Share your ideas and vote for future features

Our team supports a large enterprise client (10k+ internal users) that requires the ability to prevent users from accessing advanced find, accessing global search, limiting advanced find searches, and restricting what entities can be searched on in advanced find to improve system performance.  Our client has databases that can be as large as >1TB with hudreds of millions of records that make advanced find and global search capabilities slow to non-existent (timeout occurs before results are returned) As Dynamics 365 is used more as a line of business solution, a growing percentage of our user base does not need to access advanced find or global search capabilities.  They are able to perform their jobs in a narrow focus through pre-defined system views and dashboards.  Being able to turn these features on and off at a macro level per security roles would be a great benefit to system performance and user experience. Being able to limit the number of records returned by an advanced find through security roles would also help with system performance.  Currently, a user can query a large table (20M+ records) and the search will time out before it can be completed.  Adding a permission to limit searches to 100 results (or whatever is deemed appropriate) would improve system performance by querying smaller result sets than what advanced find can return today. Restricting entities from showing up in advanced find or global search through entity settings would also be an enhancement for our clients.  Just because a user needs to be able to read a table for business purposes does not mean that they should be able to execute advanced find searches against it.  We should have the ability to mark “helper” entities or other entities as not searchable so they do not show up as options in either search feature. These are all a single issue for our clients and are thus a single idea for improvement to the advanced find security capabilities.  These changes will improve selling and implementing large scale enterprise solutions for customers with large user bases. ... View more

Hello all, It would be great to have a way to find where a collection was defined (place or action in the app the actually creates the collection via Collect, ClearCollect, etc. - for example in an OnVisible action or OnSelect action).   This functionality is available for variables but not for collections. It's a nightmare to find where a given collection was created or is being updated within a app w/ lots of screens, actions, controls. etc.   Thanks, Daniel ... View more

Hello Team,   It'd be great to have a search option to search for the flow to be added (the list of flow keeps on growing!)  Regards, Agnues ... View more

On searching in the Quick Find box it searches for All Active Accounts rather than the account records in the specific Accounts View ... View more

It would be convenient if user can search the object to designate "field column" as a default function, such as quick search on command bar. The customer uses plug-in to implement above function, but it doesn't work every time Dynamics 365 (Online) is upgraded. And the customer needs to fix it every time it happens, this takes a lot of time. ... View more

Looking for the ability to sort the option sets we create in CDS. This way if we add options later, they can be sorted and not always appear as the last option. ... View more

We would like to search " Work Order " with Relevance Search but not displayed in " Configure Relevance Search "  That feels inconvenient to us. ... View more

Hello, I really like the idea of the new UI. It's a new and modern experience. What I miss is the ability to do a search in a quick way. For example if I'm in a detail record and try to search for a record of another entity I have to navigate with three drop down clicks first of all to the list view of the entity before I can perform a search. This are 2 clicks more than within the CRM 2011. For CRM Power Users that will be a worse situation as it is today with the Multi Windows. You have on top of the form the create button for all entities. As I expected there should also be a search field that allows a quick find over all entities available from all forms. I think that would be a great improvement to the new UI experience. Best regards Tobias Lehmeier Global Concepts ... View more

Currently, the QuickFind Search in CRM (2011 Orion Update and later) searches ALL Records that a user has access to, then returns the full results. The proposed behavior is to search the currently selected "View" then return the search results as a subset. Example: Lets say I choose Inactive-Accounts as my Filtered view. Then I type in "Caterpillar" into the QuickFind box. The view should return ONLY results that are a sub set of this view - instead of ALL data I have access to. 95% of CRM users are confused by this concept, and most don't realize it. The problem is more acute for companies having large numbers of Accounts and Contacts per sales person - thus having many scrolling screens in CRM to click through. This type of search is also useful for collaboration purposes. For example, we have a sales territory within a region. A sales person has "Read view" of the Region, but wants to search only the records they own ("My Accounts or My Contacts"). Currently, they must use Advanced Find which is cumbersome. Lastly, with the introduction of Multi-entity search, we believe Multi-Entity search fufills the "Search the whole database" function. QuickFind should be returning results from filtered views only. Advanced Find is targeted at the top 10-20% of advanced CRM users. Quick Find is the daily workhorse of search. We appreciate your consideration, if polling your customers, I assure you this issue will be a top concern - but again, most don't even realize the limitation. They think "CRM Search just stinks" - not true! ... View more

I think it would be useful when accessing a view to perform a quick count on total number of records in the entity being viewed instead of 5000+. Not having access to the database, if I wanted a count of total number of records I have to export to Excel to see how many rows are returned especially for entities that contain 20K records plus. ... View more

ie : Make "Customer" field from case form customizable by being able to : - choose entities to look for (ie : search only for contacts) - choose order and filter (ie: search on contact first and not accounts) List of lookups wich customizer could customize : - regarding (from email activity, phone call ...) (ie : search only for contacts) - to / cc / bcc from email activity form (ie : search only for contacts) ... View more

Global search should be implemented so users can search from one place and view records from across different entity types in CRM. This should be implemented without having to use SharePoint search or any outside search tool. ... View more

When I have a subgrid and try to display the specific lookup view (Look up more records) ; however, View Selector in properties does not set the one I want. I have turned off the view selector but the subgrid does not work in the same way as the lookup field view. It still let you choose other views (Look in system views).   It would be really nice that if I can set the default lookup view when I need to search more records from a subgrid.   ... View more

Scenario: I've customized the Product entity so that Products have three new fields - Length, Height, and Width. On the Opportunity, I select the Standard Price List, save the Opportunity, and add a new Opportunity Product. In the Opportunity Product form, I select the Existing Product lookup; when I try to search for the Length, Height, and Width, it returns no results even though all of those fields are in the Find Columns in the Quick Find view. EVEN BETTER, it would be lovely to have Advanced Find available in lookups so that I could search for Length, Height, and Width *ranges*. ... View more

We have many prospects who are considering switching from Salesforce.com. Salesforce.com has a global search function, where the user can search across multiple record types (e.g., leads, accounts, contacts, etc.) in one query. This feature is heavily used by the prospects, and the lack of this feature in Microsoft CRM is sometimes is even a deal-breaker. Please provide a customizable global search feature similar to c360 Multi-Field Search. ... View more

Hi It is always being asked for - is it possible to add search functionality such that one can quickly search the information within the body of tracked emails and any attachments and also across notes and other historical items. Thanks ... View more

On each entity, it would be great if searching for records is the condition on "Search with" and "Filter with" below. ・ Recently chosen user history ・ Chosen user history in the past ... View more

Create [Report] by SSRS and download it as PDF file. Open the PDF file and perform Japanese language lookup. Even though there are Japanese items relating to word lookup, no result is displayed. It would be user-friendly if Japanese items are looked up in PDF file after creating [Report] by SSRS. ... View more