Share your ideas and vote for future features

D365Ideas_Admin · ‎02-04-2019

It would be great if as an admin I could login as another user in order to troubleshoot issues that arise. Instead of having to waste a license for my test user so I can change the test users security roles to mimmick that of the individual having issues.

D365Ideas_Admin · ‎02-04-2019

When you place a field on a form that has a long name, the name of the field fades. In CRM 2011, the field name would wrap. Fading causes some of the important content to not be visible. It would be more desirable to have the full field name visible via the old behavior of wrapping than to fade it. This would also allow for better future protection of moving to a more responsive web design that could accommodate more varied screen resolutions (and different devices) The best practice would be to shorten the field names, or change the field label width in the section to accommodate long fields, and those are the current workarounds.

D365Ideas_Admin · ‎02-04-2019

MS Dynamics CRM has a few entities where it offers this functionality (for example customer on opportunity, partylist on email, regarding on activities). It would be particularly handy if we could define these ourselves for use on any custom or system entity. For example define a lookup on a custom entity which can contain multiple record types (like customer works) or define a party list on a custom entity and have it contain any system or custom record type (in line of how to/from works on email).

dnaedwards · ‎02-04-2019

Please consider adding the ability to designate the default entity for lookup fields like Potential Customer on the Opportunity. We have several implementations where we might use the Account or Contact entity but not both. Additionally, clients might want to require or prefer a particular entity over another and want the lookup field to, at a minimum, default to the desired entity type. I've had two client requests in the past week alone for this feature. Thank you,

D365Ideas_Admin · ‎02-04-2019

CRM 2013 introduces a great feature of Composite Fields (e.g., Full Name, Address). However, the fields that appear in this composite field are hard coded and not editable. It would be ideal if system customizers could edit these composite fields similarly to how they edit other forms within customizations.

D365Ideas_Admin · ‎02-04-2019

Our users often (intuitively, having become accustomed to this functionality in Office apps) try to copy and paste rich content with HTML/XML and images into Notes, Knowledge Base Articles, email templates, etc, and they are often frustrated/surprised at the inconsistent results. It'd be great if CRM content editing was simplified and standardized overall for end users, so that copy/paste would produce the results they expect. Being able to embed images in K/Bs, without referencing external URLs, having hyper-linked URLs in Notes, and having richer content editing controls in general seems to be something that the product should have in it's 5th generation, or certainly by the next release. I found these similar requests for this functionality, but nothing that seems to request this as part of an overall request - although there certainly seems to be a pattern here with this request being made: https://connect.microsoft.com/dynamicssuggestions/feedback/details/482002/crm-email-customisation-rich-text-editor-for-emails https://connect.microsoft.com/dynamicssuggestions/feedback/details/611420/crm-email-customisation-rich-text-editor-for-emails https://connect.microsoft.com/dynamics/feedback/details/338058/crm-email-customisation https://connect.microsoft.com/dynamicssuggestions/feedback/details/713413/rich-e-mail-template-editor https://connect.microsoft.com/dynamicssuggestions/feedback/details/562259/seamless-not-tight-integration-with-onenote-and-microsoft-crm

D365Ideas_Admin · ‎02-04-2019

CRM 2011 had a Save and New button on the ribbon. CRM 2013 has a +New button, but the behavior has changed. Users anticipate that they can quickly enter multiple records by entering the field data and then press the +new button and then continue to enter the next record. This data entry pattern worked well in CRM 2011, but in CRM 2013, the +new button no longer saves the record. It doesn't even display a warning to the user - it just throws out the data and resets the form. The behavior should be changed back to the CRM 2011 behavior to facilitate this data entry pattern. This would also be consistent with the intent of having an auto-save behavior in CRM. As a minimum, if the behavior is not going to be changed, a warning should be displayed to the user that their data is going to be lost if they continue.

xx · ‎07-26-2017

We need the ability to get various metadata about the app using formula. For example it woud be great to display the version number and relelase date of the app rather than manually adding them in a text field.

cakhaing · ‎07-03-2019

Currently, customisation of PowerApps/Dynamics portal heavily relies on JavaScript. PCF is coming to canvas app too. Please bring PCF to PowerApps portal, making it one component framework to rule all model-driven app, cavas app, and PowerApps portal, in the future.

