Add the option for ONLY email recipients/owner to be able to view emails in timelines.
Whenever a case receives an email, the email is linked to the Account entity and users that have access to the Account entity are able to read/access the email from the Account entity timeline.
Include a way to allow only users/participants/owners of an email to have visibilit...
Disable showing emails of Cases in Accounts Timeline
Please add a feature to disable the visibility of emails of case timeline in accounts timeline.
Currently, all the emails of cases are automatically shown in Accounts timeline too.
There should be a option to disable this. Or at restrict this on the basis of Case subject.
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If a link in email, it opens on top of the CRM, not in another tab
Issue detailed description: Users reported that when a user opens a link from email and from the case timeline, it opens on top of the CRM. This appears to be same behaviour in Edge and Chrome. In the old look the link is opened in another tab, but in new look the issue occurs everytime.
Ability to Upload Multiple SharePoint Documents into Dynamics 365 CRM
Hello!
I selected 'Timeline' for Category, but I would say this falls more into 'Integration'. The business I work for, enjoys and relies on the ability to upload documents into Dynamics, that are also loaded into SharePoint. The biggest issue that the team remains encounteri...
Improve timeline visibility on Status Label for Active and Closed activity
The current timeline in UI have no option to change the background color of status label which makes it very hard for users to differentiate at a glance between different types of activities (Active or Closed).
Please consider to add a feature where it enable user to modify th...
Displaying Custom and Specific Entity Information on Dynamics 365 Timelines
The Timeline is set up to display activities, which means only a limited selection of tables can be shown.
For custom tables, it is possible to display them in the Timeline by configuring them as activities.
More information on how to display a custom table in a Timeline can be fo...
Messages posted to the Activity Feed are not reflected in the new information
If you change the name of a table in an auto-posted message to your timeline, the name of the new table is not reflected. The name of the previous table is still there.
There is no way to check the name of a previously set table, so I would like the latest information to be refle...
Have the ability to filter notes in the timeline
To have the ability to filter notes in the timeline for case activities just like posts and emails.
Retain scroll position when "Go Back" button is clicked on a case activity form
Users often need to navigate through various sections using the timeline feature on the case form, and once they open a case activity record and click the "Go Back" button from the activity form, the case form reloads on the top, causing them to lose their current scroll position. It'd be conv...
When exporting data to excel user wish to see records in lookup data type field.
Ask : When exporting data to excel user wish to see records in lookup data type field.
Is this possible to filter records in lookup data type field when exporting data to excel