'Run Workflow' option in new UCI interface
Hi, 'Run Workflow' (on demand) option in new UCI is missing from the 'sub grid' (associated view). It shows on the main form under the 'Flow' option but it's nice to have under associated view which is currently showing and working in Classic interface. Thanks, Ankur
Enable selecting multiple records in the field which data type is [Lookup]
After placing the field in a form, which date type is [Lookup], we want to add/change records. However, in the field (data type: [Lookup]), we can only select a single record, so it cannot be implemented. If we can select multiple records in the field (data type: [Lookup]), the work becomes as s...
Print Preview missing in UCI Hub
Print functionality for Email and other Records in the UCI is missing. This a business-critical function that we would like to see added before the legacy UI is deprecated.
Queue list view should automatically refresh
Customer Service Agents that use the queue for email correspondence between customer service and the customers quickly get frustrated that they have to manually click refresh to check if there are new emails in the queue. The Queue list view should be able to automatically refresh. Either with a ...
Automatic Lookup Name Resolution Improvement
This suggestion revolves around the automatic lookup "name" field resolution. I'm posting it under "customer service", but it's really about the broader Dynamics 365 CRM system logic.
How the platform works:
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Every time an entity is opened (i.e....
Implement ability to store bank accounts and mandates for a customer (account or contact)
Currently no bank account nor a (direct debit) mandate can be registrated for a customer (account or contact) in Dynamics 365. When you do sales with your customers (B2C or B2B), most likely a bank account is required. If the customer wants to pay by direct debit, a mandate needs to be registrat...
Ability to push the limit of the number of fields you can add per entity on UCI
When the number of fields reaches to the limit (1024) of SQL server, you can no longer add fields to the entity anymore. With the current number of fields, it cannot manage a project within an entity. If we can increase the limit of the number of fields per entity on UCI, it would enhance the use...
Add Sub grids, tabs and sections on show/hide for Business Rules
Business Rules should be able to include the functionality to show or hide sections, tabs and sub-grids on a form thereby decreasing the need for code, enhancing the no code / low code preferred approach.
not able to turn off the filter option in lookup fields in UCI.
In UCI users are unable to turn off the filter option in look up fields We have two lookup fields called Service Line and Solution Code. The Solution Code has the Related Records Filtering set as seen below. The most important option here is that the “Users can turn off filter” option is enabled...
Multi-select Option sets available in Business Rules
Hi Team, Multi-select Option sets are not available in Business Rules. Please enable the ability to select this field type for options under Business Rules.