75

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

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Category: Account, Contact, Calendar and Activity Management (564)

STATUS DETAILS
Needs Votes
51

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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8 Comments

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Category: Account, Contact, Calendar and Activity Management (564)

STATUS DETAILS
Under Review
47

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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1 Comments

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Category: Account, Contact, Calendar and Activity Management (564)

STATUS DETAILS
Needs Votes
46

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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3 Comments

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Category: Account, Contact, Calendar and Activity Management (564)

STATUS DETAILS
New
41

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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9 Comments

Read more... 9 Comments

Category: Account, Contact, Calendar and Activity Management (564)

STATUS DETAILS
Needs Votes
41

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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4 Comments

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Category: Account, Contact, Calendar and Activity Management (564)

STATUS DETAILS
New
35

Automatically populate queue in the FROM field on an outgoing email

We want to send all outgoing emails from a queue with a linked functional mailbox. So when you create a new outgoing email in CRM, the 'From' field should be populated automatically with the queue. Currently, there is a possibility to solve this with a workflow but the timing is not correct. You...

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2 Comments

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Category: Account, Contact, Calendar and Activity Management (564)

STATUS DETAILS
Needs Votes
33

Teams option within appointment pane

Hi I'd like to see the option to create a Teams appointment from within Dynamics. Currently you can create an appointment, and set a physical location, but it needs a Teams toggle. Olly

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1 Comments

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Category: Account, Contact, Calendar and Activity Management (564)

STATUS DETAILS
Needs Votes
33

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 (564)

STATUS DETAILS
Under Review
26

Bundle and Invididual Product Items Quantity are not synced each other

We found that if we have 1 Bundle that consists of 3 Products.

*Bundle Package A
- Item A.1 qty: 1
- Item A.2 qty: 2
- Item A.3 qty: 5

Then if we put Bundle Package A as offering to customer through Opportunity, Quote, or any entity with Product Lines, i...

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1 Comments

Read more... 1 Comments

Category: Account, Contact, Calendar and Activity Management (564)

STATUS DETAILS
Needs Votes