Feature to apply Field Properties in Form Designer setting to BPF
This request is related to the following Microsoft Ideas:
https://experience.dynamics.com/ideas/idea/?ideaid=0aee580c-9fe5-ea11-bf21-0003ff689146
The current feature does not support customized controls within BPF flyouts through the designer experience.
Therefore,...
Feature to control "Close as won" and "Close as lost" for Opportunity entity
Currently, there is no feature to control "Close as won" or "Close as lost" for Opportunity entity.
However, sometimes we want only certain users to perform these close process.
If "Close as won" and "Close as lost" could be controlled by security roles etc, the range of Opportunit...
Feature to display a message on the field of duplicate records
Currently, we can use Duplicate Detection Rule to display a pop-up message when a field has duplicate records.
However, the message does not indicate which field is a duplicate.
We can identify the field by comparing it to the duplicate record or by checking the Duplicate Detection...
Feature to set MultiSelect Option Set in Business Rule, workflows, BPFs, etc
*This Ideas is based on the following Ideas.
https://experience.dynamics.com/ideas/idea/?ideaid=d1f472dd-0056-e911-b047-0003ff68dc9a
Currently, the default behavior is that the MultiSelect Option Set field cannot be used in Business Rule, Workflow or BPF.
https://d...
Feature to transfer notes to Contact when converting Lead to Opportunity
Currently, notes created in the Lead entity are only carried over to the Opportunity enntity to which they are converted.
Notes of the Lead entity are not carried over to the Contact entity record created when converting from Lead entity to Opportunity entity.
If notes are inherite...
Feature to automatically advance the stage of the BPF on the model-driven app when fields in the BPF are updated on the canvas app
Currently, when fields set in BPF are updated in the canvas app, the BPF stage in the model-driven app is not moved.
If we want to advance the BPF stage, we need to move to the model-driven app and perform the operation.
The current functionality is inefficient in operations where ...
Hide "Show the label of this tab on the Dashboard" from the properties
"Show the label of this tab on the Dashboard" in the properties of a tab or section of the Dashboard is a feature that was enabled in the Web UI.
The current UCI does not support "Show the label of this tab on the Dashboard."
However, it still appears on the properties, so some use...
Feature to automatically retrieve the Power Apps Portal URL when creating an email in a workflow "Send Invitation"
Currently, when we use the "Send Inviation" workflow to send an email invitation, we enter the URL of the portal for that environment in the body of the email ourselves.
However, this method is inefficient when managing multiple portals in multiple environments.
Because ...
Feature to apply Business Closures in project entity tasks
Currently, the default behavior is for Business Closures to be counted as Work Hours on tasks in the project entity record.
However, this behavior is very inconvenient for users.
Holidays are counted as Work Hours despite Business Closures, which prevents the correct calculation of...
Feature that columns locked in Dynamics 365 cannot be edited via Excel import
Currently, it is possible to edit records of locked columns in Dynamics 365 by Excel import.
This is because the client (Dynamics 365) logic does not apply to Excel.
However, from an end-user's perspective, it seems strange that locked columns can be edited via import.
We thi...