Veronica Garrett

Once upon a time, in a far less sophisticated version of D365CE, we were able to export the rdl of an out of box (OOB) report, modify it with SSRS, then import it as a new report. This was a very powerful feature since the OOB reports were not modifiable in D365CE. Many times, an OOB report was close to what was needed, so could be used as the template for the new report. We were also able to export reports we created with the Report Wizard, pretty them up in SSRS and reimport them. Per Microsoft support, we are not able to do this. It has been on their list for a long time to provide this functionality again, but is still backlogged. Please vote to pull this functionality higher in their list of priorities.

#CDSUserManagement automatically assigns the highest level of security (System Administrator) in D365 Customer Engagement to all Global Admins, whether you want them to have they keys to the kingdom or not. When #CDSUserManagement adds the System Administrator security role to Global Admins, the Modified On and Modified By is INCONSISTENTLY updated, therefore, showing fraudulent data in the user record. I am not sure what causes the reassignment of System Administrator role to take place. What I have observed is: 1. #CDSUserManagement user assigns System Administrator security role to all Global Admins in D365 Customer Engagement. 2. When I log in and remove System Administrator security role from the Global Admin users, Modified On and Modified by is updated. properly. 3. At some point After I remove System Administrator from the Global Admin Users, #CDSUserManagement user reassigns System Administrator to the Global Admin User. BUT, does NOT update the Modified on and Modified by, making it look like I added the System Administrator role to the user record. This suggestion is asking Microsoft to appropriately update the User record in D365 Customer Engagement when they force an update to a User record. It is especially important when assigning the highest level of security to a user record automatically, and totally out of control of those actually responsible for security in the D365 Customer Engagement environments.

Microsoft has two very nice functionalities for views of entities: Editable Grids Hierarchy Unfortunately, you cannot have both activated on one entity, Editable Grid prevents Hierarchy from displaying. Please enable both Editable Grids and Hierarchy to be used in the same entity. Maybe make one effective at the view level instead of entity level.