability to use Excel add-in to retrieve table information even if the user is registered as a guest in a different tenant.
Currently, users in another tenant who register as guests cannot use Excel add-in to retrieve table information.
Therefore, we would like to see the implementation of a feature that allows users in different tenants registered as guests to use Excel add-in to retrieve table information.
The implementation of this will lead to improved convenience for users.
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Please unify the behavior of the buttons, as they sometimes work differently even though they are the same.
Currently, in the Appointment table in Sales Hub, the behavior is different between the Record List screen and the Detail screen, despite the same button name, as shown below.
■ ”Mark as Complete" button
· Details screen
> The pop-up will not be displayed and the event status will be “closed”.
· List screen
> The popup is “displayed” and the initial value on the popup is “closed”.
■ ”Cancel” button
· Details screen
> A popup will be “displayed” and the initial value on the popup will be “Cancel”.
· List screen
> A popup will be “displayed” and the initial value on the popup will be “Closed event”.
If the above behavior is unified, there will be no confusion for customers and the business will run more smoothly.
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Ability to export Dataverse tables in bulk
Currently, the ability to export Dataverse tables in bulk is not implemented.
Adding this functionality would be convenient for users and could be expected to improve operational efficiency.
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I would like to see a feature implemented that allows you to connect to and update Dataverse from Excel.
When using an Excel template to import data, an error will occur if there are no records in CRM that match the search criteria. Therefore, if there is a way to directly update Dataverse, it will be possible to carry out work more efficiently and further develop the business.
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Request to Enable Solution Import with Duplicate Detection Rules in Power Apps Maker Portal
Currently, when importing a solution that includes duplicate detection rules, the option to overwrite customizations cannot be selected from the Power Apps Maker Portal. Instead, it is necessary to choose “Overwrite Customizations” from the traditional UI.
However, if the option to “Overwrite Customizations” could also be selected in the Power Apps Maker Portal, it would improve customer convenience and lead to increased productivity.