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Ability to change the entities that can be looked up in the "Regarding" field for each active entity
I think it would be useful to have the ability to look up entities in the "Regarding" field of each Activity entity (Task, Call, etc.) without any code development work. For example, a task entity refers to the ability to reference only contacts, and a Call entity refers to the ability to reference the values of opportunity and custom entities. -
About the ability to hide entities that users do not have access to.
When We do an advanced find search in the Regarding (regardingobjectid) field of an active entity, we see an entity that doesn't have access to that user on the left side of the screen. Of course, if we try to view the record, we'll get an error, but we don't have to bother showing the unauthorized entity to the user.
We want the ability to hide unauthorized entities in that location.
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Feature that monitors the creation and editing of metadata
We can get an audit of record creation and edit in Dynamics 365.
But there is no way to know by which user and when they created the metadata such as views and entities.
We don't want permissions to control creation and editing.
We just want to monitor.
We need a feature that can log information about when and by whom the metadata was created and edited.
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A feature that allows you to create and edit email templates that can be created when [email a link] is pressed.
We need a feature that allows us to create and edit email templates that can be created when we press [email a link].
The email that comes up when we click email a link is so spartan that it is useless by default and must be edited.
We need a feature that can be freely customized like an email template in Dynamics 365.
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A feature to set the schedule filter for the activity entity on the UI
We need the ability to use schedule filters for activity entities in other entities.
With this feature, we will be able to easily pick up record information in any time period on the UI.
In doing business, it is a very meaningful and necessary feature to be able to easily determine what kind of information can be obtained in the target period.
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A feature that allows us to customize the quick find view of knowledge articles.
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A feature that sets multiple records in a lookup field
We need a feature to set multiple records in the lookup field.
In particular, I think the feature to create custom fileds that allow multiple Accounts and Contacts to be selected, like emails , is useful.
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A feature that copies an environment within a tenant from another tenant to another.
It would be very useful to be able to use a feature to copy the environment within that tenant from another tenant to another.
Current functionality allows copying between environments within a tenant.
However, it would be very convenient if there was a feature to copy just the schema to another tenant.
Currently, the only way around it is to use the solution and copy it with a lot of man-hours.
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Enhancements to the Customer Service hub app
The features described in the docs below are currently only available in CSW and OCS.
For users using Customer Service Hub app, being able to use the Dynamics 365 Customer Service as a feature is very beneficial for users who primarily use this app.
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Feature to customize the items displayed in the recordset
It would be very useful if a feature was implemented to customize the items displayed in the recordset. Currently, the behavior is to display the fields corresponding to the view before the record was opened. However, the field information required in the view may differ from the information we want to see on the recordset. It would be much more convenient if the information displayed in the recordset could be displayed not only in column values but also in column labels.
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