1

Appointment - Cascade Relationship Not Working as Desgined

On current project - Customer requires that all active activities owner be updated when the parent (regarding) is changed.


Noticed on Appointment when updating the relationship behaviour from Parental to Configurable Cascading - Assign - Cascade Active -

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

Ability to Show/Hide the extra Activities in Sub Grid

Ability to Show/Hide the extra Activities in Sub Grid.


As we have feature in Setting, which will show only those Activities which are added in MDA, but what if in Account we need to show Email and Appointment and Contact we need to show Fax and Phone Call. As we have feature ...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

PM, Microsoft.

1

Display on CreatedOn-Date in Account & Contact Activities

the Cards of Timelines in 'Accounts' and 'Contacts' do not show the date 'Created On', but instead the date 'Modified On', which leads to misunderstandings about the communication history.


'Crea...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

Recent records: add symbol for distinction between lead, contact

if you swap between lead and contact of the same fullname you have a couple of 'John Smith' in the navigation right after Recent Symbol. Times you want the lead, times you want navigate back to the contact but you cannot see which one is the lead and which one is the contact. For faster naviga...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

CRM views: add column Search --> All as default setting

Our internal crm 'end user' does not know what 'Custom' or Default means. She just opens the forms and once she does not find the field in the list, she skips her try to add a field on the fly, frustrated as 'it is not there'.

...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

Bulk Sharing of Entities/Records

There is no “select all” choice when looking to share a record (i.e. a Contact, or a Marketing Email Template) across Users/Teams via the new Sharing user interface design.


Once I manually select multiple Users/Teams, I can set the same permissions (Read, Write, Delete, Append...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

Make connections between a list of contacts and a single contact

I am constantly needing to add connections between one person in our firm and a list of contacts and can only add one at a time.

The connection import does not work well due to duplicate detection issues.

If I pull up a list of contacts I would LOVE to be able to connect an employe...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

Playbooks Enhancement - Email Templates

The current playbooks implementation for dynamics is pretty weak. Simply defining tasks isn't an effective playbook strategy because many sales team must do outreach in multiple formats. It would be great if playbooks could: 1) Leverage the email template activity to suggest in what order outbo...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

addPreSearch JavaScript buggy when filtering lookup based on OptionSet

When using the addPreSearch JavaScript function to filter a lookup field on a form based on an option set value on that same form. However, when changing the option set more than once in a given user session, the search for that lookup field no longer returns any records. The product team has ack...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New
1

Include Teams meeting when creating a meeting in Dynamics 365

The idea of making everything from Dynamics 365 is great, that you can create a meeting invitation or send an email from the CRM and it will be linked with the related records. However, when creating a meeting we (more often then not) want to include a Teams meeting in the invitation, and that is...

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Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
New