48

Export dashboard to pdf

There is often a need to pull a pdf of a dashboard. At the moment most users revert to screenshot and pasting. An export to pdf would be very useful.

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2 Comments

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Category: General (285)

STATUS DETAILS
Needs Votes
20

Search in Timeline

This idea is not specifically related to CS. In general it should be possible to search in timeline. Currently there is only filter option available. Option could be to expand filter with search text box or put text box on top of the timeline.

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0 Comments

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Category: General (285)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We added search for Timeline in our April 2020 release. For more information on Timeline functionality please see https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-overview.

For our October 2020 release we are adding highlighting of the search matches.

Sincerely,

PM,

Microsoft.

19

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...

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0 Comments

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Category: General (285)

STATUS DETAILS
New
19

Multi-select Option sets available in Business Rules

Hi Team, Multi-select Option sets are not available in Business Rules. Please enable the ability to select this field type for options under Business Rules.

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0 Comments

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Category: General (285)

STATUS DETAILS
Needs Votes
18

Make 'ExportPdfDocument' organisation request and 'exportPdf ' API action public

Until recently, it has been possible to programmatically generate a PDF from a Word Template by either making a request like this OrganizationRequest("ExportPdfDocument"), or calling the exportPdf action. This latter method is publicly documented: https://docs.microsoft.com/en-us/dynamics365/sale...

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2 Comments

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Category: General (285)

STATUS DETAILS
New
18

Tool tips

Please keep the old tooltip functionality until the new one releases.

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3 Comments

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Category: General (285)

STATUS DETAILS
New
17

Users should have ability to remove personal views shared by other users which they don't want

Users do not have any option to remove personal views shared by other users which they don't want. Shared User (owner of the view) only can unshare the view. If the shared user becomes disabled / unavailable, then its not possible to remove those personal views for Users from their view list. ...

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0 Comments

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Category: General (285)

STATUS DETAILS
Needs Votes
17

Composite Address Formatting Configuration

The Address composite field in Dynamics is formatted based on the value of the country field. This is not configurable and so it can't be customised if the format for any particular country is incorrect. If the address is "England" or "United Kingdom", then the address is format is CORRECT. Th...

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1 Comments

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Category: General (285)

STATUS DETAILS
Needs Votes
15

Export dashboards as pdf or xlsx

Business need: Export of charts from the dashboards to PDF or XLSX file. Now users don't have this possibility and only workaround of this missing feature is creating screenshots.

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1 Comments

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Category: General (285)

STATUS DETAILS
New
15

Ability to send direct email from Contacts View’s command bar.

There used to be a function to [Send Direct Email] on Contacts View’s ribbon. However, after the recent update, that function is removed from the ribbon and therefore we cannot send direct email from Contacts View anymore. It is inconvenient having to open each individual record and hit ...

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0 Comments

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Category: General (285)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature during 2020, but you will need to enable it in system settings.

Please refer to the following link for more information: https://www.inogic.com/blog/2020/06/enable-send-direct-email-button-in-unified-interface/

 

Sincerely,

Microsoft