30

Display more characters in record name on unified interface forms

Unified interface forms only display the first 28-32 characters of the record name in the header. When viewed on a normal sized PC screen, this is too short for longer account or opportunity names. Think of when you have multiple accounts with similar names (like parent/sibling/child records)....

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0 Comments

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Category: Unified Interface (646)

STATUS DETAILS
Under Review
29

Add the option to add a background color to the headers of panels in a CRM record

Currently, there is no option to customize the headers of panels in a CRM record to add a background color, resulting in a solid white sheet for the panels. This causes users to have to scan harder for different information on the panel, leading to signficant eye strain over time. We would l...

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2 Comments

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Category: Unified Interface (646)

STATUS DETAILS
New
29

Filtering in the Unified Interface - Tick boxes for lookups

Currently when filtering on Lookup fields on a View in the Unified Interface, the User needs to add each lookup value individually to the filter. It would be much more beneficial if there were tick boxes (like is available for option sets) so the user could add multiple values at once. Also on th...

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1 Comments

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes
29

Increase the 50 MB maximum upload file size on dynamics 365 portal (sharepoint online)

We have Sharepoint online document management integrated in a MS dynamics 365 portal. Currently, we are facing a blocking issue with the maximum file upload size on the MS dynamics 365 portal being restricted to 50 MB. Our requirements is that applicants (portal users) should be able to upload l...

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4 Comments

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes
28

Make 'ExportPdfDocument' organisation request and 'exportPdf ' API action public

Until recently, it has been possible to programmatically generate a PDF from a Word Template by either making a request like this OrganizationRequest("ExportPdfDocument"), or calling the exportPdf action. This latter method is publicly documented: https://docs.microsoft.com/en-us/dynamics365/sale...

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2 Comments

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Category: Unified Interface (646)

STATUS DETAILS
New
28

Change the display widths of left pane

Currently customizing the width of the sitemap is not supported but the full name of Pinned items can't be seen at the default width. If there is a way to change the display widths of left pane to expand or reduce, that would be helpful.

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0 Comments

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes
27

Form Notification default color change and ability to customize it

The notification bar that appears on inactive records or cases that are closed in UCI/Unified Interface is grey only which is not very easy to spot by the eye and our users would like to have it appear as yellow as it used to be in the legacy web client. There seems to be no supported way to cha...

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2 Comments

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes
27

Add Last X Weeks to Timeframe for Interactive Dashboards

I'm using Interactive Dashboards to help the users manage a process that goes through a number of different stages over several months (a business process flow isn't as good an option as the process can jump stages, go back to a previous stage, etc.). The only relevant options available in intera...

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0 Comments

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes
27

Ability to change the width of field labels placed on forms in Unified Interface (UCI)

In an environment where [Field Label Position] is set to [Side] in the Unified Interface (UCI), customization of [Selection Properties]-[Field Label Width] is not reflected. Since this is not desirable for all users, adjusting the width of UCI field labels is business-appropriate.

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2 Comments

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes
27

Quick search on dashboard - should only fetch on view records

Quick search on dashboard views should only fetch on view records and not the entire entity as it is today. Because. Because if I make a dashaboard with some views and put a Quick search in each view is because I need search in that view and not on entire entity.

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0 Comments

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes