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    Divya Raghavendra

    Divya Raghavendra

    Joined: 10/15/2024

    • Blog Posts
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    • Forum Posts
    • Able to create a View with three level relationship ( 3 level hierarchy )

      Thu, 29 Jun 2023 14:59:23 GMT – Dynamics 365 Guides – New 

      A&R solution is configured for Hierarchy.


      All the contacts ( Hierarchy has 3 stages )I just scrolled 3 steps (Parent child, grand parent)


      In the Account form we have added a rollup field Number of contacts which calculates all contacts in the account A and R solutions.


      I added one contacts now it is 22


      All these 22 contacts need to be displayed in contact entity view ( Any thing personal or System)


      But the desired result is not matching with the number of contacts its mismatching.


      However, I have referred a document and found that


      I am bit Unsure about that, but based on my understanding condition cannot be connected by OR in the filter of a view, because they are all in the related entity. Only the fields in the same entity can be connected by OR.


      We need to modify the fetch xml in order to get all contacts, we wish we need a OOB feature to add in the views



    • Currently we don't have the possibility to filter on To column, those filters are grayed out. it would be very helpful for the users if we get those filters on To column because it is very useful for the users to search for the names.

      Fri, 07 Jul 2023 11:54:51 GMT – Dynamics 365 Sales – New 

      Currently we don't have the possibility to filter on To column, those filters are grayed out. it would be very helpful for the users if we get those filters on To column because it is very useful for the users to search for the names.

    • When a record opens from filter result, the filter gets cleared once its navigates back

      Tue, 11 Jul 2023 08:49:59 GMT – Dynamics 365 Sales – New 

      Step 1 :- Open any Entity view

      Step 2 :- Filter the column, and select any one record from the contact

      Step 3 :- Open the record in New window icon in the ribbon and navigate back to the view

      Step 4 :- The filters view gets cleared the filter

    • Currently we don't have the possibility to filter on the column from the System dashboard, those filters are grayed out. it would be very helpful for the users if we get those filters on the dashboard columns because it is very useful for the users

      Thu, 20 Jul 2023 15:53:57 GMT – Dynamics 365 Sales – New 


       

      Currently we don't have the possibility to filter on the column from the System dashboard, those filters are grayed out. it would be very helpful for the users if we get those filters on the dashboard columns because it is very useful for the users 

    • we would like to add checkbox control in the word template

      Thu, 03 Aug 2023 13:24:13 GMT – Dynamics 365 Sales – New 

      Currently there is a limitation to use check box content in the word template, we request to provide / enable the feature

    • Need a feature/ button to export personal view details of a user

      Wed, 16 Aug 2023 14:11:29 GMT – Dynamics 365 Sales – New 

      Since we do not have any feature to export the personal views except API we would like to have one since it will play a role in managing storage!

    • Unable to restrict user from creating apps in Default environment

      Mon, 06 Nov 2023 12:57:05 GMT – Dynamics 365 Sales – New 

      We would like to restrict user from creating apps in default environment.

    • We would like to add Irish language in power apps

      Tue, 21 Nov 2023 13:05:11 GMT – Dynamics 365 Sales – New 

      Currently we do not have Irish language pack to install in PP.


      So we would request to add in future releases

    • Roll up for activities in the Account when an Email is sent from the case is not getting calculated

      Tue, 07 May 2024 13:29:08 GMT – Dynamics 365 Sales – New 

      • If an email is sent to or from Contact, roll up field does not work on Account. There might be an aggegation issue on the roll up field on Account.
      • If an email is sent to or from Account directly, roll up field works on Acocunt. 

      we would like to get the roll up value for activities in the Account as well

    • We would like to have an option to select the Audit event and also to delete the selcted event

      Thu, 08 Aug 2024 12:27:04 GMT – Dynamics 365 Sales – New 

      Hello Team,


      As we have option to enable Auditing but we do not have option to select which events we can select we would need an option to select the events like update, create, delete of our own based on the requiremants.


      In the same way we can also delete the events which is not required to manage the space.

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