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...
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
Option to Customise unused Activity Type is not available
Option to Customise unused Activity Type is not available We are not using all the Activity Types provided in MS Dynamics CRM. We are using few Activity Types only. So when the User happens to see additional Filters, which they are not aware/used, it creates confusion. We need the option to Cus...
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...
Pronouns in Contact Display/FullName
The use of pronouns in a person's name has become commonplace and an expected capability. For a contact in Dynamics 365 CE their display name is the Full Name of First + Last Name. The suggestion is we should be able to add a pronoun to the contact record, and the Full Name / Display name shown o...
Implement phone number auto format
When adding a phone number in a form, auto format the number like in an iPhone adressbook.
Unlike emails, appointment cannot be saved in a draft mode
Unlike emails, appointment cannot be saved in a draft mode. Once you hit Save button, appointment is sent to the recipients. The request from business is to have separate buttons for ‘Save’ and ‘Send’. Also, ‘Attach File’ button is available for emails during record creation, however in Appointme...
Make the Merge consistent between List View and Advanced Find
Currently, there are two different merge record experiences: 1. The new experience within the UCI, where the choices/controls are at the top of the merge form 2. The old experience within the Advanced Find, where the choices/controls are at the bottom of the form. We would like to see the ...
In "Duplicate Records Found" dialog, allow customizer to deactivate "Ignore and save" functionality
The "Duplicate Records Found" dialog allows users to create duplicates by clicking on the "Ignore and save" button. It should be possible to deactivate this option to prevent users from creating duplicates. Details: The dialog displays the relevant fields of the identified records. In spite of ...
Users are unable to unshare or hide the personal views shared with them by the owner of the view
If personal views are shared with the user, they don't have the ability to unshare/hide/discard it. Only the owner of the personal view can revoke or assign the views to users. They can only see the deactivate/Delete optio9n in advanced find. So in case if one of the user share his view with a...
Administrator
Thanks for the feedback. This feature is now available:
Create and join a Teams meeting from an appointment - Power Apps | Microsoft Docs