Feature to set tabs on custom entities that can display SharePoint documents
With the release of the new feature, the Contact, Opportunity, Lead, and Account entities can now be referenced on the "File" tab in addition to the "Related" tab when viewing documents on the subgrid.
https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamic...
Feature to download SharePoint document files in Dynamics 365 Online
If we want to download a SharePoint document file that is currently displayed in the Dynamics 365 Online sub-grid, we will need to open the file or go to the linked SharePoint site once.
[Export Document], which is displayed in the Dynamics 365 Online subgrid, just a feature to download ...
Feature to assign Dynamics 365 Online security roles to security groups in Microsoft 365 Management Center
Currently, the default behavior in Dynamics 365 Online is to assign security roles on a per-user basis.
While it is possible to assign the same security role to multiple users at once, customers prefer to assign it per security group in the Microsoft 365 Management Center.
This fea...
Feature to display records in same window when Sales Pro App activity view is “Read-Only”
Currently, in the activity entity of the Sales Professional application, the way to display records differs depending on the view display format.
- Calendar control: Records are displayed in the same window.
- Read-only: Records are displayed in a pop-up window.
On...
Feature to change the Organization Units of a project or task once created in Project Operations
Currently, it is not possible to change Organization Units on the project or task once they are created in Project Operations.
Therefore, Organization Units records associated with projects and tasks cannot be deleted.
If we delete a project or task record, we can delete the Organi...
Feature to edit and sort records displyaed in Lookup Field in view that has view filter
When a Lookup field is placed in the View column and a view filter is applied, all record names for the target entity are displayed in ascending order.
The current default behavior is that it cannot be changed because it is tied to the information in the primary field.
However, we ...
Feature to make primary fields subject to field security
Currently, field security cannot be enabled for the primary fields of an entity.
we can set primary fields read-only or not display them by default.
However, these settings apply to all users.
It is inconvenient to have an exception only for the primary field when we want to ...
Feature to change records created from custom Activity Entitiey to record types eligible for App for Outlook integration
Currently, records of custom Activity entity are registered on the Default Activity entity as "Custom Activity" of type.
Therefore, these records cannot link to App for Outlook.
If the to change records created from custom Activity entity to record types eligible for App for Outlo...
Feature to specify Custom Activity entity as destinations for Activity entity conversions
Currently, Activity entity is only converted to specific entities such as Case and Opportunitiy.
In addition, Custom Activity entity is not eligible for conversion.
If the feature to allow Custom Activity entity to be specified as conversion targets for Activity entity is fixed, we...
Feature to select the target field for the record name to be displayed on the Lookup field
Currently, when we select and determine a record on the Lookup field, the record name of that entity's primary field is displayed.
However, we do not always want to display the record name of the primary field in our operation.
Sometimes we want the Lookup field to display the reco...