Power Apps Ideas

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

My suggestion is that CRM training materials should be free for anyone to download. Partners are expected to purchase a Microsoft Dynamics Partner Foundation or Advantage Service Plan in order to access several benefits including access to the Dynamics CRM 4.0 and 2011 training guides. The Dynamics service plans are most popular with larger partners who are committed to Dynamics CRM. The service plans are less popular with new and small partners who are still building their committment. This means that the CRM professionals who need the most training (those who work for new and smaller partners) do not have access to training material, while those who are most likely to be certified already (those who work for Silver and Gold CRM certified partners) do have access to the training. Well-training, certified CRM professionals perform better CRM implementations. It's in everyone's interests -- Microsoft, partners and customers -- to ensure that Microsoft Dynamics CRM has more well-training, certified CRM professionals available than competing systems. Microsoft will have happier customers, larger market share and greater software licensing revenues by providing free training materials to its customers and partners than it will by attempting to turn training requirements into a source of revenue. Salesforce.com, for example, provide administrator training guides at no charge for anyone to download from their website: http://www.salesforce.com/assets/pdf/misc/SG_CertifiedAdmin.pdf. The Microsoft Dynamics CRM 3.0 training course materials were free for any customer or partner to download and study. However, the policy changed with the release of CRM 4.0 and hasn't reverted with the release of CRM 2011. It should!

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

Customizing a form has been made a lot easier in 2011, but we still need to export the RibbonDiffXml and manually import it- which is a tedious process. Can we have graphical editing for form ribbons as well, and then add the 'OnClick' button for the ribbon element using the UI itself? Thanks in advance!!

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.

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

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.

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.

D365Ideas_Admin · ‎02-04-2019

I have several times needed to set few values at run-time (like I can with a dialog process) - and then execute that against multiple 'targets' (like I can with a workflow.) The current limitation of a Dialog Process means that I can only run it against a single record - if I need to run against multiple records, I need to create a workflow and then it isn't flexible.

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

All Dynamics CRM training course materials should be free for everyone to download

CRM2013: Allow Composite Fields to be Customized

UI Tool for modifying Ribbons while customizing entity form

CRM 2013 Form - +New button behavior

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

Improve functionality of views

Website Copy Tool

Save publish & close while customizing

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

"Diaflows" Allow a Dialog Process to target multiple records in a view. (Like a workflow process)

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