15

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 (104)

STATUS DETAILS
Planned
April 2020
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

Sincerely,

PM,

Microsoft.

12

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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Category: General (104)

STATUS DETAILS
New
12

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 (104)

STATUS DETAILS
Under Review
12

Dynamics for Outlook - Convert email to case

Currently, you can use the Dynamics for Outlook add in to create a case while looking at an email or to track an email to an already created case. If you want to create a new case (or convert an email to a case) from the add in you can simply open it and do so but the information such as Custo...

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0 Comments

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Category: General (104)

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.

10

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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Category: General (104)

STATUS DETAILS
New
9

Bulk-edit [Automatically create records in Microsoft Dynamics 365] of all the user's Personal Options by PowerShell

Currently, by PowerShell, there is no such a way of bulk-editing [Automatically create records in Microsoft Dynamics 365] of Personal Options. It would be much convenient if such a feature is implemented in order to expand items modified by PowerShell.

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Category: General (104)

STATUS DETAILS
Needs Votes
8

notification pane will be open by default on UCI

on UCI, the notification pane is set closed by default. meaning, showing one notification that there are multiple warnings. In order to see all the notifications/warnings the users need to click on the pane to open it. Because by default is currently closed we are afraid that users will not see t...

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2 Comments

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Category: General (104)

STATUS DETAILS
Needs Votes
8

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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Category: General (104)

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 (104)

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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0 Comments

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Category: General (104)

STATUS DETAILS
Needs Votes