2

Emails - Inserting Templates

The process of inserting templates contains a few additional clicks that are not necessary. Ideally, when clicking on "Insert Template" it should bring up a list of templates immediately without having to have the user verify whether the template is related to the "Recipient" or "Regarding". Esse...

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Category: General (154)

STATUS DETAILS
Needs Votes
2

Provide more filtering options in views in Entities

The internal HR business is struggling with creating dashboards and views within UCI because the options have been cut in half since moving to UCI. The business need is to have additional options in the UCI views (like Case, Contacts) to create refined results for queue management and dashboards....

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Category: General (154)

STATUS DETAILS
Needs Votes
2

Save search results on dashboard

Currently search results are not saved and the request is to save results temporarily. For example, when a user selects a search result to view, if the user wants to go back to the result page to select a different item, the search must be redone as the results are gone. Request for the results ...

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Category: General (154)

STATUS DETAILS
Needs Votes
2

Attachments in Emails

Opening attachments in email is really cumbersome. 1. I have to click on the attachment 2. It opens a new window with the link in it. 3. I have to again click on the link to open the attachment. 4. The file will then be downloaded to my desktop and then I need to open it to view it. Is there a...

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Category: General (154)

STATUS DETAILS
Needs Votes
2

Fonts in CMS

Considering other Microsoft applications containing 100's of different fonts, it should be a default that available fonts within CMS should have more than the 5 that has been made available. Our company's brand policy requires us to use Font Type = Calibri and Font Size = 11 However both the font...

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Category: General (154)

STATUS DETAILS
Needs Votes
2

User Legal Notice (Terms of Use/Privacy/Etc.) Acknowledgements per App Instance (D365/PowerApp/etc.)

Our D365 CE instance needs to require each user to acknowledge/accept our "Terms of Use" and "Privacy Statement" on first-time login. We need to disallow the user access to the instance without first acknowledging these separate documents and the system storing/recording their acknowledgment. W...

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Category: General (154)

STATUS DETAILS
Needs Votes
2

Drag and Drop

More Drag and Drop features we provide a more efficient and user platform for users. Dragging and Dropping a PDF onto an email being sent from D365 might actually get users to send email out of D365. Also, ability to drag and drop from one stage to another within the dashboard like in Salesfo...

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Category: General (154)

STATUS DETAILS
Needs Votes
2

Allow label of the Portal Filter to be customized

The filter name “My” that we are seeing in the Portal is the OOB name given by CRM to the filter condition that is set up in the entity list under the Filter Conditions section. This should be customizable for the customer to be able to know what the "My" means. Sorry, but I could not find any...

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Category: General (154)

STATUS DETAILS
Needs Votes
2

Group By Available in the normal "Ready Only" Grid View

A small feature that got released awhile ago, but feel that its under utilized and hasn't been improved on since it came out. This group by feature should be available in read only views as well. I think its a real helpful feature, but becomes difficult to use because you can only use it in the "...

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Category: General (154)

STATUS DETAILS
Needs Votes
2

Create an Application Ideas area for Portals

Portals is a big enough feature that it should get it's own area for ideas, rather than getting lost in D365 for Sales, of Finance or whatever.

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Category: General (154)

STATUS DETAILS
Needs Votes