82

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 ...

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13 Comments

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Category: Account, Contact, Calendar and Activity Management (718)

STATUS DETAILS
Completed
Ideas 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

80

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...

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6 Comments

Read more... 6 Comments

Category: Account, Contact, Calendar and Activity Management (718)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for the suggestion. This is now implemented and please refer to this link for more details: Send email using the enhanced email experience in Dynamics 365 Sales | Microsoft Learn

Thanks,
Revathi Sankar
PM, D365 Sales
66

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...

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6 Comments

Read more... 6 Comments

Category: Account, Contact, Calendar and Activity Management (718)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for the request. We are currently reviewing options to implement this idea. We will update you as we progress towards release.

 
59

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.

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5 Comments

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Category: Account, Contact, Calendar and Activity Management (718)

STATUS DETAILS
Under Review
Ideas Administrator

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

55

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

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15 Comments

Read more... 15 Comments

Category: Account, Contact, Calendar and Activity Management (718)

STATUS DETAILS
Under Review
Ideas Administrator

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

51

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...

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2 Comments

Read more... 2 Comments

Category: Account, Contact, Calendar and Activity Management (718)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for the request. We are currently working with the platform team & reviewing options to implement this idea. We will update you as we progress towards release.
 
48

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...

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1 Comments

Read more... 1 Comments

Category: Account, Contact, Calendar and Activity Management (718)

STATUS DETAILS
Under Review
46

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.

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1 Comments

Read more... 1 Comments

Category: Account, Contact, Calendar and Activity Management (718)

STATUS DETAILS
Needs Votes
44

Reply to Post. I want to reply to a specific reply from Post

Post

- Reply to Post:

- Reply to Post:

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0 Comments

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Category: Account, Contact, Calendar and Activity Management (718)

STATUS DETAILS
Needs Votes
41

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.

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1 Comments

Read more... 1 Comments

Category: Account, Contact, Calendar and Activity Management (718)

STATUS DETAILS
Planned
Ideas Administrator
Thank you for the submission.This idea being planned for the team's roadmap and we will keep you posted on the release timeline.

Thanks,
Revathi
Product Manager, D365 Sales