28

B2B - Additional attributes in "Activity creation" process

B2B (primary target audience) In the process of defining the customer's activities, being able to select one more additional attribute of the activity. (Currently in the "Activity unifiation" stage of the "Create an activity" process, it is only allowed to select one "additional details"). Thanks

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1 Comments

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Category: Activities (10)

STATUS DETAILS
Under Review
Ideas Administrator

ADO: Feature 895971: Support extensible attributes for Activities - Boards (azure.com)

We are looking at making large improvements to our activity timeline to support advanced funtionalities - including additional details. Keep an eye out for updates as we finalize our planning for next year.

26

View activity details from Timeline section in B2B scenario

The Timeline section, makes the created activities available there. Each activity definition comes from an Entity that has more detailed information. In B2B scenario, It would be very useful to access from the Timeline section and be able to obtain a list with more details for each activity. ...

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1 Comments

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Category: Activities (10)

STATUS DETAILS
Under Review
Ideas Administrator

We are looking at making large improvements to our activity timeline to support advanced funtionalities - including additional details. Keep an eye out for updates as we finalize our planning for next year.

25

To include (into "Activity Timeline" B2B) not only account activity, but also activities for contacts associated with that account.

B2B (primary target audience) The ability to relate "contacts" to the unified customer profile for the account (B2B) where the contacts belongs to, was recently added. It would be essential to be able to add to the customer's "activity timeline", not only activities defined at the account level...

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1 Comments

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Category: Activities (10)

STATUS DETAILS
Completed
Ideas Administrator

Contact level activities are now supported in Customer Insights. Any activities a contact makes will show up on their associated account. See documentation and steps to implement: Semantic mappings (preview) - Dynamics 365 Customer Insights | Microsoft Docs

6

Activity Timestamp shown in Local Time instead of UTC

Currently all timestamps in the UX timeline (both CI and through the CE timeline component) are shown in UTC.


It would be useful if these timestamps were shown in local time. Country/Region is already set under System.



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1 Comments

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Category: Activities (10)

STATUS DETAILS
Needs Votes
5

Activity Creation - Filter the Selected Entity to Specific Rows

The issue is when you have one table as a data source containing multiple activity types. As of right now I am forced to split that one table into various tables, one for each activity type. This is required because when creating an activity within CI I can only select an entity and not filter...

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0 Comments

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Category: Activities (10)

STATUS DETAILS
Needs Votes
Ideas Administrator

we are grateful for this input. the Cusomer insigthts team would love to consider this idea but optimally it should receive more votes first. we will make sure to track it over time and update on any change to it's status.  

3

Logic App trigger

Ability to have a logic app trigger when export process succeeds

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0 Comments

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Category: Activities (10)

STATUS DETAILS
Needs Votes
Ideas Administrator

we are grateful for this input. the Cusomer insigthts team would love to consider this idea but optimally it should receive more votes first. we will make sure to track it over time and update on any change to it's status.  

3

Select which activities to run

It would be a nice feature to select which activities to refresh instead of having to run them at all the same time

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0 Comments

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Category: Activities (10)

STATUS DETAILS
Needs Votes
1

More freedom to select icons

I'd like for more icons to be made available to specify activities

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0 Comments

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Category: Activities (10)

STATUS DETAILS
New
1

Generate Demo videos of customer's process

Generate Demo videos of customer's process to understand the D365 product more better. End to End process demo will help to understand the MS product/module better.

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0 Comments

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Category: Activities (10)

STATUS DETAILS
Needs Votes
Ideas Administrator

we are grateul for this input. the Cusomer insigthts team would love to consider this idea but optimally it should receive more votes first. we will make sure to track it over time and update on any change to it's status.