Addresses in CRM - Country Selection
We would like the country field in customeraddress to be presented as a drop down list that displays description and stores the ISO code. This would be for Account, Contact, Lead, and More Addresses. We have written our own customization for this, but it would be nice for it to be part of the ...
Default Font of Email Activities
As a user I would like to be able to change the default font for all Email activities. After the new e-mail editor was introduced with the Wave 1 in April 2020, the default font, set on the platform, is “Segoe UI”. I can change that font manually, each time I am editing an e-mail. Currently the...
Thanks,
Revathi Sankar
PM, D365 Sales
Create Impersonate Role to allow users to login as a specific CRM User
As a Dynamics CRM User who supports D365 CRM IT projects and enhancements it is extermely painful to validate specific end user experience when implementing net new features. It would be helpful to impersonate a specific user in a sandbox environement to help validate that the new functionalit...
Rich Text Capability to other fields in Entity forms like it is for the Email form.
Rich Text Capability to other fields in Entity forms like it is for the Email form.
Thank you for the suggestion. We reviewing this idea for our roadmap. Please help us priortize by upvoting for this idea
Thanks,
Revathi Sankar
PM, D365 sales
2020 Wave 1 Kanban board should allow other business process flows
The new Kanban view in 2020 Wave 1 only displays the default business process to be used and viewed. Many customers and partners will leave the default process and create a new one for their use, and these new ones will not be reflected in the kanban board. In addition, split processes don't work
Thank you for the suggestion. We reviewing this idea for our roadmap. Please help us priortize by upvoting for this idea
Thanks,
Revathi Sankar
PM, D365 sales
Allow Merging of records to use synchronous processing
This applies to multiple Dynamics 365 products. Starting in August 2020, merging records became an asynchronous operation (https://docs.microsoft.com/en-us/power-platform/admin/async-cascading) This was not a helpful change and is making the system less efficient to use. Most end-users don’t kn...
Modify the view of "Look For" from "Business Queue" to "All Queue" while routing the Queue items.
When a customer tries to Route an item to a Queue and the customer does lookup in the queue's it by default shows the Business Queue only which is hardcoded. Customer wants that the Look up should do lookup for All queues instead of Business Queues only.
Reply to Post. I want to reply to a specific reply from Post
Informative message when duplicate is detected
When a duplicate is detected there is no message given to the user what field is triggering the duplicate detection rule.
There should be a message saying i.e.
"An account with the same value in is already registered"
Today you get a message saying there IS a duplica...
Pin Important Notes within Timeline
Provide the ability to 'pin' important notes to top of timeline for each Contact/Opportunity. Often sales team take notes they want to refer to in future conversations - if these can be pinned to top of timeline that would be helpful during conversations.
Thanks,
Revathi
Product Manager, D365 Sales
Administrator
Thank you for your valuable feedback. We have added address selection using Bing integration, as an opt-in feature in Sales.
You can enable it using the steps listed - Enable address suggestions | Microsoft Learn
Thanks,
Allen Mathias
Principal Engg Mgr, D365 Sales