D365Ideas_Admin · ‎02-04-2019

I was going to suggest a specific change to the CRM views to allow us to specify more than 2 sort columns. However I decided to make a more general request as the views need to be improved in a number of ways. Here is my list and I guess others can add to it in the comments (it's pretty much everything you'd get in a custom grid control or something like Outlook views): 1. Allow sorting by more than 2 columns. 2. Allow custom header text. 3. Allow grouping (drag and drop to group box) with totals (total, count, average, stddev etc.). 4. Allow frozen columns so you can keep one or more columns on screen when scrolling horizontally. 5. Allow dynamic filtering (similar to excel where you can filter on column values without leaving the screen). 6. In-line editing. 7. Automatic column widths (best fit for data or data+header). 8. Improve the view editing experience. Things like a field chooser and dragging/dropping columns to re-order/group them, clicking headers to set sort order, re-size columns using the mouse etc.

D365Ideas_Admin · ‎02-04-2019

Be able to copy all/most of the Website records from one environment to the other. This would be very useful when clients have a sandbox portal sites and want to push all their changes to production.

D365Ideas_Admin · ‎02-04-2019

It would be great to have a button for save publish and close. In 19 cases out of 20 I want to save, publish and close while I do a customization. Now I need three clicks for that instead of one.

Superman · ‎02-27-2017

Please give ability to use share point folders as data storage. One drive for business is ok, but for sharing files with others, sharepoint folders would be ace.

D365Ideas_Admin · ‎02-04-2019

Hi, in most case default value 0:00 in Date/Time fields does not make sense. It would be very beneficial, if each of these fields can have own default value preset to meaningfull 8:00 or 9:00 based on which time Organization starts their business. Thanks, Jan

D365Ideas_Admin · ‎02-04-2019

I know that there is a way to remove the 5000+ restriction on views, through an unsupported modification of the DeploymentProperties table, and you probably have some reasons a to why it was introduced, but from the clients point of view, it makes no sense. In MS CRM 4.0 clients we're complaining of the lack of a counters on view, they got it, but now they are basically all complaining about the 5000+ counter. It should be possible to achieve a decent performance on even large tables, if not, you could consider employing a two-phase counting scheme, first rendering the 5000+ count one the view to increase response times and then update the actual count through ajax or something similar, asynchronously.

D365Ideas_Admin · ‎02-04-2019

Currently there is no way to transfer an access team template from one organization to another via solution ex- and import. The issue is that access team templates can be configured in one org, and a form is then configured to reference this template, but the template cannot be included in a solution. This should be handled completely analogous to configuring and tranferring Field Security Profiles for secured fields or Connection Roles, and should of course be included in a solution.

D365Ideas_Admin · ‎02-04-2019

The ability to select multiple items in a lookup will be a major win for CRM.

D365Ideas_Admin · ‎02-04-2019

Forms based on type (or other attribute) instead of security role. For Example; on the Case entity show a different form based on the "Case Type" this could be added to the form design, where you could specific (with fetchXML) to use the form.

D365Ideas_Admin · ‎02-04-2019

Right now, when a user performs a search on a list, will always search with a base filter of the Quick Find view. There should be a checkbox that allows the user to search the current view instead. For example, if I were on the view "My Active Accounts" and I typed "*waterworks" into the search box and checked "search current view", it would only search "My Active Accounts" when presenting the results.

D365Ideas_Admin · ‎02-04-2019

Workflows are triggered by events (create, update, assign etc), however in many cases the ability to schedule workflows on a periodic basis is also required. CRM already has a scheduling engine, used for many system processes, as well as some user-defined processes such as Bulk Record Deletion. Why can't we open this up for schduling workflow? In addition, we could make this available to schedule plug-ins as well, providing total flexibility for developers.

Share your ideas and vote for future features

Allow Admins to login as Users

Field labels should wrap, not fade

Custom Composite Lookups (multi-relationship in 1 lookup)

Ability to set default entity for lookup fields

CRM2013: Allow Composite Fields to be Customized

CRM needs rich text / image / content editing capability Overall - in Notes, K/B Articles, etc

CRM 2013 Form - +New button behavior

Get app metadata from within the app

Bring PowerApps Component Framekwork (PCF) to PowerApps Portal

Improve functionality of views

Website Copy Tool

Save publish & close while customizing

Sharepoint Folder as datasource

Change default value from 0:00 to 8:00 in Date/Time attributes

Removing the 5000+ restriction on views

Access Team Template in CRM Solution

Multi-select lookup will be a major win for CRM

Forms based on type (or other attribute) instead of security role

Add a Checkbox to have Quick Find Search the Current View Instead of All Active Records

Schedulable Workflows & Plug-Ins

Helpful resources

Ability to reference items in a control using "Sel...

Offline mode

Customization of Notes in Timeline

All Dynamics CRM training course materials should ...

Map Pins - Customizable Info Cards