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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Category: General (136)

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.

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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Category: General (136)

STATUS DETAILS
Under Review
14

Add a function to collectively set multiple appointments registered from Dynamics 365 for Outlook to work with Dynamics 365.

Tracking appointments in Dynamics 365 for Outlook is manual and can only be set one by one. Therefore, it takes time and there are concerns about business impacts such as missing settings. Convenience will be improved if "a function that can set the tracking of appointments in Dynamics 365 for O...

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1 Comments

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Category: General (136)

STATUS DETAILS
New
11

Enable to add or remove entity to set the associated tracking for outlook on the web

Entities that create records from Outlook and set related tracking are displayed as 7 entities such as [Case], [Opportunity], and [Account]. It is useful to be able to add or remove custom entities or other entities.

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1 Comments

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Category: General (136)

STATUS DETAILS
New
9

Allow N:N relationships on all entities incl. activities like phone call

Allow N:N relationships on all entities incl. activities like phone call

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1 Comments

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Category: General (136)

STATUS DETAILS
Needs Votes
9

Edit Resolved Cases

Unless I am missing something, I'm not sure how this isn't a top rated ticket. But resolved cases need to be editable via API and workflows. Every other Entity allows you to edit deactivated Leads, or Opportunities or Custom Entities. For some reason they treated cases differently.

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Category: General (136)

STATUS DETAILS
Needs Votes
8

[CUMULATIVE FIELD] USE A CALCULATED FIELD WHICH CONTAIN A LINK (lookup.attributename) TO ANOTHER ENTITY

Hello, To follow up on the ticket 120082625003088, I create this idea. In Dynamics, we can use a calculated field in the aggregation of cumulative field. BUT, if in the calculated field you make a reference to a field in another entity, I mean, in the aggregation we put a SUM on productid.curre...

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Category: General (136)

STATUS DETAILS
Needs Votes
8

Ability to Add [Reply-To] Address Available to a Non-Marketing App

[Actual Results] When composing email through Activity entity, we can set From/To/CC/BCC but there is no place to set [Reply-To] so we cannot set reply-to address. When composing email through Marketing app, [Reply-To] field exist as its default, so it is able. [Expected Results] It would be ver...

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Category: General (136)

STATUS DETAILS
Needs Votes
8

Add a function to control the value of primary entity of workflow set in application so that the value is not rewritten when input from different application in the same instance

Create different apps A and B in the same instance, and set the workflow so that when the value is registered in the primary entity in app A, the value is automatically registered in the related entity. However, when a value is registered in the primary entity in app B, the workflow set in app A ...

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0 Comments

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Category: General (136)

STATUS DETAILS
Needs Votes
8

Ability to share a record with non-authorized users.

As of now, the users who have no authority to view certain entities, they also cannot view a record that was shared privately. It would be great to give some abilities to the users to be able to see a record that is shared by [Share] and/or [Email a Link] on an entity, without the viewing authori...

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Category: General (136)

STATUS DETAILS
Needs Votes