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.
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.
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...
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...
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.
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...
Tool tips
Please keep the old tooltip functionality until the new one releases.
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. ...
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.
Preview timeline and email attachments in browser
We can now preview the image file of the Dynamics 365 email. https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-email-overview#preview-image-attachments Similarly, if the timeline note or email attachment are something other than an image, we want it to...
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.